Forms Automation For Individuals

Quik! Transaction Manager

Get the fastest, easiest and least expensive way to fill out forms with your client data from over 25 CRMs

  • Access forms anywhere, from any device (iPad, Android, Mac, PC, etc.)
  • Prefill from popular CRMs like Redtail, Advisors Assistant, Junxure and more
  • Group and complete forms together in a single bundle
  • Save 75% of the competition's retail price
Forms Automation for Individuals and Small Business
  • See Quik! Transaction Manager in Action
  • Access All Your Forms In One Place
  • Prefill With Client Data from 25+ CRMs
  • Go Mobile, Share Forms Easily and More!
Save 75% of your money, time and costly errors!

Start Your Free 14-Day Trial

Pricing & Features


$25 per advisor/licensed agent (unlimited users and devices at no extra cost).

Lower pricing is available for large user groups (e.g. broker/dealers, general agents, branch offices, etc.). Call for more details.

Features & Benefits

The Quik! Transaction Manager is both web-based and desktop-installed software that seamlessly fills out forms with your client data. This turnkey software takes moments to install and begin using.

  • Priced per Advisor
    Use Quik! for as little as one month with no long-term commitments or save two months when you buy a full year.
  • View Forms On Any Device
    Quik! Forms are 100% HTML and viewable on any device with a browser including iPad, Android, Mac and PC.
  • Progressive Data Fill
    Data manually entered in one field will fill all repetitive fields in the Quik! form bundle.
  • Connect to Many CRMs
    Use Quik! Transaction Manager to seamlessly connect to over 25 different data sources for your client data – no imports or exports required. For a full list, see our Data Sources page.
  • Always Updated Forms
    Quik! always generates the latest version of a form with no downloads or synchronizations required.
  • Add Your Custom Forms
    Add any form you want to Quik! for only $20 per fillable page. See our Forms Hosting page for details.
  • Use On The Web
    Using Quik! means you can be on the road at a client’s office or home and still access all the forms to fill out on any computer or device.
  • Access Industry Forms Library
    The Quik! forms library contains a comprehensive list of industry forms that includes insurance, annuity, mutual fund, clearing and custodian, banking, government and other forms.
  • Unlimited Users
    Sign up unlimited users on one account but only pay for licensed advisors.
  • Generate Bundled Forms
    Quik! forms are displayed in a single window and share data among repeated fields to save time.
  • Split Business
    Generate forms with multiple reps and split business with a shared license number.
  • Prefill From Multiple Data Sources
    Prefill forms with data from multiple data sources at the same time – pull one client from Redtail and another from Outlook to complete your forms with ease.
  • Save Forms to Editable PDF
    Quik! can save forms to editable, print-perfect PDFs that you can continue completing on any PC.
  • Save Forms In Session
    Save your forms right in your browser while you work on them so you can finish them later.
  • Accurate Forms
    Quik!’s forms are well-maintained with 99.9% accuracy and solid relationships with each of the companies who host their forms with Quik!.
  • Import Any Client Data
    Data from other systems can be imported directly into Quik! for use on forms – ideal for systems where Quik! is not seamlessly connected already.

Start Your Free 14-Day Trial

Begin using the Quik! Transaction Manager today and get full use of our software, service and support during your trial.