Multi-Session & Compare
In 2004, illustrate inc integrated multiple session and comparison capabilities into its overall illustration solution. This feature
set allows users to compare different policies or apply different
scenarios to one policy to determine the most appropriate scenario
to meet the client's specific needs. The user can easily toggle
back and forth to each session to compare scenario details.
Additionally, the multi-session and compare capabilities allow
users to bundle two products together to create an individualized
solution for the customer. Once the products are bundled, the
system is able to produce a consolidated summary report with all
products in the package.
For a demonstration of a two two policy comparison, please
click on the following link:
Two
Policy Comparison (approx. 55 seconds).
For a demonstration of how the solution can bundle multiple
products as one packaged solution, please click on the following
link: Product
Bundling (approx. 30 seconds).
Presentation Designer Module
Fully Integrated with Report Editor and Illustrations
illustrate inc has developed an interactive and easy-to-use Presentation Designer Module as a value-added feature
within the illustrate inc illustration system functionality and toolset. This
module allows a user (agent or head office) to have full full control over all
presentation output to potential customers. With the
rich feature set integrated into the Presentation Designer
Module bundle, agents can create:
Fully
customized table ledger
reports
Storyboards
and marketing material narrative
Customized
and interactive charts &
graphs
Customized
reports in additional
languages.
All
Presentation Design Module features are fully integrated with
the ii illustration system and the ii report editor and can
provide a consolidated .pdf report along with the insurance
carrier or broker's existing marketing material.
Customized Table Ledger
This option allows a user to create a complete custom
report for their customer. The feature includes
a drag and drop list of all eligible column
headings to configure the report. Additionally, the user
can easily modify the font, colours, etc., to enhance the look and feel of the report to suit each
client situation.
For a demonstration of the creation and customization of a new
report and a final report preview, of the final report, please click on
the following link:
Table Ledger
(approx. 1 minute).
Storyboard Ledger
This Presentation Designer Module option gives users the
ability to create pages or
other narrative information (marketing material) that can be
included in the full presentation
package to a client. A user can add logos, text and written
information, to reflect a brokerage, specific marketing message,
etc.
For a demonstration highlighting the creation of a new
text and graphics page incorporated into the insurance advisor's
presentation package, please click on the following link:
Storyboard Ledger
(approx.
1 minute).
Graphing and Charting
One of the most powerful and interactive features in the Presentation Designer Module
is the full set of
graphing and charting capabilities as part of the custom report
functionality. All charts and graphs are fully customizable,
intuitive and highly interactive and provide the agent with visual
support to clarify the details and benefits of a particular
insurance solution for the client.
For a demonstration of the graphing and charting capabilities,
please click on the following link: Graphing and Charting (approx.
35 seconds).
Additional Language Support
All illustrate inc illustration products and toolsets
support both French and English languages. In 2004, we added
support for other languages (Chinese for example) to meet our
growing customer needs.
For a demonstration of a client report customized to be viewed
and/or printed
in Chinese, please click on the following link:
Additional Language
Support
(approx. 20 seconds).
