IllustrateNow™ is annuity illustration software built for insurance carriers that need to turn completed illustrations into actionable sales opportunities. It brings alternative scenario insights, CRM integration, case summaries, automated advisor or agent follow-ups, and analytics into one annuity sales workflow—helping teams move from illustration to follow-up to compliance and order entry faster and more consistently. Rather than operating as a standalone annuity illustration calculator, IllustrateNow™ connects illustration data with sales and operational workflows so carriers can turn more annuity illustrations into opportunities their teams can act on.
Push completed annuity illustration data and lead details real-time into Salesforce or your preferred CRM in real time. By removing manual data entry, IllustrateNow™ gives sales teams immediate access to case information and helps wholesalers act on new opportunities faster, with more consistent follow-up across the annuity sales process.
Push completed annuity illustration data and lead details real-time into Salesforce or your preferred CRM in real time. By removing manual data entry, IllustrateNow™ gives sales teams immediate access to case information and helps wholesalers act on new opportunities faster, with more consistent follow-up across the annuity sales process.
Generate concise, structured summaries for every completed annuity illustration. IllustrateNow™ delivers the summary directly into your CRM, giving sales teams an immediate view of the key case information without having to review and piece together the full illustration. Each case is easier to understand and act on, helping wholesalers follow up faster and more effectively.
Generate concise, structured summaries for every completed annuity illustration. IllustrateNow™ delivers the summary directly into your CRM, giving sales teams an immediate view of the key case information without having to review and piece together the full illustration. Each case is easier to understand and act on, helping wholesalers follow up faster and more effectively.
Trigger personalized advisor-facing emails based on completed annuity illustrations. Carriers can choose automated sending or queued drafts for team review, helping wholesalers keep messaging consistent and move opportunities forward with timely follow-up.
Trigger personalized advisor-facing emails based on completed annuity illustrations. Carriers can choose automated sending or queued drafts for team review, helping wholesalers keep messaging consistent and move opportunities forward with timely follow-up.
IllustrateNow™ supports illustrations across a broad range of annuity products, including Variable Annuities (VA), Fixed Index Annuities (FIA), Registered Index-Linked Annuities (RILA), Fixed Annuities and MYGAs, and Immediate Annuities.
IllustrateNow™ supports illustrations across a broad range of annuity products, including Variable Annuities (VA), Fixed Index Annuities (FIA), Registered Index-Linked Annuities (RILA), Fixed Annuities and MYGAs, and Immediate Annuities.
Connect IllustrateNow™ with order entry, application, and compliance workflows through APIs. Annuity illustration data can flow directly into downstream systems, reducing duplicate data entry and creating a more seamless transition from illustration to application.
Connect IllustrateNow™ with order entry, application, and compliance workflows through APIs. Annuity illustration data can flow directly into downstream systems, reducing duplicate data entry and creating a more seamless transition from illustration to application.
The platform can also support living benefits, death benefits, and other product riders, giving carriers the flexibility to configure illustration workflows around their specific annuity product portfolio.
The platform can also support living benefits, death benefits, and other product riders, giving carriers the flexibility to configure illustration workflows around their specific annuity product portfolio.
Use annuity illustration data to support sales, marketing, and product-development decisions. IllustrateNow™ provides visibility into illustration activity and trends, helping carriers better understand how their products are being illustrated and where sales opportunities are emerging.
IllustrateNow™ is built on a modern technology stack designed to support fast updates, continuous improvement, and reliable execution. Automated testing helps maintain accuracy and consistency as carrier requirements and annuity illustration workflows evolve.
IllustrateNow™ is built on a modern technology stack designed to support fast updates, continuous improvement, and reliable execution. Automated testing helps maintain accuracy and consistency as carrier requirements and annuity illustration workflows evolve.
IllustrateNow™ is designed with compliance and security as foundational requirements. Generated illustration reports adhere to applicable NAIC standards, supporting consistency with regulatory expectations across distribution channels. The platform follows industry-standard data security practices for data handling, storage, and access, helping carriers align the annuity illustration workflow with enterprise technology and compliance frameworks.
IllustrateNow™ is designed with compliance and security as foundational requirements. Generated illustration reports adhere to applicable NAIC standards, supporting consistency with regulatory expectations across distribution channels. The platform follows industry-standard data security practices for data handling, storage, and access, helping carriers align the annuity illustration workflow with enterprise technology and compliance frameworks.
