An ICC Plan Solutions news release said that one enhancement allows users to “Clone-A-Plan”. If a client has a new plan with the same highlights and/or funds, they click on the Clone-A-Plan button, enter the name of the new plan, click save and the new file has been created.
Other new features include the availability for users to choose from three fund fact sheet designs and three enrollment forms. A new search criterion has been added to the investment option process with CUSIP and investment ticker searches now available.
Also upgraded is the General Plan Details section. This includes the ability to customize a cover letter, upgraded custom portfolio section, and a 404(c) option, the news release said.
Branded versions of the e-P.A.S.S. on-line system are also available to customers who desire an integration with their existing systems and materials.
For more information, contact ICC at 1-800-525-6687, extension 207.