Give your prospective clients detail-rich and accurate cost quotations across 12 major RCBI programs within less than a minute.
The RCBI.Assistant team continually monitors for changes in program pricing, terms, and requirements. No more double-checking. Save hundreds of hours each year.
Customize your offer templates to give it your own company’s look and feel. Save time explaining investment options and costs – let your clients see for themselves with interactive offers
See your calculation- and offer activity over time, monitor your team members’ productivity, and identify trends in inquiries.
No need to wait until you’re “at your desk” to send a response
Free up time for your most skilled and expensive managers. Once you’ve configured your offer template, you can delegate inquiry responses to inexperienced team members, or outsource the task to a low-cost market. No RCBI-knowledge required!
See how to quickly calculate the cost of different RCBI programs for your clients and their families.
Learn how to turn your calculations of different family composition scenarios into detail-rich, comprehensive, and customized offers for your client.
Learn how to garner insights from your data on inquiries, calculations, offers, and team member productivity.
Learn how to configure your offer page template to include your branding, style, and unique content.
To receive further information on prices and plans – or to request a demo – fill in your name and email in the form below and click “send”, or email email@example.com