YouTube link : https://www.youtube.com/watch?v=B0dDwRotRjk 

This video is created for the benefit of Group Benefit Advisor/Actuaries

This forth of a series of presentation provides in deep training to the Sales modules of the C-surance.ca/Allegroupe software.

The presenter wishes to focus on the 2 distinctive Sales tabs that will provide the users with the most powerful tools ever to ease the management of each step of Group Benefit sales. 

The viewer will have the opportunity to review the simplified processes that will allow them to send electronically a complete RFP application to their preferred underwriters and then utilize the shared information to prepare all the needed analysis to help their clients or prospective clients select the best plan at the right cost.

Not only will you find a move of options into a single multiple TAB screen but an opportunity to push the envelope of efficiency that much further.  We reviewed the processes and wanted to make all RFP/Comparative Analysis as VISUAL and SIMPLIFIED as possible.  The end result is absolutely AMAZING.  We invite you to judge by yourself.  And please do not hesitate in sending comments and suggestions.

This new ALL IN ONE screen provides the familiar look and feel of a common Excel file with the power of Smart Group Benefit Intelligence Integration.  We trust that advisor will be impressed with the efficiency associated with the fact that one can now manage every aspect of multiple quotes info into a single HIGHLY VISUAL screen.