A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.
Equisoft/illustrate is a software product that enables insurance carriers to provide their sales force with the most modern and advanced quoting and illustrations system. It serves the advisor in a number ofcapacities, from quickly providing a premium cost to a prospect, to generating a federal and regional compliant illustration reports. Equisoft/illustrate goes beyondthose key requirements, it empowers the advisor by enabling him to build combined proposals, compare product options, compare products types, run a sales strategy for cash value products (aka Sales Concepts) and much more!
It can be bought as a fully standalone solution that seamlessly integrates within the carrier systems. It also nicely complements Oracle OIPA by leveraging the product definitions, therefore facilitating maintenance and speed to market.
Mobile & Saas enabled
- No need to worry about rates updates and distribution, updates are instantaneous.
- Access your quotes and illustrations from any devices (phone, tablet, desktops).
Product centric user interface
- The way the fields are positioned within the page is specific to product groupings.
- It enables the user experience to be highly tuned to the product offering instead of a generic interface.
Shared product definition with OIPA
- When implementing our illustrations with OIPA, you only have to update the rates once.
- This facilitates maintenance and speeds up product changes.
- Strategies are embedded within our illustrations, meaning very easy to add comparison
Multiple Product compares
- Compare different product characteristics with a click.
- Side-by-side compare any product types and categorizes to better explain differences.
- Advanced projection analysis between scenarios like interest-sensitive projections and cash value.
Flexible integration architecture
- Integrate to your own agent user list.
- Re-use your reporting tools.
- Feed our tool from your CRM.
- Download existing policies values and run simple reprojections.
- Illustrate changes such as adding a rider, modifying the face amount and planning withdrawals/loans.
- Connect to various back-office systems through our Data Conversion Architect tool (DCA).
- Equisoft/illustrate is simple and modern compared to others using 10+ years old technologies that sometimes cannot operate on the web.
- None of our competition has the knowledge and know-how to execute and give advice on the 2017 Canadian taxation.
- We seamlessly integrate with the carrier ecosystem through a high level of branding and policy administration integration.