eVision Insurance Illustrator

Experience the NEW eVision Insurance Illustrator

The NEW eVision Insurance Illustrator offers new features and provides an improved modern design that makes submitting illustrations simple, fast and easy

Additional enhancements include:

eVision builds off the success of our desktop Envision illustrator with added new features based on advisor feedback. Not only will you have access to all the same familiar capabilities that you’ve come to expect from Envision, but now we’ve made it easier to launch new products and introduce new capabilities.

Joint/multi-life policies

Automatically launching two input screens for joint or multi-life policies on the same tab

Term life taxation summary

New detailed life insurance taxation summary added to our Solution Series term life insurance portfolio

Modern Design

Mobile-optimized, responsive design means running illustrations is easy

Real time summary

Real time summary calculation refreshes with changes to illustration inputs (mobile-optimized)

Other enhancements include:

Corporate owner is identified earlier in the illustration process
Access to easy-to-read client reports
Auto population of the provincial (marginal /corporate) tax rates
Providing solve calculations for coverage amount or premium
Automatic rate updates and no downloads required (cloud web-based software)

New Save & Share

You can now share illustrations with another eVision authenticated user on your team in a safe and secure manner
Access to the illustration can be easily revoked at any time
Team members will receive a duplicate copy of the illustration and can modify it to suit their needs
Shared illustrations and expiry dates can be quickly tracked from the My Cases dashboard

How does it work? Only two simple steps:

Step 1:

To share an illustration, simply select the “save” feature and then select “share” from the pop-up box. You’ll be asked for the recipient’s email address.

Step 2:

eVision will open a pre-populated email within your default email application with the URL included. You can customize the email to your preference and then simply hit “send”.