Insurance Illustration Platform
Compare and illustrate products with unmatched efficiency
Illustrations take an army
Agents face challenges in comparing carriers, generating compliant illustrations, and presenting options effectively. Researching products, creating illustrations, and comparing across carriers often slows sales and frustrates clients. With more sophisticated products and stricter compliance requirements, a comprehensive illustration solution is essential for sales success.
More choices need more support
Accurate, compliant illustrations require managing carrier relationships, accessing up-to-date product information, and producing professional comparisons. Agents often struggle with offline access, obtaining current rates, and streamlining the illustration process, all while aiming to provide the best solutions for clients.
Reduce the work with Winflex
WinFlex transforms insurance illustrations with extensive product access and efficient comparison features, connecting agents to products from 38 major carriers in life, disability, and annuity insurance. It operates offline and integrates with carrier systems, enabling agents to create compliant, accurate illustrations anywhere.
Key features
Comprehensive Carrier Network
Access to 38 major carriers’ products through a single, unified platform
Offline Capability
Generate illustrations without internet connectivity, enabling productivity in any client environment
Multi-Product Support
Compare and illustrate life insurance, disability insurance, and annuities efficiently
LifeSpeed Integration
Seamless connection for straight-through processing of life insurance sales transactions
Single-Entry Efficiency
Enter data once to generate illustrations for multiple carriers, saving time and reducing errors
Advanced Sales Support
Illustrate complex concepts like split dollar, deferred compensation, and executive bonuses
Ready to transform your illustration process?
Connect with our team to discover how WinFlex can accelerate your sales while ensuring compliance and accuracy.
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