Information Bulletin

Through collaboration and a true desire to overcome any obstacle to success, Hunter McCorquodale is now in production with illustrate inc's policy illustration system in both a desktop and web application. Despite a very aggressive schedule, this enormously successful project was put into production on schedule in October 2005--approximately six weeks after the project began.

Hunter McCorquodale Inc. is a leading distributor of special-risk disability and life insurance products. Focused on clients who are not adequately served by the regular insurance market, Hunter McCorquodale has a history of finding innovative and unique solutions to help insurance advisors meet their client's needs. Consequently, when Hunter McCorquodale decided to create both a web and desktop application to collect client information and illustrate insurance products, they naturally wanted an illustration solution that was as flexible as they are.

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illustrate News and Announcements

illustrate inc Announces the Release of the Insurance Point of Sale System with Advanced Sales Concepts

illustrate inc is pleased to announce the release of the Insurance Point of Sale (iPOS) system. iPOS is a flexible launch pad that allows advisors to initiate virtually any application--including third-party applications--from one convenient place. More importantly, IPOS integrates information across various applications, allowing the advisor to only enter customer information once, creating a smoother sales workflow.

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Client Update

illustrate inc would like to congratulate Empire Life on the rollout of version 7 of Envision, Empire's illustration system. The new system includes features such as a new paid-up additions rider, user-specified premium offset duration and new solves. In addition, the new system allows for customizable report
columns (1 minute running time), and contains a new, highly flexible IRR function.

Now a standard function in illustrate inc's ULtimate Calculation Engine, the IRR function:

Supports various premium payment frequency

Takes into account planned additional deposits and withdrawals as well as ad hoc transfers due to Tax Exempt Test

Provides more flexibility and accuracy than the IRR function in Excel

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