The Past:
Copy-pasted admin data into spreadsheets and word processors in hours.
Open an admin program. Create [n] single illustrations.
Open a spreadsheet. Copy-paste, make tables, graphs.
Open a word processor. Copy-paste tables & graphs.
Hope you have an illustration. In an hour or two, or three...
Make revisions in hours.
MAKE new documents in hours...
What else do you get?
- Uh...well...nothing really
The Future:
High-performance web application generating documents in seconds.
Click. Create the case.
Click. Upload the census.
Click. Create multiple plan types for everyone.
Click. View compelling, compliant documents.
Make revisions in seconds.
MAKE new documents in seconds...
What else do you get?
Reduce proposal cost by 98%
unlimited cases & illustrations
Sophisticated DC & DB Plan Types
multiple life policy / annuity plan generation in seconds
single entry census: generate unlimited illustrations
instant, co-branded, compelling, customized outputs
instant graphical, single-page executive summaries
instant, dynamic-data powerpoint presentations
producer managemenT & hierarchies
user, case & illustration activity analytics
case and producer geographic activity mapping
instant, digital, case-creating request for prop0sal (RFP) web pages & notifications
user-customizable, professional contact web pages with rfp links and social media feeds
google-search business lead mapping & list export utility
u.s. Dept. of labor fiduciary responsibility checklist