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For almost 30 years, we’ve worked hard to ensure that obtaining legal indemnity quotes is as easy possible. And now, by integrating Elite with your case management system, we can make it even easier.

The last few years have seen significant changes to the way that conveyancers work. These days, there appears to be an increasing demand for digital solutions at each step of the transaction process. We get frequent requests from customers asking if our online quotation system, Elite, can be integrated with their case management system.

This is where Eliteplus comes in. Eliteplus is our approach to integration. It gives you instant access to Elite, from within your own case management system, with just the click of a button.

How does it work?

By setting up a straightforward link, our two systems will essentially be able to ‘talk’ to each other. There are a number of benefits of Eliteplus. For example, you won’t need to sign in to use Elite every time - that will happen automatically. Also, some of the basic information we need in order to quote, or to issue your policy, is automatically passed over to Elite directly from your case management system, saving you the need to enter it into Elite.

In addition to that, once the quote is complete, the quote and policy documentation, along with the premium figure, are transferred seamlessly back into your system. All of which saves your conveyancing team time and helps to streamline your processes.

By integrating with Countrywide and using Eliteplus, you get the full functionality of the best legal indemnity site in the market. Unlike other providers, our version of integration isn’t a pale imitation of our quote system, offering only a limited number of standard policies. You’ll still get the full functionality of Elite, but it’s simply linked to your case management system.

As easy as A,B,C

 Features and benefits of Eliteplus:

• No fee to set up
• No additional software required
• Compatible with any case management system
• Full access to Elite, with over 400 legal indemnity products, and all its powerful features including an enhanced referral system
• No need to remember your login details; you’re signed into Elite automatically
• The policy limit, case reference, and property address are automatically filled in, directly from your case management system
• All the quote information is instantly transferred back into your case management system, as is the policy documentation when it’s ordered
• Easy to implement – only requires your IT technicians to create a straightforward link between your system and Elite

Next steps

Set up is simple, and our in-house software developers are happy to talk directly to your IT experts about the practical requirements of your specific case management system, and how it can integrate with Elite.

If you’re interested in finding out more, or want register your interest and discuss the next steps, contact our Business Development team on 01603 617617 or email enquiries@cli.co.uk.