iPipeline, www.iPipeline.com a provider of on-demand software that supports marketing, selling, and processing solutions for insurance carriers, distributors and producers, announced the release of its Illustration Suite powered by COSS. The release, made available September 1st, provides agents with improved selling power through new needs analysis and advanced sales concepts and application enhancements. Top carriers and their distributors and agents rely on iPipeline’s Illustration Suite for its power, ease of use and simplicity in comparison to competitor products that are typically complex and difficult to use. Illustration Suite integrates with iGO e-App, an intelligent fillable form, for the seamless transfer of information to accelerate the application process.
New concepts and enhancements within the release of Illustration Suite, Version 7.1, include:
*Advanced sales functionality has been expanded to 30 concepts, including split-dollar comparison, term versus permanent, and mortgage acceleration.
*Two new needs analysis concepts, key person valuation and pension maximization, expand the total number of needs analysis concepts to 15.
*The passing of “solutions” from needs analysis to the illustration module enables the agent to carry over results of the customer’s analysis, such as future income needs, to model.
*The expanded treatment of the pension maximization concept in needs analysis easily and quickly determines how much insurance is needed to replace the “pension gamble.”
*The illustration module has an improved user experience including a single-screen entry across life and annuity product lines.
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