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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