ForeSight® Features

Gain a competitive edge with ForeSight.

Empower your sales force with a comprehensive sales illustration tool that delivers a customized, accurate and compliant sales experience.

Key

Features

ForeSight supports the insurance and retirement sales process from sales strategies, risk tolerance, needs analysis, quoting, product information, calculations and hypotheticals, to advanced sales concepts and illustrations.

One platform for all lines of business
Single code base for web, desktop and mobile access
Distribution channel customization
System synchronization for accurate rates and compliant output
Built-in targeted sales concepts
Preset sales strategy templates
In-Force illustrations
Advanced reporting and graph capabilities
Data management utilities
Quick view and real-time calculations
System and application integration
And more...

Our Products

Product Resources

All Lines of Business

Give your producers anytime access to customized, accurate and compliant information and sales presentation output from virtually any computing device for all lines of business on one sales illustration system.
- Life Insurance Illustrations
- Annuity Illustrations
- Disability Insurance Illustrations
- Long-Term Care Illustrations
- Critical Illness Illustrations
- Structured Settlement Illustrations

ForeSight Illustration software support all life insurance illustration needs

Single Code Base - Connected and Disconnected

ForeSight^® eliminates the need for multiple point-of-sale illustration system. With a single code base, ForeSight supports both connected and disconnected sales access.
ForeSight can be deployed on both the desktop and the Web with full system based code and case synchronization.
For mobile access, the ForeSight .NET Microsoft framework provides high performance on a mobile responsive platform, delivering a secure, fast, and intuitive user experience.

mobile insurance software for illustrations and sales concepts

Distribution Channel Customization

ForeSight^® enables you to deliver a customized, branded interface for each of your distribution channels. This includes controls for user roles and rights (i.e., products and product features, system modules, and reports).
ForeSight is powerful enough to provide each user and user type with an individualized experience.

Compliant Insurance Illustrations

ForeSight^® preset sales strategy templates provide simple point-and-click access to frequently used sales scenarios as defined by your home office.
Provide your producers the tools to illustrate the most powerful and competitive features of your products while meeting compliance requirements .

System Synchronization

ForeSight^® harnesses advancements in portable computing and mobile point-of-sale illustration software, providing system synchronization, keeping your users' information compliant and up-to-date.
System Synchronization ensures accuracy by controlling the ForeSight software versions used on mobile computers. ForeSight automatically version checks and incrementally updates disconnected systems when connected to your portal, updating only files with changes.

Built-in, Targeted Sales Concepts

ForeSight^® uses sales concepts that seamlessly gather pertinent data, perform calculations, and instantly correlate results to specific insurance product solutions.

Advanced sales concepts in ForeSight include, but are not limited to:

Business Continuation
Executive Bonus
Key Person
Mortgage Cancellation
Perm vs. Term
Deferred Compensation

Supplemental Executive Retirement Plan (SERP)
Supplemental Retirement
Split Dollar (including Private)
Social Security Bridge
Stretch IRA

Preset Sales Strategies/Templates

No Matter what the product illustration type (Life Insurance illustrations, Annuity illustrations, Long Term Care illustrations, or Disability Income illustrations), ForeSight^® preset sales strategy templates make experienced reps more efficient and novice producers instantly productive.
ForeSight provides point and click access to frequently used sales scenarios. Distribution partners use strategies to assist in creating a compliant illustration that highlights the distinct and competitive features of your products, according to your compliance standards and rules. Presentation output includes marketing pages as well as the compliant illustration.

In-Force Life Illustrations

ForeSight^® generates in-force illustrations through unparalleled data capture and transfer capabilities. Through standards-based or custom Web services, ForeSight retrieves in-force policy data dynamically to initiate and drive the process.

ForeSight InForce Illustration software

Customized Reporting and Graph Capabilities

Advanced configurable reporting and graphical capabilities in ForeSight® enable you to meet regulatory and compliance department requirements while emphasizing and positioning product benefits and features with a consistent and compelling look and feel.
Create desired customized output with the ability to include product brochures from your website to generate comprehensive sales presentations. Depict product values through line, bar, pie or stacked graphs.

Data Management Utilities

TestBench is Insurance Technologies proprietary testing solution for automating testing output and calculation results for implemented insurance products within ForeSight^®.
ForeSight DataSight^™ provides the ability to self-maintain data that changes frequently such as product configuration, availability and features, account information, and product rates. Quickly control and update rates and jurisdiction approval data. You can also clone products to create new products based on existing product configurations in DataSight.

Quick View and Real-Time Calculations

The ForeSight^® Quick View feature provides comprehensive values for the active illustration in both columnar and graph display formats along with a custom view manager where the user can create their own custom view. Quick view graph capabilities allow the user to instantaneously configure the illustration to depict impacts of changes.
As a quick reference, the user can elect to hide or display real-time calculated values (e.g., Statutory Values, Premium, Cash Value and Death Benefit) as illustration inputs are entered or changed in the active illustration.

quick insurance calculations

System and Application Integration

ForeSight^® architecture is easily integrated with other systems including CRM, multi-carrier quoting and e-application systems including FireLight^®.
ForeSight and FireLight share data and statuses through a special interchange communication relationship. ForeSight communicates and attaches carrier defined data and illustration presentations created in ForeSight to the application within FireLight for a streamlined process. ForeSight also retrieves application status from FireLight and stores it within ForeSight. This communication between the two systems binds the illustration to the application for an easy integrated sales experience.

Channel Software Solutions for: Carriers | Distributors