OPUS Illustrations
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
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Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
illustrate inc builds powerful digital solutions including quoting, illustrations, eApps, needs analysis, and more for the North American Life Insurance industry. No matter where a Carrier is on their digital journey, or the size and complexity of their business, the OPUS suite of solutions are a perfect fit, adding tremendous value and functionality to any current systems while supporting flexibility for future growth.
Web and Offline, Mobile and Desktop, New Business and Inforce, the OPUS system is built on a modular basis to deploy as either a full suite or specific functionality sets. Through API technology, any OPUS module is easily integrated with any capable customer or 3rd party system to ensure the seamless and secure transfer and flow of data, and to deliver a positive User and Customer Experience.
Calculation, quoting, illustration, and reporting capabilities cover virtually any scenario, from basic to complex, of all Life Insurance and Annuity requirements, including regulatory and compliance. At the foundation of the calculation capabilities is the proprietary OPUS Calc Engine, a powerful and robust engine with pre-built and flexible calculation rules. Customer specific business requirements are built by business users vs developers and integrate with the OPUS Calc Engine to deliver fast, accurate, and consistent results.
Key Features
System Overview
▪ Powerful Calc Engine: Uses proprietary smartfileTM technology to process customer specific business rules and requirements to deliver fast and accurate calculations.
▪ Integration: API driven for easy 2-way integration with 3rd party systems including policy admin, eApp, CRM, MIB, LexisNexis, ExamOne and others.
▪ Reporting: Detailed, compliant and visually engaging illustration reports.
▪ Accessibility: Web, offline, and mobile options.
▪ Configurable: Designed to be built and maintained by business users vs developers.
▪ Data accuracy: Enter data only once, input guidance, global default settings and error notifications.
▪ Sustainable and scalable: Built for future growth with ability to accomodate virtually unlimited users and concurrent transactions.
UI Features
▪ Case management: Client and case search, archiving, retrieval, case status, etc.
▪ Quote compare: Facilitate easy analysis, review, comparison and selection across plans and product lines.
▪ Age and amount requirements: Generated and displayed based on client and product inputs.
▪ Summary panes and visualizations: Dynamically changing summary pane conveniently displays and visualizes client and product information.
▪ Reflexive display, navigation and search: Displays only relevant information, seach and retrieve existing cases, and tab navigation for ease of use.
▪ Customization options: Carrier specific branding and requirements, with configurable role-based user preferences.
▪ Multiple outputs and views: Illustration reports, multilingual, import/export functionality, excel view, ACORD standard, print, email and text capabilities.
Key Benefits
▪ Powerful Calc Engine handles any scenario with speed and accuracy
▪ Automated workflow to drive new revenue and reduce operating costs
▪ Dynamic, customizable and compliant illustration reports
▪ Modular and API driven to enable integration with other systems
▪ New business and inforce calculations and reporting
▪ Accessible through web, offline and mobile options
