Our tool uses web-based technology to collect the needed information to track the prospect, obtain the census data, and then desgin the plan.
Once designed, the user can prepare a branded presentation ready for delivery via email or printed form.
The standard presentation recognizes the tax rate of the entity in generating the comparison so the most efficient plan can be determined, explained to the prospect, and sold.
Once a prospect is a client, census data can be accessed from the annual data collection source import/export tools and the same illustrations computed in a single process versus multiple ones. This allows the administrator to present multiple choices at the same time as a single option. Saving time and money.