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.
IllustrateNow™ uses data from the current annuity illustration to surface approved alternative scenarios based on products, terms, riders, income outcomes, growth outcomes, or combinations of these. Carrier administrators control which scenarios are available, and sales teams can update the original illustration with a selected insight in a single click.
This gives wholesalers a faster way to compare annuity illustrations while keeping the workflow aligned with carrier-defined rules.
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.
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.
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.
IllustrateNow™ uses an API-first cloud architecture with modular calculation engine designed for rapid updates, continuous improvement, and reliable scalability. Built-in automated testing helps maintain accuracy and consistency as carrier products, rates, illustration requirements, inputs, and outputs change.
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.
Annuity illustration software enables insurance carriers to model annuity product scenarios and generate consistent, compliant illustrations for financial professionals and their clients. It brings together product rules, rates, assumptions, riders, disclosures, and calculation logic to support the illustration process and can also connect illustration activity with broader sales and distribution workflows.
Insurance carriers should evaluate an annuity illustration software provider based on calculation accuracy, product flexibility, automated testing, integrated rate updates, implementation capabilities, system integrations, compliance support, analytics, customization, security, and ongoing product maintenance. A strong platform should make it easier to introduce and update products while supporting reliable illustration and distribution workflows without unnecessary manual processes.
An annuity illustration calculator is typically designed to calculate or display a particular annuity scenario or planning concept. Annuity illustration software supports the broader carrier illustration environment, including product calculation logic, rates, riders, disclosures, scenario generation, testing, system integrations, and the workflows surrounding completed illustrations.
Annuity illustration software gives carrier sales and distribution teams a consistent, compliant way to model product scenarios, generate quotes and illustrations, and communicate how an annuity may perform under different assumptions. These illustrations help financial professionals evaluate product options, understand potential benefits and tradeoffs, and present relevant information to their clients as part of the sales and decision-making process.
Yes. Modern annuity illustration software can integrate with Salesforce and other CRM platforms through APIs or other system connections. IllustrateNow™ can connect completed illustration data and related lead or case information with CRM workflows, helping reduce manual data entry and giving sales and distribution teams greater visibility into illustration activity.
Yes. Annuity illustration software can connect with downstream order entry, application, compliance, and other carrier systems through APIs and data integrations. This can allow information already captured during the illustration process to flow into subsequent workflows, reducing duplicate data entry and helping create a more connected experience for financial professionals and carrier teams.
IllustrateNow™ is designed to integrate with these systems while allowing carriers to continue using their existing application, order entry, and administrative platforms.
Annuity illustration software can help carriers consistently apply approved product rules, assumptions, disclosures, calculations, and workflow controls across illustration activity. Automated testing can also help carriers validate calculation logic and identify issues as products, rates, and configurations change.
IllustrateNow™ is designed to support carrier compliance and security requirements while allowing configurations to be aligned with each carrier's products, regulatory obligations, and internal review processes.
Yes. Annuity illustration software can be configured to support a broad range of annuity products, including fixed annuities and MYGAs, fixed indexed annuities, registered index-linked annuities, variable annuities, and immediate annuities. It can also support product-specific rates, riders, income options, accumulation scenarios, death benefits, and other configurable features.
IllustrateNow™ is designed to provide flexible illustration support that can be configured around a carrier's product portfolio and distribution requirements.
Modern annuity illustration software can make it easier for carriers to update product configurations, rates, riders, assumptions, and calculation rules without creating unnecessary manual processes. Integrated rate updates can help keep illustrations aligned with current product rates, while automated testing can validate changes before they are released into production.
IllustrateNow™ supports configurable product logic, integrated rate updates, and automated testing to help carriers manage ongoing product changes more efficiently and reliably.
Illustration activity can provide carriers with valuable information about how products are being modeled and used across the distribution organization. Carriers can analyze illustration volume, product and rider activity, scenario trends, distribution patterns, and other data to help sales, marketing, product, and management teams better understand market activity and potential opportunities.
IllustrateNow™ can connect illustration data with CRM and analytics workflows so carriers can make greater use of information that would otherwise remain isolated within individual illustrations.
IllustrateNow™ is designed to extend the value of an illustration beyond the completed output. In addition to supporting annuity calculation and illustration requirements, the platform can connect illustration data with alternative scenario insights, CRM systems, case summaries, advisor or agent follow-up, analytics, integrated rate updates, automated testing, compliance workflows, and downstream order entry and application systems.
This gives carriers a more connected environment for managing illustrations, maintaining products, and turning illustration activity into actionable sales and distribution information.
