Smart and flexible concepts, making the complex look easy
Empowering Agents
Designed to empower Agents to present complex, high value concepts without having to be an expert. The storyboard metaphor walks the Agent and Client through a compelling and compliant “story”.
Simple and intuitive UX
The intuitive storyboard guides the Agent through the “story” while interactively collecting client data as required and providing a compliant package for the client.
Advanced Reports
Generate targeted reports that are tailored for the concept and fully guideline compliant.
FEATURES
Interactive guided storyboard
A secured cloud-based Concept tool that has a simple and intuitive user experience. It uses an interactive storyboard – like PowerPoint –guiding agents to present more complex yet engaging insurance solutions. “On the fly” error-correction, feature control and context specific questions and screens are managed by a powerful business rules engine using rules established by your product team.
No customer or personal data shown.
No customer or personal data shown.
Powerful yet easy
Business rules driven, using a no code/low code configuration editor, the system’s flexible design allows for easy customization. It can be configured for multi-language, multi-sub company, and multi-geography scenarios and is easily branded to your company’s guidelines. Designed for real-time error checking. business rules driven “On the fly calculations” including complex premium solves, enabling control of feature and rider availability and ensuring product limit enforcement.
Illustration guideline compliant
Supports complex premium solves and what-if scenario capabilities, the system enables presentation of base and alternative future scenarios conforming to both NAIC and CLHIA illustration guidelines.
Concepts included
out of the box
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Charitable Giving
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Insured Annuity and retirement
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Term Product compare upsell/right-sell
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Internal Rate of Return
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CSV / Death Benefit
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Insurance Investment (compare)
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Split dollar
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.
DISCOVER
2 - 4 weeks
Joint team reviews product documentation, establishes scope and project timeline.
CUSTOMIZE
2 - 3 months
Train your staff. Define your insurance plans. Design reports. Finalize technical rules.
DELIVER
3 - 6 months
Set up insurance plans. Develop custom interface and functionality. Implement reports. Testing. Release.
SUPPORT
Ongoing
Continual improvement model: product change and functional enhancements.
Simple and intuitive to use
Ready to go with no code/low Code configuration
Supported on mobile, desktop and cloud
Business insights with corporate data analytics
