One of the country’s largest HMO’s uses VisualCalc Custom Calculators & Tools to improve customer acquisition and retention, and reduce administrative costs.
Attract, Engage & Educate Your Customers
It used to be that an informative website was sufficient. Today, customers also expect to be able to interact with you via your website - quickly and intuitively. VisualCalc Custom Calculators & Tools help you direct your customers to the right product for their needs. Attract them with an engaging and intuitive user interface. Guide them by asking relevant questions. Close the sale with an immediate call to action. Keep them coming back to see how changes in their circumstances affect their product needs.
Increase Close Rates & Revenues
VisualCalc Custom Calculators & Tools can be used directly by your customers and website visitors, or by your sales organizations to guide your customers through complex products or life-cycle changes. In either case, these custom calculators & tools can help you increase close rates, reduce cycle time, and increase revenues. We recently worked with a one of the country’s largest banks, for example, on a custom tool that was deployed on their website. This custom tool attracted over one million visitors and generated over 10,000 leads.
Integrated Data Capture Capabilities to Improve Leads and Sales
VisualCalc Custom Calculators & Tools provide integrated data capture capabilities that extend these tools beyond point solutions to a comprehensive, end-to-end customer service, lead generation and sales conversion platform. Our data capture capabilities enable you to capture input data provided by users, then forward this information, along with the results of their analysis, to your own internal systems, such as lead management, CRM and customer support systems. Analysis results can be used to automatically prepare and send customized follow-up communications (in any client-defined format, such a loan application) to prospects, helping to efficiently move the sales cycle forward.
Graphical, Interactive Analytics Dashboards
VisualCalc Custom Calculators & Tools feature a graphical, interactive web analytics dashboard that enables you to measure the effectiveness of our tools across a variety of user segments and usage metrics. These analytics are provided to you in the form of interactive, graphical web-based dashboards that allow you to drill-down and “slice and dice” the data across a number of different dimensions.
Full Customization, Rapid Implementation
VisualCalc Custom Calculators & Tools enable rapid implementation while offering you full customization. You define your business rules, your desired results, and your web-design standards, including compliance with the Americans with Disabilities Act. We provide the user experience and data analysis expertise embedded in our calculator software. We can create a custom calculator or tool for just about any requirement.
Scalable Solutions Starting at $2,500
We can develop custom calculators of varying degrees of complexity to meet your specific needs. We can adapt an existing custom calculator for your needs for as little as $2,500, or create an entirely new custom tool from the ground up for a higher fee (cost is dependent on the specification).
Configurable Custom Tool Platforms
VisualCalc offers a variety of configurable decision support tool platforms that can be easily customized to meet your specific needs. Each of these platforms incorporates a comprehensive calculation engine that supports state-of-the-art computational algorithms and simulation techniques such as Monte Carlo methods. These custom tool platforms also feature advanced graphical user interface elements, including a variety of user input mechanisms (sliders, input boxes, check boxes, etc.) and data display formats (bar charts, line graphs, pie charts, gas gauges, etc.). These custom tool platforms can be easily customized for your specific needs, including branding and graphic standards, user interface standards, and business rules. The configurable custom tool platforms we currently offer are listed below. Click the links for more details.
Custom Calculators & Tools:
Customer Examples
Below are some examples of Custom Calculators & Tools we have created for some of our customers. Click on any of the links to get a general idea of the types of custom calculator and sales tool software we can create. Then, contact us and we can discuss a VisualCalc Custom Calculator or Tool that meets your specific needs.
Member service tool that helps Kaiser members estimate individual and annual treatment costs for Kaiser services. This custom tool replaced a static PDF file that Kaiser was using with an automated, web-based self-service tool that enables a dynamic look-up of fees, and a personalized creation of cost estimates that help members with planning for their budgets and HSA contributions.
Custom tool that helps existing and prospective members determine their optimal health plan based on their projected use of Kaiser services. This tool helps members choose plans at open enrollment, and assists prospective members and brokers in analyzing alternative plans from different health care providers. The plan data is updated regularly, so the information is always current and up-to-date.
Merrill Lynch Personal Retirement Number Tool
This custom tool is an extremely successful lead generation tool for Merrill Lynch’s Retirement Services. This web-based consumer tool computes "Nest Egg" requirements for retirement planning using a sophisticated Monte Carlo simulation, and enables "what-ifs" for retirement age, investment style, income and inflation.
Bank of America Practice Solutions Tool
This custom tool is a loan sales tool designed for big-ticket equipment financing. The tool is used by Bank of America’s customers, employees and equipment vendors.
Bank of America Small Business Account Recommendation Tool
Custom tool used to develop checking account recommendations for customers. This automated tool uses sever-based rate and fee data to recommend "Best Fit" account types. The tool is used by both BofA customers and banking center employees.




