Available from Equisoft

Product Details

Equisoft’s illustration sales tool provides industry-leading solutions for easy, state-of-the-art policy illustrating and quote building across multiple platforms. Available with InsuranceElements , as part of our Equisoft Composite or as a separate module.

✓ Full life, health and annuity product lines
✓ Streiamlined digital experience across the full sales process: needs analysis, sales strategies, quoting and illustration, e-app, underwriting and in-force servicing
✓ Omni channel access: Web, disconnected, mobile
✓ Multilingual: English, Spanish and French out-of-the-box user interfaces and reporting
✓ Layered architecture providing carriers the ability to completely customize the UI without changing the core product, across platforms
✓ Complete access to modify the carrier layer code
✓ API to integrate with external calculation engines such as Oracle Insurance Policy Administration
✓ Continuous adjustments and analytics to fine-tune user experience

Our illustrations solution features low cost of ownership and flexible pricing options, allowing insurers to select their optimum model.

✓ On-premise licensing or Cloud/Software as a service (SaaS) (options include per user, per illustration/quote, per application)
✓ Customized pricing options available (e.g. Performance-based pricing)
✓ Fixed-price implementation available
✓ Product license or license/implementation package

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