Improving Risk Selection is a goal of all insurers and agencies. eValuate (eV) supports carrier-specific underwriting rules including multiple impairments, co-morbidities, debits and credits, temporary flat extras and other ‘secret-sauce’. It provides Agency workflow and the ability to review and quote multiple Carriers, including specific automated underwriting guidelines and impairment parameters!
Trusty Select Pro is a complete, cloud-based health insurance quoting and enrollment platform that compares and evaluates all health Insurance plans nationally for thousands of beneficiaries at a time, creating greater, faster access for your clients’ healthcare choices and costs.
As an interactive single-inquiry solution, LexisNexis® Life Data Prefill helps streamline the insurance process at the point of application, reducing the time and cost of capturing some of the data necessary to help properly evaluate your applicants.
Covr advisor digital platform is the easy way for financial advisors to meet their clients life insurance needs. The co-branded dashboard allows the advisor to easily select the needed product, whether is life, long term care or disability coverage. Compare the products and premiums and complete the process online in minutes. Cover’s virtual advise model allows financial advisor to better serve its clients anytime, anywhere.
Covr Consumer provides a turnkey AI guide insurance platform for consumers of major financial brands. Covr offers a fast and personalized experience with a wide variety of products from leading insurance companies and Omni channel support, the Covr consumer is fully tagged and seamlessly integrates into a financial brand consumer experience, allowing Consumers buy insurance products from a name they trust. The consumer platform can be customized with the brand, logo and colors of each financial institution.
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.
Covering all life, critical illness, disability and annuity products, OPUS Illustrations provides the ability to produce quotes, comparisons, and compliant illustration reports through a user-friendly interface that delivers quick calculations and reports every time, no matter the number of users. This enables informed decision making to elevate the agent and client experience, meanwhile offering carriers a range of benefits.
eNoah’s illustration support service, led by an executive professional who understands your needs based on over 20 years of experience in the US life insurance industry, provides illustration support for Term Insurance, Whole Life Insurance, Universal Life Insurance, Disability Insurance, and Long Term Care. The number of reports generated per day depends on various factors, such as the number of scenarios requested and the kind of product, but turnaround time for the vast majority of illustrations is 24 hours. Almost 98% are completed during the same business day, and day-end orders are delivered before the start of the next business day. By leveraging our support, you can improve profitability, process efficiency, and cash flow while reducing cycle time and cost.
We typically support around both Basic/Regular and In-Force illustrations, but can also support supplemental and LIRP illustrations.
Illustrations is a SaaS-based solution that provides a fully integrated experience for generating insurance illustrations. It is the only SaaS-based illustrations solution that is mobile, has an integrated agent experience, offers direct access to distribution, and integrates with iGO e-App. Illustrations offers prospects the option to purchase a full illustrations suite or elect for a “wrapped” version (Illustrations Integrator). Supports comprehensive features, what-if scenarios, needs analysis and advanced sales concepts across all life and annuity product lines including UL, Index UL, Variable UL, Whole Life, Term, Fixed Annuities, Indexed Annuities, Variable Annuities, and Disability / Health lines.
Insurance Technologies 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.
Ebix 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.