· A brand new look and feel for 2008 !!
· Client Editor - The main notebook window allows for editing of clients, selecting products/carriers, selecting of agent, and output options to name just a few.
· Client Manager - Users can now organize clients into categories, manipulate the client’s input criteria easier and archive clients for future reference along with many other great features...
· New Sales Tools display is available on WinFlex Web. To view this report, select your Carrier and Product and if the product supports Sales Tools a drop down menu will appear at the top right of the notebook.
· WinFlex Express - WinFlex Express was developed to allow you to quickly run more basic illustrations. We understand that there are times when you are looking for a quick, easy quote that does not include riders, endorsements or additional benefits. To use WinFlex Express, click on the WinFlex Express button or link on the WinFlex Web home page.
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Features |
How it Helps You |
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The Client Manager is a new addition to WinFlex Web |
It allows you to manage your clients more effectively and with more versatility. |
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The Client Manager provides the ability to view and manage all of your clients in a single interface |
It allows you to view the Client Name, Company, Product, Age, Agent, Modified Date, Death Benefit Amount, Premium Amount, Category, User Group, Client Notes and have access to the latest PDF Illustration Package for each of your saved clients |
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The Client Manger allows you to select clients using a Check Box |
This allows you to easily select and manage multiple clients simultaneously |
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The Client Manger allows the ability to Delete Clients |
This allows you to easily select clients for deletion |
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The Client Manger allows the ability to Archive Clients |
This allows you to easily select clients for archive |
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The Client Manger allows the ability to view and restore previously Deleted Clients |
This allows you to easily restore or permanently delete selected clients |
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The Client Manger allows the ability to view and restore previously Archived Clients |
This allows you to easily restore or permanently delete selected clients |
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The Client Manger allows the ability to Group the Clients |
This allows you to easily group your clients by Category, Client Name, Company, Product, Agent, Modified Date and User Group |
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The Client Manger allows the ability to Filter the Clients |
This allows you to easily filter your clients by Category, Client Name, Company, Product, Age, Agent, Death Benefit, Premium and User Group |
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The Client Manger allows the ability to Search for Clients |
This allows you to easily search for clients by Category, Client Name, Company, Product, Agent, Modified Date and User Group |
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The Client Manger allows the ability to Import current WinFlex Web Case files |
This allows you to easily import your current WinFlex web cases |
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The Client Manger allows the ability to Export the New WinFlex Web Clients |
This allows you to easily export your new WinFlex web clients to your existing WinFlex Web account |
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The Client Manger allows the ability to Import WinFlex Desktop Case files |
This allows you to easily import your WinFlex Desktop Case files |
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The Client Manger allows the ability to Import Inforce Clients |
This allows you to easily import Inforce Case files from your WinFlex Desktop |
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The Client Manger allows the ability to manage your Client Categories |
This allows you to easily create, assign and delete Client Categories |
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The Client Manger allows the ability to assign a Client to a User Group |
This allows you to easily assign an existing User Group to a client |
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The Client Manger allows the ability to Send Clients |
This allows you to easily send client information to other WinFlex Web users. |
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The Client Manger allows the ability to Download Illustration Packages |
This allows you to easily download the last PDF Illustration file that was run for each client |