Case Management using Internet Explorer

If you’re using Internet Explorer to access QQIS Case Management we recommend you follow these simple instructions below on how to successfully access, view, and stay updated with your cases.

Step 1: Add Domains to Compatibility View

 

For some people the case management might appear blank or might not display correctly in Windows Internet Explorer versions. To set compatibility view in Internet Explorer, click Compatibility View settings on the Tools menu.

 

Please add the following domains to Compatibility View:

 

  • ebix.com
  • ebixcrm.com
  • ez-data.com
  • smartofficeonline.com
  • winflexweb.com

Still having issues finding Compatibility View? 
Click here for further information from Official Microsoft Support website .

Step 2: Allow cookies

 

To access case management with Internet Explorer, you will need to set your browser to accept and allow cookies. Follow the directions below:

 

  • Click the Tools button, and then click Internet Options.
  • Click the Privacy tab, and then, under Settings, move the slider to the top to block all cookies or to the bottom to allow all cookies, and then click OK.

 

Note: Not allowing cookies might prevent some webpages from displaying correctly.

IMPORTANT: Inside your internet options be sure that “Delete Browsing History on Exit” Is NOT Checkmarked! Otherwise you will have to do this every time you wish to access QQIS Case Management.

Step 3: Enter Credentials

 

After following the first above steps you will be able to successfully access the QQIS case management sign in page. Please enter your credentials provided by your case manager and/or administrator.

 

Sign in  QQIS Case Management

 

  • Officename: qualityquote
  • Username: Provided to you
  • Password: Provided to you

If you’re still experiencing issues please contact us at  

Still experiencing issues accessing QQIS Case Management?
We highly recommend that you use Google Chrome for optimal performance with QualityQuoteSolutions.com and just about every other website on today’s web experience.

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Marty Shull

Executive Managing Director

 

Marty offers over 15 years of experience in direct-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning. As a Co-Founder, Marty has developed a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. As he has been involved in the brokerage platform for the last fifteen years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area native, Marty currently resides in San Francisco with his wife and son.

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Brendan Walsh

Co-Founder

 

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum. Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin and has two children, Sophia and Aidan.

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Greg Yu

Co-Founder

 

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum. Greg’s current role at QQIS includes the duties of acting CFO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer and son, Nicholas.

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