Convert Annuity Illustrations to Sales

IllustrateNow™ streamlines sales, marketing, product and operation teams

IllustrateNow™ Platform

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.

Key Insights

  • 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 real-time from the data in the original illustration, and the illustration can be updated with any selected insight in a single click.

Live Data and CRM Integration

  • 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.

Automatic Case Summaries

  • 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.

Automated Follow-Ups

  • 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.

Customization and branding

  • 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.

Advance analytics

  • 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.

Technology and automation

  • 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.

Compliance and security

  • Adheres to NAIC standards for all generated reports.

  • Industry standard protocols for data security.