WinFlex Advanced Illustration Life Insurance Software

WinFlex software provides standard entry for multiple life insurance carriers with advanced sales concepts including split dollar, executive compensation and group carve out.

• WinFlex is a multi-carrier, advanced illustration, life insurance system, which is marketed through carriers. 
• It gives you the ability to enter a case and run it for any WinFlex carrier.  You work with a standard input screen, use one set of commands and print standardized illustrations for all of your carriers. 
• WinFlex supports all advanced life insurance marketing concepts and is capable of producing virtually any life insurance sales presentation desired.

• No more struggling with each carrier's unfamiliar screen and operation. All WinFlex products share common input screens and commands.
• Printed illustrations are similar for all companies and products.
• Share case information between carriers' software. Enter the data once and run it for multiple carriers.

• Standard Illustrations, with or without IRR'S.
• Split Dollar, Reverse Split Dollar using collateral assignment or endorsement methods.
• Deferred Compensation with complete flexibility in funding, pre-retirement, and post-retirement benefits.
• Executive Bonus with employer bonus options.
• Group Term Carveout using Sec.162, Bonus or Split Dollar. Full composite ability is built into WinFlex giving you the ability to produce individually designed case illustrations while producing a composite for the entire group.
• Financial alternatives comparing a policy with numerous investment choices.
• Many, many more.
• Create custom concepts from over 140 custom columns. If you cannot find the custom column you need, create your own with math columns to build any concept you desire.

• Eliminates software distribution and installation
• Insures all Producers use current software
• Provides Usage Statistics

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WinFlex fully complies with the NAIC Model Regulations requiring that supplemental systems be accompanied by a complying basic illustration and meet the specifications of section 8.

WinFlex Web System Requirements

WinFlex Desktop System Requirements: