Audience
Businesses in need of a complete Life Insurance solution
About Equisoft/illustrate
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. Leverage multiple solves, run what-if scenarios, compare full products, or just features. Show insurance benefits with a single click, and compare against other financial products or strategies. 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.
Other Popular Alternatives & Related Software
LifeGuide
The LifeGuide® Professional software is produced independently of all insurance sales and marketing organizations, without any direct or indirect affiliations with any insurance marketing organization. The primary focus is to benefit the insurance buying consumer in the most objective, complete and professional manner. As a consequence, LifeGuide® subscribers enjoy the widest and continuously increasing service and competitive edge and advantage. The LifeGuide® Professional Software covers the entire range of life insurance products. No other independently produced life insurance research, comparison and information software in Canada provides the number of products, the number of companies and the level of comprehensive research and comparison facilities, features and tools that are provided to professionals on the LifeGuide software. The range of products on LifeGuide includes:
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Breathe
Hybrid distribution driven by advisors, consumers, or a combo of both, unleash the future of life insurance distribution. The best digital solution is the one that solves your business objectives. The modularity and flexibility of the Breathe Life Platform cater to this exact need. We provide insurers with a solution that can be used in part or in full. The Breathe Life Hybrid Distribution platform offers advisors a flexible and unified selling experience, gives carriers access to powerful data analytics, and provides consumers with a modern buying experience that creates trust and long-term loyalty. Leverage the most advanced eApp with a suite of cloud-based tools to manage leads, customers, and their life insurance applications, for advisor-driven, self-serve, or a hybrid of both. Breathe Life is a company started by a group of energetic founders who understand the value of life insurance and were determined to find a better way to distribute products.
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Agiliux
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
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• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Integrations
Company Information
Equisoft
Founded: 1994
Canada
www.equisoft.com/products/quotes-illustrations-illustrate
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online