Computerizing company’s RFP’s information within AllegroupE:
USING THE WARRANTY BANK AND MANUAL ADJUSTMENTS #23
The same level of easiness will apply when managing each individual benefit.
For each division, class or the overall files, the system will allow you to assign detailed benefits for each required services.
If the operator is not satisfied with the information being displayed, he can select from a plan bank various services or information groupings already implemented.
This should enable to directly modify the information fields which do not correspond to the specific customer’s needs or the RFP’s request.
If we summarize the capturing process of the various benefits, we note it is possible to assign individually different plan from plan templates or benefits from a benefit bank. Henceforth, we can modify each details of the displayed benefit so it corresponds to the specific needs of our customer.
To complete your RFP’s file, you will only have to add notes and comments in the appropriate section of your project specification. There, you will be able to add questions or precisions required on the company before being transmitted to the insurer.
Like all the other Allegroupe’s notebook sections, you will be able to access the enriched text editor by simply pressing the right button on your mouse.
This environment will be much more easy and quick to navigate through all the information and comments you want to present to your insurers.
If you need to, you can always insert a document by using the “Insert" option.
The document being inserted in your enriched text will be accessible by your insurer who will be in C-surance’s mode. When you produce a PDF file or print a document, the information will not be there.
Our file duly completed, we will note a grey section at the bottom of our screen. This will enable your insurer, upon answering you in C-surance’s mode, to add its comments, its answers to your questions and to incorporate the various documents relevant to your file. |
