Equisoft/illustrate Description
Exceptional insurance illustration software designed to enable your advisors to present with professionalism, as it automates many tasks for them. Acknowledged by Celent as a top performer in the 2020 Life illustrations report, it allows users to leverage multiple solutions, explore hypothetical scenarios, and compare complete products or specific features easily. With just one click, you can showcase insurance benefits and evaluate them against various financial products or strategies. Our platform is entirely web-based, yet it can also function offline on a laptop when necessary, ensuring that even in offline mode, all rules, rates, and calculations remain accessible and shareable. This versatility makes it an invaluable tool for advisors looking to enhance their client presentations effectively.
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NaviPlan
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Agiliux
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Company Details
Company:
Equisoft
Year Founded:
1994
Headquarters:
Canada
Website:
www.equisoft.com/products/quotes-illustrations-illustrate
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
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