WinFlex

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Overview

WinFlex Multi-Carrier Insurance Software is a web software system that provides standard entry for multiple life insurance carriers. Both the WinFlex Web and WinFlex Express interfaces allow users to run multiple carrier illustrations while only requiring them to learn one system.

Key Features

ONE System Illustrates Many Carriers
Eliminate the frustration of learning each carrier's software. Enter data once to produce a common format that illustrates many carriers.

Side-by-Side Comparisons
Compare multiple carriers/products in an easy-to-explain side-by-side presentation.

Advanced Sales Concepts
Illustrate the latest sales concepts including split dollar, deferred comp, and executive bonus.

Proposal Visualization
Bring sales illustrations to life by visualizing the plans to easily show premiums paid, cash value, surrender value, income and more.

Wizard Illustrations
Tansform case design operations with integrated ‘single-entry quoting’ and advanced product benchmarking on one single platform.

Key Benefits

WinFlex Web life insurance illustration software offers agents a single system for multiple carriers and advanced sales concepts including split dollar, executive bonus and group carve out.

Provides Full Advanced Sales capabilities
Includes Product Comparisons and Composite for Multiple Clients

Eliminates software distribution and installation
Eliminates end user support for maintaining software

Insures all Producers use current software
Makes bug fixes available immediately. Simplifies and accelerates new product introductions

Allows Carriers to register users on-line
Supports upload of user lists and single user registration

Provides Usage Statistics
Captures data by producer, by product, by concept. Provides real-time views of usage, trends, etc.

Advantage for Carriers
All your brokers on one website
Instant Access, controlled by the carrier

Advantage for Brokers
All your carriers on one website
Instant Access to new carriers, new products

Product/Service details