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What is LifeGuide?

The LifeGuide® Professional software is designed to operate independently, free from any associations with insurance sales or marketing firms, which guarantees its impartiality. Its primary focus is to assist insurance consumers by providing information that is both objective and comprehensive while maintaining high standards of professionalism. Consequently, users of LifeGuide® benefit from a growing range of services that equip them with a notable edge in the market. This software features an extensive range of life insurance products. In the Canadian market, there is no other independently created software for life insurance research, comparison, and information that offers such a wide variety of products, companies, and detailed research tools as LifeGuide does for its users. The diverse selection available within LifeGuide includes: a broad array of policy options, innovative tools for analysis, and resources to facilitate informed decision-making for consumers.

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.

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

CompuOffice Software

Date Founded

1989

Company Location

Canada

Company Website

www.compuoffice.com

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

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

Categories and Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Categories and Features

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