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For Immediate Release
PlanPlus Inc. and Novinsoft Inc. jointly announced today
that all advisors using the PlanPlus Web Advisor on-line
Financial Planning system are now hyper-linked to the Novinsoft
Insurance Portal. This is the second on-line service to be
integrated with the Novinsoft Portal. The CoVirt VirtGate
Agency Management System was integrated earlier this year.
This link enables Web Advisor users to enter the Novinsoft Portal’s Single
Entry Multiple Carrier Interface to illustrate multi-carrier Universal
Life products, UL Sales Concepts, Needs Analyses, and more. Client
information is passed from the Web Advisor System in an XMLife stream to
initially populate the Novinsoft Quick Quote UL Illustration System.
Novinsoft is offering all insurance distributors a free trial.
"Integration between financial planning tools and specific insurance
illustrations has felt like the quest for the Holy Grail - it sounds great
but it's hard to put your hands on", said Shawn Brayman, President of
PlanPlus Inc. "After a financial planner has established the needs for his
clients, it was a labour intensive process to then generate specific
insurance product quotes for the implementation stage. The Internet, along
with new insurance standards on the web, have finally opened the door on
this obvious level of connectivity. We felt that the Novinsoft Insurance
Portal offered the ideal solution for us to integrate to."
Neil Menear, President of Novinsoft said, “With so many advisors offering
both investment and insurance products as part of a complete financial
plan, integrating our Insurance Portal with the PlanPlus Web Advisor made
a lot of sense. It’s now very easy for an advisor to directly access our
Portal from Web Advisor with existing client information, quickly go
through some insurance needs analysis, run a multi-carrier product
illustration report and add this to his client’s overall plan.”
About PlanPlus Inc.
PlanPlus Inc. is a leading provider of wealth management solutions to
financial services firms worldwide. Our approach is based on 15 years of
experience in delivering personal financial planning and investment
advisory tools.
For further information about PlanPlus Inc., visit
www.planplus.com or contact:
Elaine Hartjes, PlanPlus Inc. –
elaine@planplus.com or
705-324-8001
About Novinsoft
Novinsoft is a leading developer of Life Insurance Illustration Systems,
Needs Analysis, and Sales Concept sales software for the Canadian
Financial Services industry.
For further information about the Novinsoft Insurance Portal
contact:
Neil Menear, Novinsoft -
sales@novinsoft.com or
905-985-8546
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