Having spent 18 months and several thousand dollars on the system upgrade, ePASS has increased functionality by nearly 45%, according to a press release, and now offers:
- different eligibility for different money sources,
- model only funds, and
- an improved order form.
The ePASS application also provides a new fund fact sheet design which includes the Lipper Leader Scorecard, and still allows easy client uploads, custom models and immediate proofing, the release said.
“By streamlining the data entry to final proof process, we save our clients valuable time and resources, stated Danny Streiff, President of ICC Plan Solutions. “This also allows us to print and ship the product faster which can add up to substantial savings on shipping charges.”
ICC Plan Solutions offers enrollment kits through its online enrollment kit creation application, ePASS, with no set up fees and no licensing fees. Interested parties can learn more by calling 800-525-6687.