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Tech Directory Product Detail

    OPUS Connect

    illustrate inc.

    Contact: Jay Stevens, VP Sales & Marketing, Address: 500- 10 Four Seasons Place, Toronto, ON, CAN, M9B 6H7, Phone: 416-626-6230, Fax: 1-877-573-1143, Email: sales@illustrateinc.com, Website: www.illustrateinc.com
    Product Description:

    OPUS Connect utilizes the base framework of illustrate inc’s OPUS technology to provide the industry’s only true Software as a Service model for deploying and maintaining a cost effective Web based illustration and point-of-sale solution.

    Designed with the advisor in mind, OPUS Connect unifies every step of the sales process. Your advisors never have to re-enter data, because no matter where they are in the process, the data is captured once and populated throughout the system.  Whether they are running a standard Term illustration or taking advantage of our easy to use Term Wizard, your advisors have a professional, sophisticated illustration solution right at their fingertips. 

    Help your advisors make the sale faster and easier than ever before with OPUS Connect. 

    Base Functionality  
    • Product Setup & Configuration
    • Setup & Maintenance of Product Rates
    • Setup & Maintenance of Business Rules
    • Configurable Output & Reports
    • General Product Maintenance
    • User Administration & Authorization
    • User Hierarchy Setup & Maintenance
    • Term Wizard, includes simple needs analysis and simplified app
    • Product Comparison Sliders
    • Underwriting Age and Amount Requirements

       Features

    • Branded solution that utilizes your company and/or product logos to brand user input and reports.
    • User access authorization can be designated to whatever level of user is deemed appropriate.
    • Calculators enable advisors to provide their clients with simple graphical displays of key calculations – such as mortgage payments and investment growth under various scenario assumptions.
    • Moving between modules in the system is effortless.
    • Present a variety of options to clients quickly and easily.
    • Sale on the value offered over the life of the product vs. price, with the OPUS Connect on-screen product slider.
    • Quickly close the sale without costly delays by utilizing straight through processing with electronic submission of applications.
    • Offers on-demand multilingual support.
      Benefits
    • Fully Hosted Solution
    • All Maintenance and Support of the Host Environment Included
    • Minimal Upfront Costs
    • Monthly Billing via Corporate Credit Card or Monthly Invoice
    • User authorization put in the hands of the right people.
    • Single point of data entry regardless of where it is entered in the system.
    • Compatible with all major browsers available today
    • Device Independence – iPad, iPhone, Android Tablets & Phones, Mac or PC
    • N-Tiered Architecture to support true scaling of the application.
    • Expandable to full OPUS to support all your product families.
    • Compatible with OPUS Mobile for quick quotes via smartphones