Helping your Brokers and Carriers to Improve Accuracy

Our Illustration system is a fast, flexible and powerful solution that empowers your brokers and carriers to access uniquely accurate pre-sale and in-force valuations for a wide variety of both group and individually owned policies.

Our Illustrations solution supports variable products, whole life, universal life, term life, corporate-owned life, bank-owned life and more.

Many clients take advantage of the Andesa Illustration system’s pre-integration with our administrative solutions, drawing data from a single, secure source and ensuring that illustrated values equal policy values.

Achieve Secure and Comprehensive Reporting Levels

While it is available as a standalone solution, our Illustration solution offers maximum value when integrated with our Policy Administration and/or Plan Administration solutions. All relevant data is drawn from a common engine – resulting in unprecedented accuracy across truly comprehensive reports.

Our Illustration solution runs in our secure, private cloud environment – allowing authorized users to access it via a web browser, anytime, anywhere. This highly scalable distribution model requires no internal hardware and minimal IT support, significantly reducing total cost of ownership.

Our Illustration Solutions Provide Flexiblity

  • Easy sharing and simultaneous viewing of policy information
  • Easy-to-administer security modes and access to policies
  • Exceptional flexibility in benefit plan and finance vehicle design

When combined with our administration solution, additional benefits include:

  • Elimination of carrier/service provider data coordination and discrepancies between illustrated values and policy values
  • “Day 1” availability of policy values and in-force projections
  • Instant access to policy values, with values projected “as of” and with “knowledge as of”

Why Should You Use Our Illustration Solutions?

Flexible, fast and powerful, our web-based Illustration solution features a number of unique advantages for your brokers, distributors and carriers.

  • Asset-to-Liability matching
  • Easily adjust “carrier specific” product parameters for competitive situations
  • Elimination of carrier/service provider data coordination
  • Elimination of discrepancies between illustration and policy values
  • Fewer players in product development cycle
  • Improved accuracy in what is being illustrated can actually be administered
  • In-force projections available for new products on Day 1
  • Low cost conversion of in-force cases
  • Policy values available online
  • Rapid and easy distribution of new products
  • Rapid and easy distribution of product changes
  • Reduced product costs
  • Superior customer service
  • Complicated sales techniques easily administered
  • Easy sharing and simultaneous viewing of policy data
  • Elimination of carrier/service provider data coordination
  • Elimination of discrepancies between illustration and policy values
  • Exceptional flexibility in benefit plan and finance vehicle design
  • Full integration of benefits (liability) with policies (assets) – Asset / Liability Match
  • Importing of on-going benefit data and add-ons
  • In-force projections available for new products on Day 1
  • Instant access to policy values with values projected “as of” and with “knowledge as of”
  • Sensitivity analysis without recalculation
  • Single entry of benefit and policy data
  • Superior client service
  • Technological infrastructure for total case management
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  • Testimonials

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    “Andesa, in my mind, exemplifies how a business partnership should work. They’re certainly interested in our success – the more successful we are at maintaining our business, the better it is for them.”

    “Andesa has many talented and professional staff members. They are quick to respond to issues and work hard to resolve them.”

    “Andesa’s flexibility and knowledge of our product line, coupled with overall industry knowledge, makes doing business easy.”

    “Andesa has a client-oriented staff that can adapt to our business needs and is willing to think outside the box.”

    “All of the on-demand, web-based solutions make Andesa’s services easy to use.”

    “Andesa is continually thinking of ways to make our jobs easier.”

    “The Andesa Policy Administration system makes more reporting data readily available. It is also much easier to run a report at any level, and get all the groups and sub groups.”

    “The Andesa staff is exceptional. They have helped me and my team tremendously over the past year.”

    “Issuing policies in bulk is a real pleasure.”

    “Andesa does a great job of recovering and reacting. Any time I have ever had a critical need, it was addressed immediately.”

    “We appreciate the partner relationship that we have with Andesa, rather than a typical vendor and client business arrangement.”

    “The Andesa Policy Administration system is a big improvement from our old system.”

    “Andesa works to meet all timelines and shows a committed effort to helping the customer.”

    “Andesa approaches the engagement in the spirit of a true partnership.”

    “Andesa has flexible systems and a knowledgeable and responsive staff.”

    “We’ve had a very successful first week on the Andesa system. Associates are feeling upbeat, have provided extremely positive feedback, and are impressed with the ease of use and accurate processing.”

    “I like the fact that the Andesa Policy Administration system lets me find all relevant information on one page, rather than 100 screens. It’s a lot easier.”


    “The client service at Andesa continues to blow my expectations out of the water. They are knowledgeable, responsive and could not possibly deliver better service to me and my team.”

    “We can change priorities quickly and Andesa is able to react as needed. Andesa is always looking for ways to improve the solutions they offer.”

    “Thank you to the Andesa team for an exceptional job done with the conversion.”

    “Andesa has been outstanding in working through the challenges with respect to our project. I am particularly impressed by the ability to problem solve and deliver on commitments.”

    “Andesa has responsive personnel who care about making things right.”

    “Andesa gave us good solutions that we can use — or our clients can use — to make the whole process better.”


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