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| Quik! Forms Library is a complete forms
automation solution producing professional forms in a fraction of the time.
With seamless integration for popular contact management databases, you can
quickly choose a client and generate a set of forms that can be completed
entirely online before printing. |
Quik! Links
Features
Benefits
At A Glance
Pricing
Supported Databases
System Requirements
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Automatically reads data from your database* |
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Combine multiple forms together |
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Easy setup in less than 5 minutes |
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Define commonly used groups of forms |
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Quik! Update Service
keeps forms up to date |
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Find all your forms in one place |
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Pre-fill clients, annuitants, beneficiaries, more |
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Connect to multiple databases at same time |
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Admin features restrict end-user abilities |
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Track which forms you started
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Save Time: Fastest way to find and
fill out forms |
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Reduce Data Entry: Quik! populates
forms with data directly from your database. |
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Easy To Use: The least technical person on your
team can learn to use Quik! in a matter of minutes |
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Professional: Printed forms are more
professional, more accurate and easier to complete |
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Paperless Office: Forms are viewed with the free
Adobe® Reader® |
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Reduce Errors: Reduce processing time and errors
once you submit your paperwork |
| Forms Update Service |
YES |
YES |
| Integrated Website Access |
YES |
YES |
| Live Database Connection |
YES |
YES |
| Pre-Fill Advisor Data |
YES |
YES |
| Pre-Fill Client Data |
YES |
YES |
| Interactive, Fillable Forms |
YES |
YES |
| Combine Forms Together |
YES |
YES |
| Multi-Rep Support |
YES |
YES |
| Multi-Database Support |
YES |
YES |
| Administrator Features |
YES |
YES |
| Online Knowledge Base |
YES |
YES |
| Software Upgrades |
Unlimited |
Unlimited |
| Live, Personal Support |
Unlimited |
Unlimited |
| Subscripton Length |
1 Year |
30 Days |
| Price |
$199 per year |
FREE for 30 days |
| Price Per Additional Advisor |
$129 per year |
N/A |
| System |
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Microsoft Windows 98SE, 2000, NT 4.0 (SP5 / SP6), XP (Mac OS is not supported),
Server 2000 and Server 2003
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| Processor |
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Intel Pentium Processor or equivalent |
| RAM |
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128 MB (256 MB recommended) |
| Disk Space |
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150 MB Hard-disk Space |
| Internet |
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Connecting to the Internet on a 56k modem or faster, and using
Internet Explorer 5.0 or higher is recommended. |
| Other |
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Adobe Acrobat Reader 5.0 or better |