Software

We are your sales force's best friend and we can eliminate a lot of headaches for the Home Office too.

Point-of-Sale
Our point-of-sale software allows your agents to generate customized illustrations for their prospective clients during that first interview. Integrated Needs Analysis and persuasive graphs can be generated to increase the closing ratio thus boosting sales. The software is windows-based and easy to use so no more time-consuming requests for the Home Office to generate illustration after illustration.

We customize each system for our clients. You won't have to wrestle with a generic package that is intended to meet every company's needs but doesn't really satisfy anyone. Instead we start with a framework and then add all of the products and features that you want, using the terminology that your company is already familiar with.

Inforce Illustration
Here's the good part: we can build Inforce Illustration functionality right into your point-of-sale software so, once again, the sales force can generate their own NAIC-compliant inforce illustrations using the same point-of-sale software they are familiar with and already know how to use.

If your sales force computers are equipped with Internet connectivity, we have an automated method to download the most current inforce data from the Home Office. This makes the Inforce Illustration extremely timely and accurate. Once the data has been downloaded, all of the features available in the point-of-sale software can be used to generate customized plans for the future.

All Types of Life Insurance and Annuities
We illustrate all types of life insurance, and all types of annuities. We can also handle all of those special variations that the marketing directors and product actuaries craft to make each product unique.



	Software Types of Illustration Illustration Features Sales Support Tools Solves We are your sales force's best friend and we can eliminate a lot of headaches for the Home Office too. Point-of-Sale Our point-of-sale software allows your agents to generate customized illustrations for their prospective clients during that first interview. Integrated Needs Analysis and persuasive graphs can be generated to increase the closing ratio thus boosting sales. The software is windows-based and easy to use so no more time-consuming requests for the Home Office to generate illustration after illustration. We customize each system for our clients. You won't have to wrestle with a generic package that is intended to meet every company's needs but doesn't really satisfy anyone. Instead we start with a framework and then add all of the products and features that you want, using the terminology that your company is already familiar with. Inforce Illustration Here's the good part: we can build Inforce Illustration functionality right into your point-of-sale software so, once again, the sales force can generate their own NAIC-compliant inforce illustrations using the same point-of-sale software they are familiar with and already know how to use. If your sales force computers are equipped with Internet connectivity, we have an automated method to download the most current inforce data from the Home Office. This makes the Inforce Illustration extremely timely and accurate. Once the data has been downloaded, all of the features available in the point-of-sale software can be used to generate customized plans for the future. All Types of Life Insurance and Annuities We illustrate all types of life insurance, and all types of annuities. We can also handle all of those special variations that the marketing directors and product actuaries craft to make each product unique. More on Types of Illustration. Illustration Features Our user-friendly software is loaded with powerful tools that save you time when you want to present that customized solution to your prospective client. More on Illustration Features. Sales Support Tools The whole idea is to purchase software that will make it easier for your sales force to close the sale and increase business. With this in mind, we have available a series of tools that will empower your sales force with all of the "Gee-Whiz" features they have been asking for. More on Sales Support Tools. Customer Support Fifteen years of supporting our software has made support "after the sale" one of our greatest strengths. Once we have you as a customer, we don't want to lose you so we have learned to provide an outstanding level of help to our customers. Whether it is technical questions, training questions or features you want to add or change, we will be there to help you. Price Our software has always been very reasonably priced considering the quality, accuracy and features it offers and the level of support we provide. Since each system is customized for the client, the license and maintenance fees also vary depending on the products illustrated and features selected. We would be happy to provide you with a cost estimate based on a review of your product portfolio. Contact us and we'll get started.