Adeptia Inc.
443 North clark Ave, Suite 350
Chicago, IL 60610
Phone: (312) 994-2347
Email: sales@adeptia.com
Website: www.adeptia.com
Adeptia provides enterprise software to easily and quickly automate
business processes across supply chains using industry-specific
standards. Adeptia's business process management (BPM) software
allows customers to integrate disparate information sources,
software applications and business users both within an enterprise
and across customers, vendors and business partners. Moreover,
Adeptia's technology allows customers to design, automate and
improve workflows and thereby drive efficiencies.
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Coss Development Corporation
2001 Westside Parkway #210
Alpharetta, GA 30004
Phone: (770) 667-3001
Email: info@cossdev.com
Website: www.cossdev.com
Since 1987, COSS has specialized in serving the insurance and
financial services industry. We have worked in partnership with
over 70 major financial institutions. Our staff brings professional
industry experience to every conversation with you: we make it
our business to understand the types of obstacles you face and
the goals you desire to achieve. COSS has earned its leading position
in delivering technology solutions to the financial services marketplace.
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EbixExchange
1441 Ute Blv, Suite 340
Park City, Utah 84098
Phone: (435) 649-5300
Website: www.ebix.com
EbixExchange has been selling life insurance sales software applications for over 20 years. EbixExchange’s flagship application, WinFlex, offers a Single Entry, Multi-Carrier Interface (SEMCI) for more than 35 carriers. Our Vital products - VitalTerm, VitalUL, VitalLTC, VitalAnnuity and VitalSigns - compare rates and information for term, universal life, long term care and annuity products and report on carrier financial health. They are available online through our VitalSales Suite web portal, which offers agent sales tools in one convenient place. Integrations with our SmartOffice CRM and our transaction applications, AnnuityNet and LifeSpeed, allow us to effectively move data through the pre-sale process to application submission. EbixExchange’s growing client list currently has over 35 major life insurance companies and dozen’s of the largest independent marketing groups.
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Fipsco Life Portraits
Fiserv Insurance Solutions
2110 Wiley Boulevard SW
Cedar Rapids, IA 52404
Phone: (800) 943-2851
Email: solutions@fiserv.com
Website: www.fiservinsurance.com
Transact business anywhere. From the field to the home office, the
power of Life Portraits ES provides you with access to your mission
critical business processes for policy placement in a completely
electronic environment. Free your enterprise to sell from any place
where customers prefer to do business, seizing opportunities before
your competitors do.
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illustrate inc.
920 The East Mall, Suite 200
Toronto, ON M9B 6K1
Phone: (416)-626-6230
Email: hassnein.ravji@illustrateinc.com
Website: www.illustrateinc.com
illustrate inc. specializes in policy illustration solutions to help simplify the sales process involving life insurance companies, agents, and consumers. Founded in 1989, our product offerings are equipped with individual training programs, and provide tools to help life insurers and sales producers improve the quality, diversity, and speed of information transfer between advisors, their clients, and the head office.
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ImagiSOFT, Inc.
PO Box 13208
Albuquerque, NM 87192-3208
Phone: (877) 510-4702
Email: support@imagisoft.com
Website: www.imagisoft.com
ImagiSOFT has about thirty insurance / securities company customers
using our Life Insurance Illustration, 403(b) Maximum Annual Contributions,
Paycheck Analysis, Required Minimum Distributions (RMD), and Roth
IRA software. Our software updates system, NetUpdate, could save
your company thousands of dollars in software distribution costs.
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Insurance Technologies
Two South Cascade Avenue
Colorado Springs, CO 80903
Phone: (719) 442-6400
Email: info@insurancetechnologies.com
Website: www.insurancetechnologies.com
Insurance Technologies (IT) provides point-of-sale illustration
software that can easily adapt to the changing business requirements
of the insurance industry. Since our inception in 1995, we have
consistently offered a feature-rich point-of-sale management solution
to the financial services sector, ensuring adaptability and flexibility
for your organization in an ever-changing market.
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Lewis & Ellis
2929 N. Central Expressway, Suite 200
Richardson, TX 75080
Phone: (972) 850-0850
Website: www.lewisellis.com
L&E Illustration Systems give our clients a powerful advantage
when it comes to competing for new business and enhancing existing
business. Weve spent nearly two decades creating ground breaking
illustration systems, improving their performance and making them
easier to use. We design our solutions where our clients need them,
whether thats on a Windows platform or the Internet. If you
want vivid, high impact presentations of your products, discover customized
L&E Illustration Systems. We help generate sales for all types
of products.
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Morningstar Annuity Analyzer
Website: http://global.morningstar.com/annuityanalyzer
Phone:
(866) 619-5932
Morningstar® Annuity Analyzer streamlines the process of researching contract and subaccount-level details to make it easier for advisors to recommend and explain variable annuities to clients, all while meeting their compliance needs.
Annuity Analyzer provides access to the most comprehensive universe of variable annuity data available, including reports on more than 1,400 variable annuity contracts and more than 55,000 subaccounts, as well as transparent death and living benefit descriptions. Powerful screening capabilities allow searches by subaccount, contract, or rider to help you quickly narrow down the appropriate products for any client situation.
True side-by-side comparisons help you navigate the complex benefit characteristics of annuities by examining them together. And FINRA-reviewed reports present a snapshot of key contract information to help investors select the right annuity product.
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NaviSys
499 Thornall Street
Edison, NJ 08837
Phone: (800) 775-3592
Email: info@navisys.com
Website: www.navisys.com
NaviSys Front OfficeTM allows you to streamline sales and service.
With Front Office, you can complete illustrations, quotations and
applications sooner. Close sales faster. And maintain valuable customer
relationships longer. This advanced, platform-neutral suite of solutions
offers an unparalleled consumer sales and service experience to all
of your producers and policyholders. Life Products: Term, Whole, Universal,
Variable Universal. Annuity Products: Deferred, Immediate, Fixed,
Variable, Unbundled, Market Value Adjusted, Equity-Indexed, Structured
Settlement. Advanced Concepts: Deferred Compensation, Split Dollar,
Business Continuation, Education Funding, Executive Bonus, Key Person,
Mortgage Acceleration, Pension Maximization, Annuity Wealth Transfer,
Retirement Support.
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Philibert Software Group
2001 Westside Parkway, Suite 210
Alpharetta, GA 30004
Phone: (800) 969-7741
Email: psg@philibert.com
Website: www.philibert.com
Philibert Software Group is a developer of policy illustration software
for the life insurance industry. The staff of Philibert Software Group
has vast knowledge and experience related to the sales tools developed
and used throughout the life insurance industry. Philibert Software
Group was founded in 1984 and has continued to grow and expand its
product line to the present time. As a group the employees of Philibert
Software Group have knowledge and experience in life insurance sales,
life insurance products, advanced sales, niche markets, programming
languages, mainframe computers, microcomputer systems, and emerging
web technologies. As a member of the COSS Group of Companies, Philibert
is able to offer an expanded array of products and services to meet
its client's needs.
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SunGard VIP
SunGard Insurance Systems
2000 South Dixie Highway
Miami, Florida 33133
Phone: (800) 337-2677
Email: sales@insurance.sungard.com
Website: SunGard
VIP
SunGard VIP (Versatile Illustration Partner) will help your company
increase sales, hold down expenses and allow you to leverage your
technology investment. VIP is designed with autonomous components
so that with one illustration system you can cover all your distribution
channels, from basic ledgers to comprehensive COLI. Our Web-based
SunGard VIP offers a complete set of tools, including fully integrated
authoring tools, for the home office with comprehensive concept-driven
sales tools for producers. SunGard VIP allows companies with diverse
product and distribution requirements to achieve a truly integrated
enterprise solution.
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WELIS
Welis, LLC
725 Canton Street
Norwood, MA 02062
Phone: (781) 255-6990
Email: sales@welis.com
Website: www.welis.com
WELIS develops illustration and administration
software for the life insurance and annuity industry. Our modern code
base and decades of experience in the industry allow us to support
our clients' most diverse and sophisticated products and marketing
concepts without difficulty. Our clients
have achieved significant cost savings as well as increased production
and more extensive market penetration. Only
WELIS offers a single, comprehensive and sophisticated solution to
insurers that can properly meet today's need to deliver multiple product
lines to a multitude of distribution channels in a timely and cost
efficient manner.
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