Quotes & Illustrations software

Enhance CX with Next Gen Insurance Illustration & Quoting Software

Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 life illustrations report.

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Celent Illustrations Report

XCelent Awards 2020 for Life Insurance Illustration Systems

Acknowledged by Celent for advanced technology and breadth of functionality, and for providing “the best experience across all illustration systems.”

Anywhere, Any Device Features That Empower Your Sales Process

Illustrate shows the best

Show the Best Offering in Seconds

Leverage multiple solves, run what-if scenarios, compare full products, or just features.

"The UI provides the unique capability of real time calculation refreshes on the illustration input page." - Celent

Illustrate support all life

Support All Life and Annuity Products

Include variable, indexed, and participative products in your presentations.

Illustrate add sales concepts

Add Sales Concepts From Within the Illustration

Show insurance benefits with a single click, and compare against other financial products or strategies.

“Equisoft/illustrate provides the best experience we saw across all illustration systems this year. “ - Celent

A Comprehensive Guide to Customer Experience in the Life Insurance Industry

Flexible Architecture That Delivers Without Compromise

Illustrate offline capability for

Offline Capability for Internet Spotty Regions

Our solution is fully web-based, but can also be deployed offline on a laptop if needed.

And even if it’s offline the same rules, rates and calculations can still be shared.

Illustration choose the calculation

Choose the Calculation Engine That’s Right For You

Flexibility gives you options. Use our Equisoft calculation engine, Oracle's OIPA, or your own.

Illustrate anywhere Saa S Enabled Mobile Ready

SaaS Enabled, and Mobile Ready

Rates and distribution updates are instantaneous, and the tool can be accessed anywhere.

The Most Advanced Illustration & Quoting System in the World

  • Packed with deep, enterprise level features
  • NAIC compliant functionality
  • Includes advice on 2017 Canadian taxation
  • Comes with Equisoft/apply pre-configured
  • Seamless policy admin integration
  • High quality branding, and white labelling
  • Easy to use and maintain
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Cutting Edge, User-Friendly Software for Quotes and Insurance Illustrations

1 M +

Illustration proposals per year

7M +

Scenarios ran per year

50,000 +

Advisors enabled by our tool

Robert Chaoui

Robert Chaoui

Vice President, Account Management Canada

Robert is an investment and insurance implementation expert with rich insights into every phase of the software lifecycle, including development and business analysis.

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Illustrations on Overdrive. How to Turn Table Stakes Into Your Competitive Edge

Read the case study to see how one life insurance company:

  • Tailored advice to fit their business model and insurance sales processes
  • Enabled their insurance agents to quickly generate illustrations anywhere, anytime
  • Integrated solutions for their back and front-office systems
EQUISOFT e Book Turning Illustrations from Table Stakes into a Competitive Advantage

Easy to Implement, Regardless of Your Strategy

Empower Your Advisors To Illustrate Like Pros