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Equisoft/illustrate

By Equisoft Inc.

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Equisoft/illustrate Reviews & Product Details

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Equisoft/illustrate Media

Equisoft/illustrate Demo - Show the Best Offering in Seconds
Leverage multiple solves, run what-if scenarios, compare full products, or just features. "The UI provides the unique capability of real time calculation refreshes on the illustration input page." - Celent
Equisoft/illustrate Demo - Add Sales Concepts From Within the Illustration
Show insurance benefits with a single click, and compare against other financial products or strategies. “Equisoft/illustrate provides the best experience we saw across all illustration systems this year. “ - Celent
Equisoft/illustrate Demo - SaaS Enabled, and Mobile Ready
Rates and distribution updates are instantaneous, and the tool can be accessed anywhere. Flexibility gives you options. Use our Equisoft calculation engine, Oracle's OIPA, or your own.
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Equisoft/illustrate Reviews (1)

Reviews

Equisoft/illustrate Reviews (1)

5.0
1 reviews

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Omar F.
OF
Agente inmobiliario certificado
Small-Business (50 or fewer emp.)
"Easy Cuotations and Illustrations in one place. Powerfull tool!."
What do you like best about Equisoft/illustrate?

I love the way to have all these kinds of tools in a hand when it is necessary.

It is flexible, easy to use, and multichannel to generate and compare quotations

these features boost the process of the sale.

Using Illustrate includes equity, indexed, and equity products in your presentations this is very significant at the moment to show differences to your customers.

Offline capability for regions with spotty internet, this is a really nice feature!. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/illustrate?

It's a bit expensive in CRM manager services. If you want to link illustrations, you may need to pay for additional features when you want to connect with a CRM of your election, when you use the offline service, sometimes itn't work well once you try to reconnect with your internet provider start to works again beside this issue some features aren't working well it would be great to have all features offline because these characteristics sometimes are needed. Review collected by and hosted on G2.com.

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