Service Description #41

The first important role of C-surance is certainly Project management and virtual calculation.

Using C-surance, the sponsors will be able to initiate the transaction by create the request for proposal. On the other hand, the carrier will receive an equivalent role as the underwriter and will be bale to do the follow-up on the received information.

We certainly can qualify these roles as being ones with access to highly specialized selling tools.

Factually, the proposed tools enable to manage each step of the selling process. Thus, the full selling cycle starting with information input, including email exchanges with the carrier, its reply and back to the client with the various service offers, is assumed by those two major roles.

In order to support the sale instigator, the advisor or the actuary, C-surance will enable the inception of files and projects. Those files will be incepted on to include as little or as much detailed that is needed by the relative party to insure full management. 

A complete activity follow-up module will also be available. Consequently, six important dates will be permanently associated to each file and project. Moreover, thanks to an electronic agenda, you will be able to add as many dates and events as needed.

You will be able to identify each file in accordance to importance or family grouping. It will then be much easier to process files with similar characteristics.

For the Manager to whom figures are very important, statistical operational tools are   available. Those statistics are available either as numbers figures or as visual graphics.

The Manager can create and input each element associated to a Request for proposal. This RFP can include various documents: whether they are internal or external, in Word, Excel or other formatted documents. The Manager will be able to keep all the information in a single document and will have the ability to provide and transmit to the carriers the various needed information. 

Upon reception of the various service offers from the carriers, whether they are received or transmitted electronically through C-surance or manually captured by the Manager, C-surance will produce a comparative analysis of each proposal, thus, enabling the Manager to choose the desired analysis.

For each of the offers submitted by the insurers, the advisor will be able to present to his client an individual premium analysis for each employee.

With little extra effort, the Sponsor will provide the employer with an individual spread sheet taking into consideration fiscal requirements and optimizing the employer/employee contribution.