ICC Plan Solutions has spent 18 months and several thousand dollars on the system upgrade. ePASS, ICCâs online enrollment kit creation application, has increased functionality by nearly 45%. ePASS 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. Of course the EPASS system still allows easy client uploads, custom models and immediate proofing.
âICC Plan Solutions online enrollment kit creation system, ePASS, has always been the fastest and easiest system in the industry but now it is the most robust;â stated Danny Streiff, President of ICC Plan Solutions. âBy streamlining the data entry to final proof process, we save our clients valuable time and resources. This also allows us to print and ship the product faster which can add up to substantial savings on shipping charges.â