Quotes & Illustrations
Choosing the Right Tool for the Right Case
Clear, well-prepared illustrations and presentations are the foundation of a smooth application and underwriting process. Thoughtful preparation upfront helps align expectations, reduce revisions, and create a more efficient experience for everyone involved.
TPBC supports advisors with a tiered quoting and presentation approach so you can choose the right tool based on the complexity of the case and the level of planning involved. For the best results, we encourage advisors to begin with self-serve tools when appropriate and engage TPBC resources when cases call for deeper planning or customization.
Self-Serve Quoting
Fast, Flexible, and Advisor-Driven
iSolve by iPipeline
iSolve is well suited for early-stage illustrations and client-ready presentations, including:
- Term insurance
- Straightforward permanent life cases
- Initial scenario comparisons
- Introductory client discussions
Using iSolve to create clear, easy-to-understand illustrations and presentation materials helps set expectations early and supports a smoother transition into the application process.
Advanced Illustrations and Planning Scenarios
WinFlex Web
WinFlex Web supports more advanced illustration and presentation needs when:
- Permanent products require multiple design variables
- Policy structures need to be evaluated side by side
- Premium patterns, riders, or funding strategies are part of the planning conversation
Well-prepared WinFlex illustrations often serve as the backbone of more detailed client presentations and help ensure applications reflect the agreed-upon design.
Advanced Case Design and Bespoke Planning
TPBC Ideas Center
Some cases require a higher level of planning and presentation. The TPBC Ideas Center supports advisors when cases involve advanced strategy, customization, or complexity.
The Ideas Center is best engaged when:
- The illustration supports a broader planning narrative
- Client presentations involve multiple stakeholders or advisors
- The case includes non-standard structures, funding, or jurisdictional considerations
Providing clear illustrations and thoughtful presentation materials before engaging the Ideas Center allows the team to focus on strategy, refinement, and execution rather than reworking assumptions.
Aligning Illustrations, Presentations, and Applications
For the smoothest path from planning to placement:
- Confirm illustrations align with the proposed application structure
- Review presentation assumptions carefully with the client
- Ensure the application reflects the final illustrated and presented design
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