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We have built a number of web-based tools for our clients. In most cases, we build and host a tool that supplements their existing
website. So we custom build the tool to match the style of your site. Here are a few demos of tools that we have built:
www.VariablePerformanceReports.com
www.VariablePerformanceReports.com/Samples.aspx
The link above is our website dedicated to variable performance reporting tools. We have developed custom tools to streamline
performance reporting and provide innovative sales tools.
www.myactuary.com/Demo-AnnuityIllustrator/
This agent tool generates simple fixed annuity illustrations, complete with solve routines and various illustration options. Note that
we can build both desktop and web-based illustrations that work off of the same database and calculation engine. We can now also add
formatted PDF reports for life and annuity products suitable for printing or emailing that are fully compliant with the NAIC model
illustration regulation.
www.myactuary.com/Demo-Assoc1/
This tool was designed for members of a group association. The member (or potential member) can get quotes on the various benefits
offered. If they are a current member, they can review their current benefits. If they want to enroll for new or additional benefits,
the system provides an enrollment wizard that walks them through the enrollment and prepares a PDF package of completed enrollment
forms. This version generates paper applications because the association required signed hard copies. But it is a small step to build
an electronic submission of enrollment data. (We can also build individual insurance applications using a similar approach). The demo
has a login screen for members. Click on the "?" to get sample logins so that you can sign in as an imaginary member to review "your"
benefits.
www.myactuary.com/Demo-WebQuotes/
This tool was designed for for a client who wished to have an extremely simple premium quote pop-up, designed for consumers. The tool
requests a minimal amount of information and produces a quote, plan summary and disclosures/disclaimers. The system has help and
insurance glossary pop-ups.
Contact Chuck@MyActuary.com or Betsy@Myactuary.com
for a quote or if you would like to walk through these demo tools on the phone.
We are still in the process of adding more demo tools here from client projects we have completed, so let us know if there are any
particular tools you would like to see.
Remember, we can build custom web tools to your exact specifications. So lets brainstorm!
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