Estate planning back office solution

Case lifecycle and management CRM software for estate planners

EPBOS, a database application in Blue Frontier’s range of back office solutions is designed to assist Estate Planning and Will Writing practitioners in managing their client cases effectively.

Key features of EPBOS include: lifecycle driven case management, document management, email, diary, invoicing & credit control, letter generation, management reporting & marketing.

EPBOS is available on a free 30 day trial... so register at www.epbos.co.uk today and realise the benefits that EPBOS could bring to your business.

• Efficiency & Savings
  Save an average 4+ hours per week on administration and spend this time developing your business.
• Compliance & Services
  Maintain your CPD log and keep abreast of the key dates for all your cases to maintain or improve the service you provide to your growing number of clients
• Organisation & Traceability
  Take control of your business data and keep account of all the work you do, the people you speak to and the correspondence you handle
• Performance & Scalability
  Analyse your business productivity and plan for further success; quickly and easily integrate new staff into your business and manage their workloads
• Control & Plan
  Managing your business information today will help give you the flexibility to expand, diversify or even sell your business in the future

EPBOS has been developed by a team comprising of both Estate Planning & IT professionals. This collaboration has culminated in the development of a highly functional, reliable and scalable solution that will grow with your practice.

EPBOS is available to rent monthly and there are also special licence rates for those who promote & sell it to other like-minded organisations. If you would like to know more about the costs then please do not hesitate to contact us at our Blue Frontier offices.