When a sales representative takes it to the client, they can present the illustration and all information is saved. After they close the sale they can submit the case back along with the scenarios they used back at the office.
We made the assumption that the majority of our agents were still using the yellow pad approach to interviewing clients and gathering data. We did not want to trip over our data internally and thought if we could connect our existing software, utilize Web...
When a sales representative takes it to the client, they can present the illustration and all information is saved. After they close the sale they can submit the case back along with the scenarios they used back at the office.
