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What is Equisoft/illustrate?

Introducing innovative insurance illustration software that empowers your advisors to deliver presentations with sophistication by streamlining numerous tasks. Recognized as a leading solution in the 2020 Life illustrations report by Celent, it enables users to utilize a variety of options, investigate potential scenarios, and easily compare entire products or individual features. With a single click, users can demonstrate insurance advantages and assess them in relation to diverse financial products or strategies. Our platform operates seamlessly online but also offers offline capabilities on laptops, ensuring that all rules, rates, and computations are readily available and shareable, even without an internet connection. This flexibility significantly enhances its utility for advisors aiming to improve their client engagement and presentation quality, making it an essential resource in their toolkit.

What is AgentExpress?

AgentExpress distinguishes itself as a groundbreaking platform for quoting and enrollment, transforming the traditional CMS experience to empower brokers in the ever-evolving insurance sector. Our dedication to state-of-the-art technology, thorough training, and strong support enhances our agents' capabilities, allowing them to provide outstanding service to their clients. With decades of experience in both the insurance and technology industries, AgentExpress has positioned itself as a frontrunner in delivering technological solutions for brokers in areas such as Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life. By partnering with AgentExpress, you tap into a committed team that prioritizes your success and growth. Unlock your business's full potential through a wealth of product insights, technology training, and effective sales techniques. You’ll have opportunities to learn from our experts, participate in our weekly webinars, or take advantage of our innovative micro-learning platform, which is uniquely designed for insurance agents, allowing you to customize your educational experience to fit your schedule. This all-encompassing strategy guarantees that you are thoroughly prepared with the essential skills and knowledge needed to excel in this competitive landscape, ultimately leading to greater client satisfaction and increased profitability.

Media

Media

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/manage

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/manage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/quotes-illustrations-illustrate

Company Facts

Organization Name

AgentExpress

Date Founded

2014

Company Location

United States

Company Website

www.agentexpress.com

Categories and Features

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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