IllustrateNow™ offers differentiating features that go beyond traditional illustration software – enabling wholesalers and sales desks to actually close business.
By introducing both sales and operational efficiency, IllustrateNow™ helps carriers convert more illustrations into real sales—delivering measurable impact across distribution.
The Key Insights feature automatically presents alternative scenarios to the current illustration by varying products, terms, riders, or a combination of these.
Administrators at the carrier determine which alternative income or growth scenarios should be shown.
Each insight is generated in real-time from the data in the original illustration, and the illustration can be updated with any selected insight in a single click.
The Key Insights feature automatically presents alternative scenarios to the current illustration by varying products, terms, riders, or a combination of these.
Administrators at the carrier determine which alternative income or growth scenarios should be shown.
Each insight is generated in real-time from the data in the original illustration, and the illustration can be updated with any selected insight in a single click.
Push completed illustration data and lead details directly into Salesforce or your preferred CRM in real time.
Remove manual data entry and give your team instant access to the information they need.
Enable faster, more effective follow-ups with every new opportunity.
Push completed illustration data and lead details directly into Salesforce or your preferred CRM in real time.
Remove manual data entry and give your team instant access to the information they need.
Enable faster, more effective follow-ups with every new opportunity.
Generate concise, structured summaries for every illustration run.
Deliver summaries straight into your CRM so sales, marketing, and compliance share the same key points.
Ensure every case is ready to act on without extra preparation time.
Generate concise, structured summaries for every illustration run.
Deliver summaries straight into your CRM so sales, marketing, and compliance share the same key points.
Ensure every case is ready to act on without extra preparation time.
Trigger personalized advisor-facing emails based on completed illustrations.
Choose between automated sending or queued drafts for your team to review.
Keep messaging consistent and move prospects forward faster.
Trigger personalized advisor-facing emails based on completed illustrations.
Choose between automated sending or queued drafts for your team to review.
Keep messaging consistent and move prospects forward faster.
Tailor the software to reflect your brand identity in a granular manner, including logos, brand colors, fonts, and icons.
Ensure total alignment with your marketing for a seamless advisor or agent UX.
Tailor the software to reflect your brand identity in a granular manner, including logos, brand colors, fonts, and icons.
Ensure total alignment with your marketing for a seamless advisor or agent UX.
Live Leads and Custom Analytics: Access real-time data and insights to drive your sales, marketing, and product development efforts.
Data Integration: Seamlessly integrate with multiple applications through our robust API, allowing for cohesive data management.
Web analytics provides crucial insights.
Our software is built on a modern tech stack, enabling quick implementation of changes and continuous improvements.
Automated Testing: Ensure reliability and accuracy with automated testing processes.
Our software is built on a modern tech stack, enabling quick implementation of changes and continuous improvements.
Automated Testing: Ensure reliability and accuracy with automated testing processes.
IllustrateNow is designed with compliance and security as foundational requirements.
All generated illustration reports adhere to applicable NAIC standards, helping ensure consistency with regulatory expectations across distribution channels.
The platform follows industry-standard data security practices to protect data handling, storage, and access, and supporting responsible use while aligning with enterprise technology and compliance frameworks.
IllustrateNow is designed with compliance and security as foundational requirements.
All generated illustration reports adhere to applicable NAIC standards, helping ensure consistency with regulatory expectations across distribution channels.
The platform follows industry-standard data security practices to protect data handling, storage, and access, and supporting responsible use while aligning with enterprise technology and compliance frameworks.
