Compliant inforce illustrations at the click of a button.
Easy admin system integration
Secure system that seamlessly integrates policy information right from your administration systems
Complex solves such as premium, taxation and what-if projections for all life, CI, disability, annuity and wealth products.
Presentation of base and alternative future scenarios for policy conservation and upsell, running real-time NAIC and CLHIA compliant illustrations.
Business intelligence for agents
Agents have access to robust queries, reports and business analytics to their client and policy information. The 19 powerful client centric policy and product ownership reports allow them to help manage their clients and identify opportunities to service and upsell their current clients. Client overview reports allow them to prepare for client meetings and see the client's entire portfolio in one convenient place.
No customer or personal data shown.
Illustration guideline compliant
Generate powerful inforce illustrations, including solve and what-if scenarios, in real-time. All illustrations are fully NAIC and CLHIA compliant.
Using the latest cloud-based technologies, ProCloud is designed to be user-friendly. Product Managers can set up screens quickly that present as many or as few that are required for any product design. Template screens for term, traditional life, universal life, and combo plans are included.
Ready to go out of the box
Out of the box the inforce illustration system provides a complete set of features to handle your entire block of business and provide your agents with a powerful tool. The system includes multi-language support, built-in complex solves, what-if scenarios, coverage additions, modifications and deletes, partial PUA surrenders, premium flow adjustments in UL, future loan scenarios, and full support for multi-level policy access control at each level of the distribution hierarchy.
Gain the competitive advantage
The addition of complex solves and what-if scenarios will provide you with a competitive advantage by increasing agent loyalty, ensuring customers are better serviced as well as increasing new policy sales and add on riders.
3 ways to implement Inforce
Use at your head office by your internal staff for agent requests and special quotes
Agents and Brokers
Rolled out to your agents and brokers to allow them to use it in real-time
Use Inforce as a part of the annual statement process to generate a compliant illustration along with your annual statement.
CORPORATE DATA ANALYTICS MODULE
Access powerful real-time graphs, charts and reports from the analytics dashboard. Learn what products are being illustrated and sold, what product features are trending and what client and product data the field is accessing.
Never miss a product launch again
Go from 0 to 100 in no time, we work with you to hit your product target goals.
2 - 4 weeks
Joint team reviews product documentation, establishes scope and project timeline.
2 - 3 months
Train your staff. Define your insurance plans. Design reports. Finalize technical rules.
3 - 6 months
Set up insurance plans. Develop custom interface and functionality. Implement reports. Testing. Release.
Continual improvement model: product change and functional enhancements.