ezMakler 2.7.5
Highly productive, intuitive user interface - modern and comfortable, quick and easy to use.
CRM broker software for professional portfolio management
ezMakler is the professional broker software for insurance brokers, financial service providers and multi-agency firms.
As a CRM for insurance brokers, ezMakler supports the structured management of customer, contract, and claims data. Tasks, appointments, correspondence, and commission calculations are centrally organized.
"This way you always have an overview of your inventory and gain time for consulting and customer relations."
The ezMakler Dashboard
The CRM broker software for portfolio management ezMakler offers a dashboard with a variety of information and functions on current contracts, tasks and appointments, as well as statistical data such as the number of people and documents, and much more.
The dashboard can be set to start automatically when the program starts and can be turned on via the system tray menu.
Start window "Expiring contracts"
This start window displays an overview of contracts that are about to expire, configurable into three different expiry periods: red, yellow, and green.
The start window can be set to start automatically when the program starts and can also be turned on via the system tray menu.
The customizable start menu
Up to 20 of the most important functions available in ezMakler can be easily assigned to individual buttons in the start menu. This allows the start menu to be customized to individual needs.