As individual life insurers look for ways to better compete on customer experience, illustration tools have become very important in the sales process. Recognized as the most user-friendly illustration system is designed for carriers who want to differentiate themselves by offering an outstanding and customized user experience to advisors and their clients.
Our solution supports all life, annuity and health products, enabling each to have its specific flow between illustration and e-app depending on your needs. This module is fully compatible with all existing platforms and uses next-generation technology that integrates seamlessly with various calculation engines, including Oracle Insurance Policy Administration for Life and Annuity (OIPA).
The latest version of Equisoft/illustrate, allows advisors to easily quote and illustrate more advanced and complex products, including variable life products and embedded sales strategies.