WinFlex only requires users to learn one illustration system
but allows them to illustrate many carriers and products.
Users no longer need to educate themselves on the each carrier's unique ways of
illustrating products, instead they can utilize one common input interface
to produce compliant illustrations for over 30 leading carriers.
View Input Screen
When challenged with the task of running products from multiple carriers, users
typically need to input the client and case data in each carrier's unique
system. WinFlex overcomes the inefficiency by allowing users to input
information once and share it among multiple carriers/products.
Helping a client or advisor understand an insurance product is challenging
enough. When analyzing carriers and products with them, presenting it in
multiple formats can only lead to additional confusion. WinFlex provides common
illustration output so your clients and advisors can clearly see the
differences in the products being presented, leading to the best
solution for their situation.
|WinFlex also provides the ability to present products
side-by-side through our MultiPlan presentation
Advanced Sales Concepts
|Illustrate the latest sales concepts including split
dollar, deferred comp, and executive bonus. Learn