1. Request Proposal
Please download this form. Please complete this form and fax it to Dyatech at
601-510-9894. Dyatech will contact you to discuss or simply forward a proposal
and related materials to your attention via email or mail.
2. Marketing Materials for Sales & Presentation Process
Please see the following forms that are used to create a proposal for your prospect:
3. Once the client says “Yes”, what is the next step?
The next step for you and your client is to complete one of the Dyatech Plan Design Kits listed below. We have a specific Plan Design Kit for each product offering listed above. Please click on the appropriate kit below and print. Please note, Dyatech is available for a Plan Design conference call to assist and advise on plan design and program installation.
- PlanPrestige Plan Design Kit
- PlanPrestige Disclosure Statement
- PlanSelect Plan Design Kit
- PlanSelect Disclosure Statement
- PlanExpress Plan Design Kit
- PlanExpress Disclosure Statement
- PlanDirect Plan Design Kit
- PlanDirect Disclosure Statement
- PlanSolo Plan Design Kit
- PlanLink Plan Design Kit
- Payroll Services Plan Design Kit
Once the Plan Design Kit is completed please fax it back to Dyatech at 601-510-9894 and follow up with an original copy through the mail.
4. Once Dyatech receives the Plan Design Kit what happens next?
Dyatech will assign you and the your client to an Installation Specialist in our Conversion Department. One of the specialists will immediately contact you and begin establishing timelines for the your client. The installation specialist will also educate you and your client on the entire process and be assertive and proactive with each step. We take the installation very serious and strive to make this a good experience for all parties involved.
An installation specialist can be reached at anytime by email at email@example.com or 866-651-4222, ext. 400.