Benefits booklets
401(k) statements
Applications
Quotes
Declarations pages
Bills
Notices
Endorsements
Renewals
Explanations of benefits
Agent reports
Claim reports
Commission statements
Installment schedules
Cancellation notices
Using Dialogue to create a web-based interactive Pitch Book system to produce customized retirement plan presentations for prospects of all sizes, The Principal reduced total document preparation time for these tools from several hours to 20 minutes and creates a fully customized pitch book with a 75 percent reduction in total cost.



