The Past:

Copy-pasted admin data into spreadsheets and word processors in hours.

What else do you get?

High-performance web application generating documents in seconds.

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