A global carrier saw an opportunity to leave behind their old illustration tools and gain an edge in the market by offering advisors a next-generation solution that would boost sales.
Read the case study to learn how the carrier:
- Leveraged illustrations to become a market leader with Equisoft/illustrate
- Tailored advice to fit their business model and processes
- Enabled their advisors to quickly generate illustrations anywhere, anytime
- Integrated the illustration solution into their back and front-office systems
The Challenge #
The carrier’s goal was to not just provide potential clients with product details but to leverage illustrations as a platform for building client confidence in their advisors and the solutions they were recommending. They made the transformational shift from viewing illustrations as an operational necessity to positioning them as a robust strategic tool.
The Results #
Discover how Equisoft/illustrate delivered configurability tailored to the insurer’s business model, and enabled advisors to operate online and offline. The SaaS model meant that the carrier didn’t have to worry about maintaining the solution, upgrades, or security.
Unlock the Future of Insurance with Equisoft #
Download this case study and uncover the intricate challenges, strategic decisions, and the impressive outcomes as the carrier reshaped their policy illustration approach with Equisoft/illustrate.