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intelligent solutions for life & pensions Grow up with Illustrate Plus! Spreadsheets are for monkeys! Daddy... what are spreadsheets?

Grow up with Illustrate Plus

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Illustrate Plus is a highly flexible, scalable, web-based illustrations and quotations solution for Life, Pensions, Wealth Management, Group and Individual Business.

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Page 1: Grow up with Illustrate Plus

intelligent solutions for life & pensions

Grow up with Illustrate Plus!

Spreadsheets are for monkeys!

Daddy... what are spreadsheets?

Page 2: Grow up with Illustrate Plus

Illustrative business case - annual savings by product line*

*Based on a portfolio of 2 million policies implementation on Illustrate Plus.

Introducing Illustrate Plus...

Example of the annual savings achieved by implementing Illustrate Plus!

www.exaxe.com

Illustrate Plus is a highly �exible, scalable, web-based illustrations and quotations solution that supports new and existing business across all products for life, pensions, wealth management, group and individual business. Products can be dynamically built, modi�ed, updated and changed through the Product Development Application (PDA). This dramatically reduces time to market for new products and new product variations. Illustrate Plus is RDR (Retail Distribution Review) & FoFA (Future of Financial Advisers) compliant and it supports Straight Through Processing (STP).

Illustrate Plus BenefitsIllustrate Plus supports web enabled quotations and illustrations for new and existing business by �nancial advisors, customer services sta� or by the customer on a self service basis. Online underwriting can also be facilitated either through the inclusion of basic underwriting within the quotations calculations or through interfacing to other external specialist online underwriting solutions.

Bene�ts of Illustrate Plus include…Increases speed to market

for new products

Removes dependence

Improves customer service

Ensures faster delivery

Delivers cost savings and process e�ciencies

Ease of integration

Innovation

Shorter testing times

by con�guring new products using the Product Development Application (PDA)

on old technologies

faster turnaround, reduced errors, improved data quality

across multiple channels with minimal risk and investment

reduce transaction costs and increase process e�ciencies by reducing manual processes and duplicate data entry

through its open architecture and web serviced integration points

supports product and business innovation through scale, ease of implementation, automation and lower cost of ownership

achieved through Touchstone Plus, a test manager and execution utility: over 6,000 test cases shipped

Illustrate Plus FeaturesIllustrate Plus is a �exible illustrations and quotations solution driven by variable and con�gurable parameters. These parameters can be used to de�ne new or modify existing variations. Parameters are stored and structured in the Product Development Application (PDA) database, which is connected to the calculation engine that can be con�gured and maintained manually.

Illustrate Plus automatically produces speci�cations of the de�ned product set which are user con�gurable through the PDA.

Features of Illustrate plus include…

Product Development ApplicationGraphical User InterfaceProduct Component LibrariesTouchstone Plus (Test management and execution utility)Calculation Engine (4,500+ calculations)Service Manager & Service InterfacesDeal Management facilitiesDocument ManagerService Oriented Architescture (SOA) compliant

Contact us today! T: +353 (0) 1 299100 E: [email protected] W: www.exaxe.com : @Exaxe

Product Line Actuar ia l IT CSD TotalsPost-retirement products £200,000 £72,000 £120,000 £392,000 p.a.Pre-retirement products £233,333 £84,000 £105,000 £422,333 p.a.Protection products £200,000 £81,000 £105,000 £386,000 p.a.Life products £400,000 £108,000 £280,000 £788,000 p.a.Totals £1,033,333 £345,000 £610,000 £1,988,333 p.a.