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.
Equisoft/illustrate Alternatives
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
Learn more
Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies.
The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance.
Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.
Learn more
Breathe
The future of life insurance distribution is being shaped by a hybrid approach that combines the efforts of advisors, consumers, or both. The ideal digital solution is one that effectively addresses your specific business goals. Breathe Life Platform's modularity and adaptability are designed to meet these requirements precisely. Our offering allows insurers to utilize the platform in full or select specific components as needed. The Hybrid Distribution platform from Breathe Life empowers advisors with a cohesive and adaptable selling experience, provides carriers with robust data analytics capabilities, and enhances the consumer experience, fostering trust and loyalty over time. By utilizing our cutting-edge eApp alongside a suite of cloud-based tools, you can efficiently manage leads, customer relationships, and life insurance applications, whether through advisor-led methods, self-service options, or a blend of both. Breathe Life was founded by a dynamic team who recognize the significance of life insurance and are committed to improving the distribution process. With a focus on innovation, we strive to elevate the standards of life insurance distribution to better serve all parties involved.
Learn more
NextAgency for Health & Life Insurance
NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies.
NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business.
Key capabilities include:
• Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service
• Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications
• Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting
• Compliance and disclosure management with document storage, e-signatures, and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management
• Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software
• Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support
• Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use
Learn more
Integrations
Company Details
Company:
Equisoft
Year Founded:
1994
Headquarters:
Canada
Website:
www.equisoft.com/products/quotes-illustrations-illustrate
Media
Recommended Products
Build Agents and Models on One Platform
Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
Equisoft/illustrate Features and Options
Equisoft/illustrate User Reviews
Write a Review- Previous
- Next