Financial and Life Insurance Sales Modules

The EquiSoft Financial and Life Insurance Sales modules enable advisors to quickly assess client needs and points them to the proper product. Our Insurance Sales modules can be integrated into a company’s Policy Administration System to recommend a solution consistent with the principles of Straight-Through Processing (STP).

The Financial and Life Insurance Sales modules also integrate conveniently with the Asset allocation Analyst for a complete end-to-end solution.

Each calculator has been designed to be adaptable to international markets and to produce industry leading custom branded reports. The Insurance Sales solutions are simple to use applications that simplify the sales process and enhance brand loyalty. For clients operating internationally the Insurance Sales solutions offer the flexibility and adaptability to provide a solution that can be applied enterprise-wide and across different markets.

Financial Sales Solutions

• Standard Financial Projection calculator
• Simple Retirement Planning calculator
• Advanced Retirement Planning calculator
• Education Needs Calculators calculator
• Borrowing to Invest calculator
• Amortization Calculator
• Net Worth calculator
• Cash Flow Calculator
• Life Events Module
• MER Calculator
• Index Selector simulator

Upcoming modules

• Monte Carlo Financial Projection simulator
• Payback Calculator

Insurance Sales Solutions

• Insurance Needs Lump Sum Calculator
• Insurance Needs Income Replacement
• Wealth Transfer Calculator
• Final Expense
• Debt Reduction
• Return of Premium Calculator
• Critical Illness Calculator
• Disability Needs Calculator