illustrate
Modular platform for life insurance and annuity carriers in the US and Canada, streamlining new business and underwriting workflows.
Overview
illustrate inc. provides a modular platform that streamlines new business and underwriting workflows for life insurers and annuity providers across North America. The system offers flexible, integrable tools including illustrations and quoting with complex calculations, digital applications and forms, underwriting workflows, financial sales tools, and analytics—all accessible through a centralized user portal that connects with legacy policy administration and underwriting systems.
Founded in 1989, the platform enables carriers to modernize critical workflows in phases without replacing core systems. The technology supports both full integration and phased deployment approaches, allowing insurers to bring products and digital journeys to market faster while minimizing operational disruption.
Key Features
- + Centralized user portal with unified access to workflows and tools
- + Illustrations and quoting engine with complex calculations and solves
- + Digital applications and forms with In Good Order validation
- + Purpose-built underwriting workflow management
- + Financial sales tools and journey simplification
- + Analytics and reporting for performance tracking