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Hero7 Benefit Gap Analysis & Proposal Builder

Evaluate the benefit gap for your client or prospect and propose a path for improvement.

FEATURES

  • Search for prospective clients
  • Narrow results using filters
  • Set orgs as prospects or clients
  • Evaluate benefit gap probability
  • View estimated PGI Score
  • Simple one-click proposal generation
  • Update numbers based on ALICE
  • Customize colors, logos and slides
  • Easy-send for follow-ups and review
  • Actionable steps to grow your client-base
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Hero7 Plan Governance Index (PGI)

Evaluate the current state of governance for both your clients and prospects.

FEATURES

  • Simple binary Yes/No survey tool
  • Options to verify or supply documentation
  • Commenting options to support each response
  • Easily generate initial baseline score
  • Third-party submission to streamline process
  • Ability to produce reporting for each survey
  • Manage your entire book of business 
  • Option to evaluate DC, DB, and other plans
  • Use for prospecting as well as client retention
  • NEW! Auditor Network capabilities
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