Abstract: A method for generating a customized proposal in the development of insurance plans for a customer is provided. Customer data is stored within a database in a computer system. This database has stored insurance plan products. A description of insurance plan options available to the customer is displayed on a display device based upon the stored customer data and user selected plan options obtained from an input device. A customized proposal is generated based upon a selection made from the presented insurance plan options. The customized proposal includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. In addition, a computer system and a computer program product readable by a computer system having computer-executable instructions that when executed cause a processor of a computer system to perform this method are provided.

Abstract: A sales presentation generation system which integrates customer specific information with a selling entity element to generate a presentation item for the sale of a product customized for a particular customer of the selling entity. The customized presentation item may be constructed in a manner which reinforces the identity of the selling entity element by integrating customer solution information with a selling entity element having an impression characteristics which indirectly conveys the identity of the selling entity. A portion of the customer solution may be presented to the customer in a manner which maintains such impression characteristics of the selected selling entity element so as to convey a desired corporate “image”. A presentation item generated using the system may be further, or in the alternative, customized in accordance with the type of customer to which the presentation is directed.