Comprehensive Proposal

The Insurance Technologies proposal provides summary results of the Needs Analysis / Fact Find that can be e-mail, electronically stored (saved) and/or printed by the prospect, client, or company.  The proposal provides text and even more importantly graphical content of the Needs Analysis results and illustrations of the products proposed in relationship to need. Graphical and text information can be segmented and presented for specific assets in the case of Unit Linked or Universal Life type products.