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.
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
Include variable, indexed, and participative products in your presentations.
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
Acknowledged by Celent for advanced technology and breadth of functionality, and for providing “the best experience across all illustration systems.”
Share product rates, calculations, and definitions with OIPA, or your own engine.
Use pre-setup integrations or implement your own with protocols like ACORD, XSLFO, OpenID.
Flexible maintenance options allow you to handle as much or little of rules or configurations.
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.
Flexibility gives you options. Use our Equisoft calculation engine, Oracle's OIPA, or your own.
Rates and distribution updates are instantaneous, and the tool can be accessed anywhere.
1 M +
Illustration proposals per year
Scenarios ran per year
Advisors enabled by our tool
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.See more insights from Robert
For organizations that want their own illustrations without any maintenance.
For larger organizations looking for deeper integration or advanced self-maintenance.