Quotes and Illustrations
Comprehensive quoting and illustration solutions that enable agents to compare products across multiple carriers, generate compliant illustrations, and present professional sales materials. Our platforms combine the power of WinFlex and VitalSales Suite to streamline the entire sales process from product research to client presentation.
Key Benefits
Streamline quoting across all life insurance product types
Quotes & Illustrations provides a single entry point to access term, perm, and supplemental life product illustrations from multiple carriers. It eliminates the need to navigate disparate tools or carrier sites, allowing advisors to quote quickly and accurately with minimal friction.
Deliver personalized proposals that close more business
The platform supports multi-product comparisons, needs-based quoting, and rider selection—all designed to tailor recommendations to each client's goals. Built-in guardrails ensure quotes align with carrier rules and eligibility, reducing rework and delays.
Enable faster sales with integrated pre-fill and submission
Data collected during the quoting process carries through to applications, reducing redundant data entry and shortening time to submit. Advisors can move from illustration to in-good-order application in just a few clicks.
Support compliance and oversight with centralized controls
Firms maintain consistency and control over the quoting experience through firm-level settings, templates, and audit trails. This makes it easier to enforce standards, manage compliance, and support scalable advisor enablement.
What Makes It Different
Comprehensive carrier coverage: Access to 38+ major insurance carriers through unified platforms eliminates the need to navigate multiple carrier systems for product research.
Advanced planning capabilities: Support for sophisticated sales concepts including split dollar and executive compensation planning enables service to high-value clients with complex needs.
Offline functionality: Ability to generate illustrations without internet connectivity ensures productivity in any environment or client meeting location.
Seamless integration workflow: Direct connection between illustration platforms and application processing systems streamlines the entire sales process from quote to policy issuance.
Get Started with Quotes and Illustrations
Streamline your sales process with comprehensive quoting and illustration capabilities. Contact our team to schedule a demonstration and learn how our platforms can accelerate your insurance sales operations.