1. Rezilient Direct Release 2.0
We will begin in a few minutes, Thank you for your patience
Training

2. Welcome
Thank you for taking the to time to participate

3. Agenda Please Hold Questions to the End New Features New Product
Launch Schedule
New Login
New Multi-Quote Screen
Customer view
New Admin
New Dashboard (Admin only)
Demo
Please Hold Questions to the End

4. New Features Multi-Product Multi-Premium
You can now select multiple products and then do Steps 1-3 only once
Multi-Premium
You can now dynamically change premiums while remaining on quote screen
Enhanced SMS and notification and customers acceptance process
You can now close sales faster with our new enhanced signature process
Management Dashboard (admin only)
You can now track vital business statistics from a single business dashboard

5. New Product Contact Greg Feste or Jay Drucker for Signup details
Introducing Health + Guard
Benefits include the following:
Telemedicine
Dental
Nurse Line
Vision
Prescription Drugs
Labs
Imaging
Hearing
Diabetic Treatment
Chiropractic & Alternative Medicine
Child & Elder Care Assistance
The monthly cost for Health + Guard is $34.95 with a one-time $30 enrollment fee.
Contact Greg Feste or Jay Drucker for Signup details

6. Launch Schedule Training Oct 3 - 14 New Login signup now- Oct 17
Release 2.0 Cutover date Oct 18
Missed/makeup and new hire training Oct 18 – 28
Fall Open Enrollment Begins Nov 1

7. Account Signup (BGA & Agent/Call Center)
Every individual user will need to have their own unique Login (the system will not allow two people to login at the same time with the same user name and password)
User must register with;
AIG agent number
Your address (Business or Personal) which will become your user name
You will then be asked to create your very own password (least 8 characters)
You also be asked a security question so you can reset your password online
The link may be distributed to your down-line users so they can register PLEASE REMEMBER TO REGISTER FIRST AND PROVIDE THEM WITH YOUR AIG AGENT NUMBER so that you get credit for the business they write.

8. Account Signup (BGA, Agent & Call Center)

9. Account Signup (BGA/Agent)

10. Account Signup (BGA/Agent)
Business or Personal (Must be unique)

11. Account Signup (Call Center Agent)

12. New Login

13. New Multi-Quote Screen
Single Screen
You can now dynamically quote different premium levels
You can now upsell/cross sell multiple products simultaneously
You will only have to go thru steps 1-3 once for multiple products

14. Multi-Quote Screen
Start here and fill in quote settings Press Search and list of available products will display on screen

15. Multi – Quote Screen Carrier Default Premium List of Products
Expand to adjust Premium
Carrier
List of Products

16. Multi-Quote Screen Adjust Premium and Options
New price Dynamically displayed
Adjust Premiums & Select Options
Expand to view

17. Multi-Quote Screen Product Highlights & Benefit
Plan Summary & Benefits

18. Selected Premiums will Dynamically update
Multi-Quote Screen Selecting Products for purchase
Selected Premiums will Dynamically update
Click to toggle between Selecting & Unselecting

19. Multi-Quote Screen Summary View and Buy Now
Summary View collapses ALL expanded boxes
Proceed with Purchase Pr
Summary View collapses ALL expanded boxes
Proceed with Purchase

20. You need to only fill out Once
Step 1 Personal Info
You need to only fill out Once

21. Step 2 Questions (If any)
Again you need to only fill out Once

22. Again you need to only fill out Once
Step 3 Payment
Again you need to only fill out Once

23. Customer Link Agreements & Signature

24. Customer Link Sign Application

25. Customer Link Confirmation

26. Admin Agent settings

27. Sample Dashboard (Admin Only)

28. DEMO

29. Questions?
Please Submit in Chat window

30. If you have any questions or concerns please contact Support at
THANK YOU
If you have any questions or concerns please contact Support at
Copy of Presentation will be made available on the registration Website by Oct 11