ForeCast - Illustration Software

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The CalcFocus Forecast System enables inforce ‘as is’ and ‘what-if’ illustrations that are industry unique in advanced functionality. The Forecast System enables real-time inforce illustrations to be launched directly from the customer service desktop. Other users may access the inforce illustration interface based on role-based access rules and security protocols. Different user roles may access the functionality with restricted or full user entry functionality. Inforce ‘as is’ illustrations can be executed based on a single key stroke.

The Forecast system uses the CalcFocus user interface, interactive graphics, and document creation services to facilitate ease of use, policyholder experience, and to automate policyholder follow-up.

Key Features

Key Features includes:

  • Real-time ‘as is’ / ‘what-if’ user interface plus one-click “health check” based on current state
  • Selectable what-if automated “on track” templates and free-form entry (for actuaries and authorized representatives)
  • PDF/A branded NAIC life insurance illustrations model regulation document(s)
  • Response may include ‘as is’ document; ‘what-if” premium or loan repayment plan; “what if” face reduction; and policyholder e-application to change to what either document recommends
  • Interactive graphics, during data entry for CSR and agent; also available for “health check” on policyholder portal
  • Readiness for emerging State inforce solve requirements, like NY DFS 10 and California Assembly Bill 2634, and for “early alert and remediation” for collapsing interest sensitive policy values
  • Supports all Whole Life, Universal Life and Annuity Product lines, include Group and Variable products
  • Seemless integration with the CalcFocus Quality tool enables customers to easily create regression suites, which can be used to test future upgrades and insure all expected results match every time.

Product/Service details