Prep from Hours

 to Minutes

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Connect. Compute. 

Compare. Close.

Our cloud-based solution allows you to connect with your prospects and referral sources through your website to gather the data needed to create retirement plan designs and illustrations. Make complex plans easier to comprehend and reduce objections for a quicker close.  Get new clients faster and help them to understand the plan and benefits better.

A Complete Toolkit

Our solution is designed to link through APIs to your chosen applications including your contact and project management, sales tracking, billing, plan document preparation, plan administration solutions and more.  You are no longer limited solely to the applications provided by a single source if you want integration.  Your tool kit can now include the right app for the task at hand.

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Keep it simple

Employing a streamlined approach to creating the plan and providing the best illustrations year after year is key to acquiring and retaining clients. Using our cloud technology will simplify your processes to build efficiencies and will make your practice more profitable.

Advantages and Features

  • Landing pages for your consultants/agents to gather the necessary information for the plan illustrations.
  • Census data – easy excel spreadsheet templates for download and upload
  • Detailed proposal questionnaire to collect information on entity type, other businesses owned, and contact data.
  • Once data is received, email alerts are transmitted to notify designated users that a proposal has been requested.
  • Through APIs, the system creates contact records and tracks proposals based on the collected information.
  • Provides multiple illustration designs based on the data including 401(k), PS (pro-rata, integrated, and new comparability), cash balance, and traditional defined benefit plans.
  • Standard comparison preferences allow for proposal generation of three illustrations in a single computation selection. 
  • Optimize allocation based on key, highly compensated, and/or preferred employees.
  • Collect data from your project management solution, data collection portal, or administration solution through APIs.
  • Side-by-Side Comparison Costs & Benefits
  • Customize reports through dynamic images including logo, headers, and footer customized for each consultant/agent in the enterprise.
  • Easy to ready reports reduce objections for a quicker close.
  • Compose plan design summaries just as easily.

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