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Table of contents
CHAPTER 6 – SALES MODULE AND PROJECT MANAGEMENT ADDED VALUES
ANALYSIS
Analysis Options:
Analysis Configuration.
Documentation
Virtual calculation I
We have completed the evaluation of the functions which are available under Sales Module and Project Management. However, Sales Module and Project Management represent only a fraction of the C-surance.ca offer.
Simply on the level of the activities associated with sale management, C-surance.ca makes available several highly sophisticated functions to ensure that all the needed management tools are available.
In the next lines, we will present some of the functions which you can acquire access as you gradually evolve into XPRO advanced versions or simply adding Virtual Calculation I modules.
Several additional options are available that can be piggy bagged on to the analysis module which we explored in the preceding chapters.
In version ADVANCE, PRO or XPRO, your analysis module will provide access to new options:
The “Project Analysis” offers a highlight option that will automatically identify, using the operator selected color, the benefit divergences compared to your based model. The based model will be always the first project listed in your table of analysis
In the current example: Basic project - Complete. According to your choice of report format as simple, summary or detailed; C-surance.ca will insure to highlight the divergences automatically.
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In the basic package, C-surance.ca offers three (3) analysis models: simple, summary or complete. For the demanding users, C-surance.ca offers a powerful configuration module that allows very precise customization of each element which will be displayed or printed in the analysis.
With the configuration function, the operator will be able to save his personal configurations, add them to four (4) available models or replace them.
The “Documentation” section provides the operator with powerful text management tools that will simplify the integration of customized Introduction, add special note into the heart of the report as well as create a compelling Conclusion. This documentation module will be used to personalized the analysis reports packaging generated automatically by C-surance.ca.
The advisor will be able to use these additional sections in order to incorporate his comments, promote his service, as well as make suggestions or recommendations.
By using the “Enriched text processing” functions, it will be possible to build a professional image as well as add supporting images or documents to the analysis.
The access to Virtual Calculation I option will provide simplified tools to generate for each analyzed project an individual report of the premiums or employer/employee contribution for each employee.
NO additional effort is necessary to access these reports. All the needed data for the generation of your professional analysis will be extracted from the basic information that where inputted to generate your Sales Module and Project Management analysis. Access to reports will be automatic and instantaneous upon demand.
Based on the level of power selected, it will be possible to have individual reports for each employee, as well as a simplified comparative summary analysis of the various invoices or employer/employee contributions. These options will simplify comparing the current plan, the various options as well as the recommended offer.
The Virtual Calculation I options objective is closely link to the sales processes, where we will need report that will consider the entire group of employees at the time of sale. The Virtual Calculation II module which is assigned to Administration service aims at managing punctual individual changes as well as global management.
Contact your MDI representative for more details on the options and the costs of accessing the services.