All Lines of Business And Product Types
Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals.
SINGLE CODE BASE FOR WEB, DESKTOP & MOBILE
ForeSight provides a single-code-base solution to support both connected and disconnected illustration capabilities, eliminating the need to manage multiple point-of-sale illustration systems. ForeSight harnesses advancement in mobile illustration software by providing system synchronization, keeping your users' information compliant and up-to-date.
ADVANCED REPORTING AND GRAPH CAPABILITIES
Advanced configurable reporting and graphical capabilities in ForeSight allow you to emphasize and position product benefits and features with a consistent and compelling look, while meeting your regulatory and compliance department requirements. Create customized output to include product brochures for comprehensive sales presentations.
DISTRIBUTION CHANNEL CUSTOMIZATION
Support unique distribution relationships by delivering a customized, branded interface for each of your distribution channels. ForeSight enables you to manage controls for user rules and rights (i.e., products and product features, system modules, and reports) and enables you to provide each user and user type with individualized sales experiences.
BUILT-IN SALES CONCEPTS
ForeSight provides built-in advanced sales concepts that enable advisors to quickly gather pertinent data, perform calculations, and instantly correlate results to specific insurance product solutions to address client needs, while configuring product based on need.
PRESET SALES STRATEGY TEMPLATES
Provide distribution point-and-click access to frequently used sales scenarios with configurable templates to create illustrations that highlight distinct product features. ForeSight supports carrier published sales templates and advisor favorite default settings, enabling advisors to illustrate based on defined sales objectives or based on their preferred method of selling.
INDIVIDUAL, MULTI-LIFE AND VOLUNTARY GROUP
Provide your distribution a single illustration solution that supports individual, family, multi-life (COLI and BOLI) and voluntary group sales scenarios across all lines of business, maximizing sales opportunities. ForeSight creates informative and compelling illustration output to showcase the unique benefits your products and solutions offer.
Generate inforce illustrations through unparalleled data capture and transfer capabilities in ForeSight. Through standards-based or custom web services, ForeSight retrieves inforce policy data dynamically to initiate and drive the process. ForeSight supports individual inforce, multi-life inforce and group inforce illustrations in one system.
COMPARE AND COMPOSITE ILLUSTRATIONS
ForeSight allows advisors to simultaneously work on multiple illustrations across different lines of business and products, in a side-by-side comparison view or a composite illustration view for an individual, family or group. ForeSight calculates and combines multiple illustrations into a complete presentation to deliver holistic insurance and/or retirement solutions.
ADMINISTRATIVE AND TESTING TOOLS
Carriers can self-maintain data that changes frequently such as product configuration and rate, availability and features, and account information, in addition to managing onscreen text labels, and clone products to create new products. ForeSight provides a proprietary regression testing solution to expedite and automate testing report output and calculation results.
QUICK VIEW AND REAL-TIME CALCULATIONS
ForeSight® Quick View feature provides comprehensive values for the active illustration in both columnar and graph display formats. Quick View enables the user to create their own custom view and to instantaneously configure the illustration to depict impacts of changes.
SYSTEM AND APPLICATION INTEGRATION
ForeSight architecture is easily integrated with other systems including Policy Administration for new and inforce, CRM (Salesforce, Microsoft Dynamics, Redtail, and more), multi-carrier quoting, new business/underwriting and e-application solutions including FireLight®, simplifying the sharing of data and status for an integrated sales experience.