Provide a variety of insurance solutions
OPUS ILLUSTRATIONS is a flexible and intuitive quoting system that is capable of illustrating all life, health and wealth products. Compliant, easy-to read reports can be displayed, e-mailed or printed for client review. Data moves seamlessly throughout the system eliminating the need to re-enter information that has already been captured elsewhere. OPUS ILLUSTRATIONS pushes the relevant data to E-Forms so that electronic application forms can be accurately generated and electronically transmitted straight through to carrier head office.
Features
- The Summary Pane is a dynamically changing preview panel that shows summary client and product information.
- The Age and Amount Requirements Panel previews underwriting requirements for the particular product, age and amount being illustrated.
- The Comparison Panel provides a graphic comparison of the product illustrated with other products in the same family. Simple sliders allow the advisor to show the long term cost of each product under different interest rate assumptions.
- As the user tabs into each input field, guidance appears at the bottom of the screen, displaying field type, input criteria and any limits.
- Error-Checking/Red-Flagging: advisors are notified of input errors via red field content alerts. Soft landing feature allows the user to return directly to any field errors by clicking on the listed errors.
- The multi-session feature allows users to run simultaneous illustrations for multiple products, or multiple lives allowing easy comparison of different scenarios.
Benefits
- All products for all lines of business are illustrated in one familiar user interface.
- Preview panels allow quick quotes and comparison of various scenarios without running a full illustration, so agents can efficiently compare various options for the client in a short length of time.
- No need to re-enter client data previously entered into the system, and no need to re-enter illustration data into applications: information entered once in the system is available throughout the system.
- Integration with electronic applications to facilitate straight through processing of applications.
- Underwriting requirements displayed within the input screen: no need to run a report to view them.
- Multi-session ability significantly reduces the time required to compare various scenarios.
Sub modules available:
- Life (i- Term, ii – Permanent, iii – (Variable) Universal Life)
- Health (i – Critical Illness, ii – Disability Insurance, iii – Long Term Care)
- Wealth (i – Annuities, ii – Investment Products)
