The flexible structure of the Group Benefits Advisor modules lets you meet a wide range of needs and objectives (for sales, team management, or professional business management), without playing havoc with your budget.

The Group Benefits Advisor Independent and Independent + modules offer simplicity and productivity at a price that puts this powerful, efficient technology within the reach of most advisors. With this comprehensive management tool, ALLEGROUPE is meeting two goals:

1. To make management of existing portfolios easier by

• calculating payroll deductions;

• calculating and optimizing taxable benefits applicable to each employee on payroll, according to the employer contribution plans or insurance coverage options;

• performing “what-if” calculations;

• printing a set of highly useful reports;

• producing coverage statements for employees.

2. To provide for professional development of new business by

• managing client’s requests for proposals;

• providing fast manual or electronic input of key information for tendering bids;

• automatically converting proposals into contracts and vice versa, thus eliminating human intervention and saving time and energy while reducing human errors;

• handling the analysis of proposals developed for a client;

• inputting confirmed sales.

ALLEGROUPE’s Group Benefits Advisor Independent + module also includes:

• simulation of real-time invoicing, taking all transactions and plans (modular, flexible or division/class) into account to make deduction calculations more accurate;

• access to two very useful reports:

- individual invoices, so that absent employees can be billed for amounts that would otherwise be deducted from pay;

- individual year-end statements with a summary of the premiums paid by the employee during the year, which is very useful to employees when preparing their tax returns.

The Group Benefits Advisor Brokerage Centre and Brokerage Centre + modules provide the perfect complement to the I n d e p e n d e n t a n d Independent + modules, by offering simultaneous portfolio management for group benefits advisors working for the same firm.

A Distribution Centre sub-module is also available, to optimize business transactions and business development between group benefits professionals and their business or referral centres.

The Group Benefits Advisors TPA (Third Party Administrator) module is aimed at highly specialized advisors who, in addition to the usual sales and service activities, also handle enterprise billing for the insurer.

The TPA module includes every feature of the Brokerage Centre and Enterprise Self-Administration modules, as well as the following:

• Management of the insurer’s net rates and handling of monthly remittances to the insurer;

• Management of administration fees and commissions paid to the brokerage centre and the intermediary(ies) assigned to files;

• Management of gross rates (net rates + expenses + commission) used in billing the client;

• Separate accounting for the three cost centres in question (insurer, client and brokerage centre).

ALLEGROUPE

is software that has been standardized and optimized to ensure professional and profitable business development.

ALLEGROUPE

is designed to reduce management costs and improve data control at every level of data administration.

ALLEGROUPE

offers simplified tools that can be electronically linked to insurers or enterprises.

ALLEGROUPE

offers multiple-insurer, multiple-contract management to meet the needs of enterprises who want to manage everything from a single database.

ALLEGROUPE

is supported by a growing number of insurance partners.

Because time is of the essence...

1650 Place de Lierre, Vimont, Laval, Quebec H7G 4X7

Telephone: (450) 629-6158  Fax: (450) 629-1874

E-mail: ventes@mdibls.qc.ca

Serving you since 1983. Dedicated exclusively to Insurance and Financial Services.