This website uses cookies We use cookies on our Website to improve your browsing experience, site performance and to gather statistics. If you wish to know more about cookies, how to prevent the installation of these cookies and change the settings of your browser, click "show details" below. Read more about our cookies policy. Only necessary cookies Allow selection Allow all cookies Necessary Preferences Statistics Marketing Show details New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu equisoft/illustrate Quotes & Illustrations Made Easy Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 life illustrations report. Equisoft/illustrate is a flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and insurance illustrations. Get a Demo Anywhere, Any Device Features That Empower Your Sales Process Show the Best Offering in Seconds Leverage multiple solves, run what-if scenarios, compare full products, or just features. "The UI provides the unique capability of real time calculation refreshes on the illustration input page." - Celent Support All Life and Annuity Products Include variable, indexed, and participative products in your presentations. Add Sales Concepts From Within the Illustration Show insurance benefits with a single click, and compare against other financial products or strategies. “Equisoft/illustrate provides the best experience we saw across all illustration systems this year. “ - Celent "Equisoft/illustrate Should Be on an Insurer’s Short List When Considering a New Illustration System.” – Karen Monks, Sr. Analyst Read the Celent Report XCelent Awards 2020 for Life Insurance Illustration Systems Acknowledged by Celent for advanced technology and breadth of functionality, and for providing “the best experience across all illustration systems.” Get The Report Flexible Architecture That Delivers Without Compromise Drastically Reduce Product Maintenance Make Integrations Quicker & Easier Maintain the Platform Yourself, or Leave It to Us Share product rates, calculations, and definitions with OIPA, or your own engine. Use pre-setup integrations or implement your own with protocols like ACORD, XSLFO, OpenID. Flexible maintenance options allow you to handle as much or little of rules or configurations. Offline Capability for Internet Spotty Regions Our solution is fully web-based, but can also be deployed offline on a laptop if needed. And even if it’s offline the same rules, rates and calculations can still be shared. Choose the Calculation Engine That’s Right For You Flexibility gives you options. Use our Equisoft calculation engine, Oracle's OIPA, or your own. SaaS Enabled, and Mobile Ready Rates and distribution updates are instantaneous, and the tool can be accessed anywhere. The Most Advanced Illustration & Quoting System in the World Still not convinced? Let's connect Packed with deep, enterprise level features NAIC compliant functionality Includes advice on 2017 Canadian taxation Comes with Equisoft/apply pre-configured Seamless policy admin integration High quality branding, and white labelling Easy to use and maintain Cutting Edge, User-Friendly Software for Quotes and Insurance Illustrations 1 M + Illustration proposals per year 7M + Scenarios ran per year 50,000 + Advisors enabled by our tool Featured Expert Robert Chaoui Vice President, Account Management Canada Robert is an investment and insurance implementation expert with rich insights into every phase of the software lifecycle, including development and business analysis. See more insights from Robert Contact Robert Illustrations on Overdrive. How to Turn Table Stakes Into Your Competitive Edge Read the case study to see how one life insurance company: Tailored advice to fit their business model and insurance sales processes Enabled their insurance agents to quickly generate illustrations anywhere, anytime Integrated solutions for their back and front-office systems Access The Case Study Easy to Implement, Regardless of Your Strategy Full SaaS *Preferred For organizations that want their own illustrations without any maintenance. Quickest turn key solution You just send rates and product specs Our experts handle the rest Custom Install For larger organizations looking for deeper integration or advanced self-maintenance. Enterprise licensing or by usage Self maintained or managed by Equisoft Empower Your Advisors To Illustrate Like Pros Insights Contact Careers About Us Latest News Equisoft/analyze for Advisors Login Equisoft/centralize Login Equisoft/connect Login Subscribe To Our Insights Newsletter ©2021 Equisoft. All rights reserved. Privacy Terms Security Cookies