INTRODUCTION TO Privileged Access Manager (PAM) AND ALLEGROUPE’S OPTIONS #33

C-surance’s goal is to provide a very simplified, friendly, efficient and powerful environment. Each available option will enable the Manager to access various relevant activities such as role and user manager, import/export and email modules as well as list of file and corporate file and the RFP’s management. Each activity will permit users to access a fully managed environment that will enable them to control all sales activities.

Access to C-surance’s RFP and virtual calculation options through the GAP enables you to evolve within a collaborative, friendly and highly specialized environment when it comes to manage the selling process. Everything is based on Allegroupe software which is a proven technology that has constantly evolved since 1995.

When selecting the « Open File » option, the system will display a full control panel to manage each of your activities. You will observe overall information which will be explained in another presentation. In the meantime, if we want to create a new file, one has to simply click on Window's traditional option for opening a new file.

Like for all subsequent activities, C-surance aims at making it simple when one has to create a new file.

The user has only to input the information on each required field. Following this, a single click on the OK button will allow him to automatically create a new file and to access the Allegroupe’s environment. Allegroupe is powerful group insurance file manager software.

At any time, thereafter, the user can access the company’s file by simply double-clicking on the name of this company.

Now, you have accessed a fully operational environment. Allegroupe will allow you to capture the overall information which is relevant to your files. Consequently, you will be able to capture as much information as desired or as little as necessary. To always maintain the same easiness, all it needs for you is to capture the various information bases in sequence. You will then have the possibility to capture either corporate data, information on divisions, classes or modules, employer’s contribution, account executives and your history of experience and rates. Following this, on the list option, we will be able to add more information on the actual project or the RFP and the employees’ list.

Consistent with its simplicity and conviviality mission, Allegroupe will automatically create one division one class for each of your companies. If your company respects those standards, you will then be able to go to the next option.

If a context, one division one  class is not sufficient, Allegroupe will allow the creation of as many divisions and classes as required. For each of your divisions, the system will permit you to personalize the information. This will allow you to enter all relevant fiscal data as well as the division address coordinates. Finally, a cardex to manage important resources will allow you the creation of additional information on your contacts and assigned them to each of your division.

Consequently, your executive contact files are equivalent to a cardex enabling you to manage all available information on key resources within each of your companies.

This will enable you to capture all relevant information on each of these resources. In addition, the “Remarks” section enables you to add notes and specific comments or even a picture about this resource.

Using the information contained in this cardex, you may now assign each individual to a key-post within each division.