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Eliteplus: seamless case management integration with Countrywide
At Countrywide, we’ve always worked hard to ensure that obtaining legal indemnity quotes is as easy as possible. And now with Eliteplus we can make it even easier, giving you instant access to Elite from within your 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. This means that some of the basic information we need in order to provide a quote, such as the policy limit and address, is passed into Elite directly from your case management system. And you won’t even need to sign in every time, as this happens automatically.
In addition to that, all 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 complete access to 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.
Features and benefits of Eliteplus:
- No fee to set up
- No additional software required
- Easy to implement – only requires your IT team to create a straightforward link between your system and Elite
- Compatible with any case management system
- The policy limit, case reference, and property address are automatically filled in when you start the quote process
- All the quote information is instantly transferred back into your case management system, as is the policy documentation when it’s ordered
- Full access to Elite, with over 600 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
Want to find out more?
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, we’ve produced two brochures that can help. One gives you an overview of how ElitePlus works in simplistic terms, while the other goes into the technical detail and is intended to help your IT support team to understand what they will need to do to get your systems set up. To request copies of these, or to register your interest and discuss the next steps, contact our Business Development team on 01603 617617 or email enquiries@cli.co.uk.