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Insurance Illustration Services

Outsource Insurance Illustration Services

Get access to accurate sale valuations with flexible insurance policy illustration services. Outsource insurance illustration services to improve organizational accuracy with our innate insurance illustrations at just $15/hour

There has been an increased demand for life insurance policies since the pandemic. Insurance illustrators provide accurate insurance policy illustrations with easily understandable policy benefits/values. Insurance illustration services support whole life, term life, universal life, corporate, and bank-owned life insurance. Insurance illustration services assist insurance carriers and brokers to carry out insurance policy illustrations. Insurance illustration services cater to the group as well as individually owned policies.

We provide compliant and compelling insurance illustration services for life, annuity, and long-term care. We are an intuitive and responsive insurance illustration service provider. We support the vital sales functions for all major types of business. We align our insurance illustrations following how insurance and retirement solutions are sold. Being a leading insurance illustration trial service providing company, we support product types across varied distribution channels. Our insurance analysts assist BGAs, financial well as insurance advisors by generating customized reports that support specific client requirements. Our standalone insurance illustration solution offers maximum value when integrated with our policy/plan administration solutions. By leveraging robust pre-built sales tools, we employ a dynamic insurance illustration process. Highlight your product differentiators to existing/prospective policyholders by outsourcing insurance illustration services to O2I.

Insurance Illustration Services We Offer

Our insurance illustration services upgrade the sales and marketing of your insurance products. We provide vigorous sales capabilities that facilitate insurance advisors to quickly showcase and access your product strengths. List of insurance illustration services we offer at O2I -

  1. Life Insurance Illustration Services

    Life Insurance Illustration Services

    We analyze the performance by looking at the interest rates, mortality, and expense charges. Our illustrations present all the important policy guaranteed values as well as hypothetical non-guaranteed ones for your insurance. Our qualified specialists are accustomed to all the major insurance carrier illustration software available in the market.

  2. Annuity Insurance Illustration Services

    Annuity Insurance Illustration Services

    Annuity insurance illustration services play an important sales tool for insurance consultants. Being a leading insurance illustration service provider, we utilize only the latest technologies to provide top-quality insurance illustration services. We also provide comparisons amongst various carriers. Our experts generate an average of 10-15 insurance illustrations daily. They even provide a comprehensive statement comparison and guide you in making financial decisions.

  3. Sales Insurance Illustration Services

    Sales Insurance Illustration Services

    We provide advanced ways for distribution, promotion, and sales of your products. O2I provides sales insurance illustration services for individual, voluntary group, and multi-life insurance illustrations. We provide variable, fixed, and indexed annuities for single and composite insurance illustrations. Our intuitive and responsive user interface allows for easy online/offline access. We offer compliant, compelling product outputs with built-in advanced sales concepts. Our integration with other third-party systems allows us to represent calculations and multiple graph views. Our insurance illustration services are customizable to meet your brand and business expectations. Outsource insurance illustration services to empower your distribution. We also provide complete financial solutions that meet all sorts of client requests. We offer the following -

    • In-force and new business illustrations
    • Risk tolerance strategies
    • Needs analysis
    • Quoting and calculations
    • Product information
    • Sales templates and tools
  4. Comprehensive Insurance Illustration Reports

    Comprehensive Insurance Illustration Reports

    We provide a thorough insurance illustration report by looking into various factors. The report is generated by understanding the number of scenarios requested and the kind of product that is in question. We support basic, regular, in-force, LIRP as well as supplemental illustrations.

  5. Insurance Illustration Mobile Application Services

    Insurance Illustration Mobile Application Services

    We have developed a mobile app that supports both Android as well as iOS. This app can be used by sales agents to log in, create and track client orders. The orders that are created on this app are stored in our database using the web portal API. Our web portal is used by our backend support team to update and track the order status. The steps to be followed are -

    • Login Authentication

      Sales agents begin by logging in to our app by creating a username and password. The access details for the same can be created and modified by the administrator in the order management portal.

    • Fingerprint/Facial Recognition Authentication

      Use the username and password for the first-time login. After you log in to the app, you will receive a prompt for the fingerprint and facial recognition authentication option. You may choose to save these credentials for an easier login later.

    • Order Creation and Listing

      Upon successful login, you can see the list of created orders. The list includes various fields such as client details, the premium amount, policy type, terms, and status. If you wish to modify any policy-related details, you may do so from our web portal. After successful listing, you will receive an email to the configured administrator email account. All the above-mentioned field information would be reflected in this email.

    • Easy Order search

      We also make an easy search option available for you with various filters.

  6. Order Management System

    Order Management System

    The order management on our web portal can be used by the support team for order updates and tracking. The web portal administrator is responsible for managing the users and their roles for accessing the web portal and the app. This includes -

    • User management
    • Order category and management
    • Order updates and tracking
    • Dashboard and reports
    • Manual/auto data purge and utility

Insurance Illustration Service Process Flow We Follow

We are a top leading insurance illustration company. We provide the best insurance illustration services in India and abroad. By leveraging pre-built sales templates and tools, we deliver a dynamic illustration process. The insurance illustration process we follow at O2I -


01. Quotation Request

The process begins when we receive a request for an insurance quote. This includes various details such as the insured's details, rating class, carrier, product type, premium mode and amount, death benefit as well as the 1035 exchange code


02. Document Verification

We verify whether all the required information is available in the above request. If there is any missing information, we reach out to the requestor asking them to fill out the missing data. Upon successful verification, we proceed further with preparing the required quote


03. Illustration

Using the credentials provided by the client, we fulfill the quote request via Win flex, I Pipeline, or any other quote engine. Once generated, reports are sent to the client based on specific instructions provided by the client. We also go the extra mile and save the quotation in our database. In cases when the premium amount is $5,000 or more, we prepare a spreadsheet comparison with the Comdex ranking for the specific carrier


04. Illustration Delivery and MIS Reporting

We are pleased to inform you that we have a standard 2 hour turnaround time to complete any insurance illustration project. We also generate and deliver daily status update reports, if the client requests them. The steps in our insurance illustration process can be modified as per the client's requirements

Industries We Cater To

Tax and InsuranceTax and Insurance
Information TechnologyInformation Technology
Equity and Hedge FundEquity and Hedge Fund
Venture Capital and InvestmentVenture Capital & Investment
Software DevelopmentSoftware Development
Dental PracticesDental Practices

Other Services You Can Benefit From

Why Outsource Insurance Illustration Services to Outsource2india?

Being a leading insurance illustration service provider, we provide flexible and powerful insurance illustration services. Our website-based insurance illustration services bring forward countless advantages for your distributors, brokers, and carriers. Outsource insurance illustration services to us and reap the following advantages -

  • Affordable Pricing Options

    Being a budget-friendly insurance illustration service provider, we provide cost-efficient insurance illustration services with the maximum ROI.

  • ISO 27001 Certified and HIPAA Compliant

    Our unswerving focus on complete client satisfaction has helped us to retain our existing clientele. This has been made possible because of our thorough and rigorous high standards. Our team of experts emphasizes consistent quality standards and strict adherence to delivery schedules. Our established service delivery setup helps you to pilot business processes with a metric-driven focus. We are an ISO 9001:2015 certified company with a motto of providing proficient insurance illustration services to our clients.

  • Data Security and Confidentiality

    By outsourcing an insurance illustration service to us, you can be assured about the safety and security of your valuable data. All our illustrators must sign a non-disclosure agreement vowed at keeping the client data safe, secure, and confidential.

  • Dedicated Experts

    Our insurance illustration services are led by an executive suite of experts who fully understand your requests. Our insurance illustration services are provided by dedicated experts who have over 25 years of experience in the insurance industry. They provide the best insurance illustration services for term life, whole life, and universal life along with disability insurance and long-term care. By outsourcing insurance illustration services to us, you not only improve the profitability, process efficiency, and cash flow but also reduce costs and the overall cycle time. Outsource insurance illustration services to us today.

  • The Flexibility of Insurance Illustration Services

    We provide easy-to-administer security modes and access to policies. Combine insurance illustration services with our administration solution, to enjoy these additional benefits -

    • Asset and liability integration/accordance
    • Adjustable carrier-specific product considerations
    • Easy administration of intricate sales techniques
    • Flexible benefit plans and finance vehicle designs
    • Easy on-going benefit data and add-on imports
    • Eliminate data coordination for service/carrier provider
    • Quick distribution of new products and product changes
    • Purging of incongruities between policy and illustration values
    • Easy data sharing and policy viewing
    • Shorter period in product development
    • Improved illustration and administration accuracy
    • In-force projections for new products
    • Low-cost conversions
    • Reduced product cost
    • Online policy values
    • Sensitivity analysis
    • Fully managed technological infrastructure
  • Scalable Insurance Illustration Services

    Our insurance illustration services run in a secure and private cloud environment. This allows only authorized personnel to access the data via our web portal anywhere/anytime. Our highly scalable insurance illustration services require no internal hardware. By harnessing minimal IT support, you can significantly reduce the total cost of ownership.

  • Quicker Turnarounds

    We are proud to announce that 97% of our insurance illustration projects have been completed on the same business day. Our day-end insurance illustration projects have been delivered within 36 hrs. By leveraging our insurance illustration services, you are sure to achieve the profitability and process efficiency of your business.

  • 24/7 Customer Support

    We are available for your specific time zone 24/7 to provide qualitative insurance illustration services. Our outsourcing team at O2I works in collaboration with your internal team to provide timely deliverables. Outsource insurance illustration services to us today.

Client Case Studies

O2I Provided Prepress and Vector Artwork to a Dublin-based Client

O2I Provided Vector Artwork and Prepress Services to an Irish Client

A leading Dublin-based creative services firm required accurate and high-quality prepress and vector artwork tasks to be completed. We provided the required services at cost-effective rates and within a quick turnaround time.

Read more
O2I Provided Vector Artwork to US-based Label Designer

O2I Provided World-class and Unique Vector Artwork Services to an American Label Designer

A leading American designer required flawless and unique vector artwork services, which we provided much to the client's delight.

Read more

Outsource Insurance Illustration Services to Outsource2india


The quality of Artwork delivered during the trial period was exceptional and that helped us to decide on our new Outsourced Partner from a couple of quotes from companies across the globe.

Director - Operations, Leading pharmaceutical company in the Netherlands More Testimonials »

O2I is a reputed global insurance illustration company offering cutting-edge insurance illustration services and a series of other creative design services worldwide. We provide best-in-class insurance illustration services to Fortune 500 and Fortune 1000 companies in diverse domains. With our strong domain focus, our uniquely designed insurance illustration services are integrated and delivered through a client-intensive global delivery model. Having a global presence with good decision-making insights and powerful collaboration tools has helped us deliver pioneering insurance illustration services.

Our insurance illustration services support diverse channel, product, and process requirements. We make simple and complex products and benefits transparent for our clients. Our insurance illustration services manage the content and branding across diverse channels. We simplify cross-selling and product blending to deliver an intuitive sales experience. We market new products faster to increase the speed of policy issuance. Outsource insurance illustration services to us to reduce operational costs and maximize the reusability of products. Contact us right away to get a free quote to outsource insurance illustration services.

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