InsurTech Sales Quoting and Illustration Tools
ForeSight® Life and Annuity Illustration Software
ForeSight® aligns illustrations with the way insurance and retirement solutions are sold. ForeSight is an intuitive and responsive point-of-sale insurance illustration software solution that supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. With robust rules and pre-built sales tools, ForeSight delivers a dynamic and guided sales illustration process, producing compliant and compelling illustrations for annuities, life, long-term care and more. Highlight your product differentiators and provide a clearer picture to prospective and existing policyholders with ForeSight.
WinFlex Web Insurance Illustration Software
WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers. Both the WinFlex and WinFlex Express interfaces allow users to run multiple carrier illustrations while only requiring them to learn one system.
- Single System Simplicity and Power
- 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.
Case Design & Illustration
Introducing the first “single-entry” illustration quoting platform that helps agencies, case designers, wholesalers and producers streamline the illustration process. Finally! A way to enter insured information and case design parameters once to drive multiple carrier and plan illustrations. No more toggling between carriers and plans! A one stop shop.
Discover how Intelligent Quote can help you transform your work day and business with: An Intuit-like experience with a clean and easy to navigate user interface Enter insured and case design information only once to drive multiple illustrations Benchmarking features to help evaluate the best carrier and plan to recommend Intelligent Quote is the first web-based, multi-carrier illustration platform that streamlines the life insurance illustration process with “single entry” quoting.
Reduce the time you spend on case design by up to 30% and create more free time during the day for consultative selling.