|
|
QuickPlan
is a new web-based system that produces proposals comparing
and analyzing a variety of qualified plans including Age
Weighted and New Comparability Plans. QuickPlan combines
the comprehensive plan design intelligence of PensionOnline.com's
Pscnet with an easy to use and understandable interface.
It provides additional education, content, graphs, and
proposal and relationship management functionality. The
system quickly guides the user through a plan design wizard,
giving even the most novice advisor the ability to create
the prefect plan.
The QuickPlan Management System allows for management
and tracking of the proposal process. The Management Administrator
will be able to track broker information and usage, review
and edit the proposed plans and their status, and have
access to information regarding proposal time, the win/loss
status, and other details.
|