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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.

Key Features

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.

Sales Strategies

  • 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.

Inforceillustrations support

  • 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).

Key Benefits

  • 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.



Product/Service details