Optimize broker back-office functions for speed, accuracy, and compliance
Digitize insurance operations to launch, manage, and optimize products efficiently.
Handle HNI portfolios, reporting, and client relationship with ease.
Unlock enterprise-wide intelligence, transform data into competitive advantage.
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ISF Illustrate is a standalone off-line system that can illustrate the benefits of life insurance policies to help Agents to explain to the prospective buyer
Life agents need simple to use Sales Illustrations when they are on the go. They need to engage prospects quickly and explain key benefits easily. They should make quick changes and show alternatives to enable choices for prospects. ISF Illustrate provides the simplicity and flexibility needed for agents to reflect protection and savings needs of prospects onto the Illustrations and thus closing the case.
ISF Illustrate has a natural extension of e-proposal to capture the further information that the whole digital proposal is complete for submission to back office.