What is PlanGen?
PlanGen is an SSL-secured, Tier III / ISO 27001-hosted, high-performance Internet web application providing innovative productivity optimization and management features for national carriers and sales force networks who are leaders in delivering sophisticated, advanced-market defined contribution, defined benefit, hybrid and Section 412(e)(3) pension benefit plans to clients.
Since Product Launch in 2002:
Empowering New York Life, MetLife, Travelers, AXA/MONY, Lincoln Benefit, National Life Group, Lafayette Life, Security Mutual Life of New York carriers and producers from since 2002.
What is the purpose of PlanGen?
The purpose of the PlanGen system is to radically reduce lead-time and expense in delivering customized, compliant, consistent, compelling, authoritative, industry-leading concept plan illustrations and presentations to clients through multiple, flexibly configured and well-monitored sales channels in an effortlessly scalable manner at more affordable pricing compared to legacy methods.
Benefits of PlanGen
- Reduce the cost of generating benefit plan concept illustrations by up to 98%.
- Increase sales potentials while lowering costs.
- Increase speed, consistency, reliability, compliance, monitoring and responsive delivery of illustrations & presentations to clients throughout the sales force.
- Allow organizations to dramatically scale up the number of proposals on the street without increasing illustration staff.
More proposals = more sales. - Convert user account costs to positive revenue streams for the enterprise while increasing the potential for increased product sales volume through more proposals per quarter.
The features, speed, management tools, activity analytics, ease-of-use and cost-efficiency of PlanGen are found nowhere else in the industry.
Download feature list of PlanGen w/cost saving example (PDF 5mb)...Feature |
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Secured, co-branded pdf illustration documents |
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Dynamic data, co-branded MS PowerPoint™ presentations |
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Customized, co-brandable: web sites, document & resource libraries, training materials & presentations |
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Professional web presence enhancement and social media linkages |
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Automated, SEO-friendly, professional advisor directory web pages |
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User account management |
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Plan & product privilege management |
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Case, Proposal & Login Usage analytics |
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Geodata user analytics w/ Dominant Market Area (DMA) geography: "Where" activity is happening. |
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PGLeads™ Google map business search & lead list export |
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Digital request-for-proposals: direct to system w/instant email notifications. |
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E-commerce account subscription integration, custom pricing, activation & cancellation. |
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Instant, customized, co-brandable, personalized, compliance-approved high-quality outputs from PlanGen.
Instant, customized, co-brandable, personalized, compliance-approved executive summary pages from PlanGen.
Instant, custom co-branded, compliance-approved MS PowerPoint™ dynamic data presentations from PlanGen.
Custom form and document libraries from PlanGen.
Custom form and document libraries from PlanGen.
Detailed usage activity analytics from PlanGen.
