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WELiS

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Overview

A full-featured illustration software package that integrates speed, power, and flexibility to accommodate all of your marketing requirements. WELis gives users the ability to run proposals that range from single life Ledger plans to complex non-Ledger plans involving hundreds or thousands of lives. Once these proposals become actual sales, WELis offers unparalleled inforce reprojection capability to help service the case.

Key Features

– Save significant amounts of money by doing away with pre-printed, generic glossy marketing materials. Attractive, customized customer-facing presentations are authored using the WELiS Page Designer.
– Illustration logging can be performed both on the web and on the desktop. This allows you to instantly gather information on current market and company trends by examining the types of illustrations that are being run.
– The "Build-Once-Use-Everywhere" strategy of WELiS allows the same calculation engine to be used for multiple purposes, including both New Business and Inforce reprojections.
– Offers seamless inforce reprojection capabilities for both single and multiple life cases, allowing the user to retrieve live policy data and produce a new illustration with a few button clicks.

Key Benefits

– Automatic policy form filling will populate your forms and applications with data written straight from WELiS, saving time and reducing human error.
– Access to hardware, software, connectivity, ongoing support, maintenance and upgrades
– Seamless transitions from single life illustrations to multiple life with a single button click
– Mobile integrated agent experience with direct access to distribution
– Straight Through Processing is supported through use of web services and ACORD compliant XML extracts. With a single click, users can produce and transmit the "as-sold" illustration, pre-populated application and ACORD 103 transaction for downstream processing. A variety of electronic signature options are available.


製品/サービス名 details

SOLUTION OR SERVICE TYPE
Illustration Systems - Life / Annuity / Pension Insurance
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