PlanGen Illustration & Presentation Management System

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PlanGen is an SSL-secured, Tier III / ISO 27001-hosted, high-performance Internet web application delivering sophisticated, advanced-market defined contribution (DC), defined benefit (DB), fully insured Section 412(e)(3) and hybrid pension benefit plans and other illustrations to Advisors, Advisor networks and their prospective clients. It can retrieve life policy values, ledgers and NAIC documents in real-time from web service-enabled carrier product systems, delivering customized concept plan illustrations, executive summaries and data-infused MS PowerPoint presentations in seconds for multiple particpants. It can generate multi-plan comparisons (DB/DC/Combo) from a single-entry census in seconds, reducing illustration costs by up to 98%. It includes multi-user sales supervision hiearchies and privilege assignments, custom web page and output document branding, usage analytics, Google Maps integrated client prospect list generation tool and electronic Request For Proposal (RFP) direct into PlanGen.

It has been used to enable nationwide sales networks of major life and annuity carriers, sales agencies and individual Advisors in the Advanced Markets retirement benefit space since 2002.

Key Features

Key Features of PlanGen:

  • Fully Integrated DB / DC/ Fully Insured retirement plan marketing, management and sales platform.
  • Real-time connections to web service-enabled carrier life or annuity product systems to generate multi-particpant sales illustrations in seconds.
  • The PlanGen user account hierarchy can be configured to map to your organizational structure.
  • Flexible account permission structure from administrators to alias advisors.
  • Empower experienced support staff to deliver more to advisors and clients with less effort.
  • Presentation branding, co-branding and campaign theme alignment.
  • Reports and analytics on field force activity.
  • Custom-content Advisor / User bio-pages for increased web presence availability
  • Direct-to-system electronic web page Requests for Proposals from Advisor-branded bio pages automatically creating new case and census data with electronic alerts to Advisors and Supervisors
  • Get more proposals on the street, deliver ultra fast revisions, and install more plans at drastically reduced costs and timeframes.
  • Secured, co-branded pdf illustration documents
  • Dynamic data, co-branded MS PowerPoint™ presentations
  • Customized, co-brandable: web sites, document & resource libraries, training materials & presentations
  • Professional web presence enhancement and social media linkages
  • Automated, SEO-friendly, professional advisor directory web pages
  • User account management
  • Plan & product privilege management
  • Case, Proposal & Login Usage analytics
  • Geodata user analytics w/ Designated Market Area (DMA) geography: "Where" activity is happening.
  • PGLeads™ Google map business search & lead list export
  • Digital request-for-proposals: direct to system w/instant email notifications.
  • E-commerce account subscription integration, custom pricing, activation & cancellation.

Integrated suite of multi-person, multi-life, design, calculation and illustration presentation generators with internal or external life and annuity products

  • Unlimited, sophisticated, advanced market benefit plan illustrations with life and/or annuity products
  • Multi-carrier, multi-product plan calculation & presentation modules capable of using:
  • Customized, high-performance PlanGen™ product engines
  • Manual ledger data uploads from external carrier illustration systems
  • Automated, web-service product ledgers from carrier illustration systems
  • IRS limit testing during calculations and data entry validations
  • Tips, examples and help system prompts
  • High-performance, multi-person case calculations with instant results.
  • Single-case, multiple re-use, data entry for participant census across plan types.
  • Defined Benefit Plans
  • Section 412
  • Group Term Policy Plans
  • DB-DC Combination plans
  • Cash Balance plans
  • Defined Contribution Plans
  • Safe Harbor- Employer Contribution Based
  • Safe-Harbor – Employee Deferral Based
  • ADP/ACP Tested (Pending)
  • DC
  • DC + 401k
  • DC + 401k + match
  • Matching 401k + Money Purchase
  • Matching 401k + Profit Share
  • Cross-Tested (Pending)
  • Social Security Integrated DC
  • Age-Weighted DC
  • Multi Plan Comparisons
  • 412 / Trad DB / DC in any combination (412+412+DB, DB+DB+DB..etc.)
  • Auto-generate 412/DB/DC maximum contribution plan bundles & comparisons
  • Unloadable, editable, single or multiple participant census for each case
  • Copy Cases with census for unlimited versions of case participant populations
  • Illustration Save-As for unlimited versions of proposals
  • Reassign cases to other users
  • Search for cases
  • Customizable, U.S. Dept. of Labor Fiduciary Responsibility Checklist for each case

Key Benefits

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 plans.

  • 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.



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