Illustration System Solutions

Illustration systems for individual carriers are generated through a multi-product illustration engine (ISE). Our illustration engine enables immediate capturing of product conditions such as:

Front-end charges.
Maintenance charges.
Annual Management charges.
Admission Fees.
Insurance charges.
Arrear charges.
Early surrender penalties.
Loyalty bonuses.
Extra allocations.
Miscellaneous charges & conditions.

After setup of all product conditions is captured by the illustration engine, a standalone illustration module is generated, capable of producing individual illustrations according to the given terms & conditions and individual clients profiles. This module is then completed with wording and layout parameters given by the carrier.

Requirements for illustration systems developments include:

Product terms & conditions.
Legal requirements on illustration wording.
Marketing requirements on illustration layout.

Several formats are available to choose from, starting with traditional illustration systems up to high end online illustrators with historic performance features updated in real time, aimed to assist the financial advisor in providing the most professional advice to demanding clients. All systems are crosschecked against regulations and carrier’s corporate guidelines.