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Unit-Linked simulator.
Explaining a complex product to someone without financial or insurance knowledge can be challenging.

Compared to other insurance products, Unit Linked products have the lowest awareness within the insurance products. More than 60% of potential customers are unaware of these products, even in mature markets*. 

This fact combined with their complexity makes it hard for customers to really understand what they are getting when selecting a product.

*Addressing Obstacles to Life Insurance Demand, The Geneva Association, 6th May 2020

 

CLEAR AND SIMPLE, UNIT LINKED SIMULATOR

Explain, teach and guide your customers through the complexity of Unit-linked products. Display tables and graphs to make sure your customer understands all aspects of the product.

  • Risk Profile Questionnaire
  • Dynamic graphs
  • Playful Portfolio selection
  • Charts
  • Fund Allocation
  • UL Calculator
  • Performance records
  • Cash value table
  • Personalize withdrawals and holidays
Unit-Linked Simulator offers valuable
features to illustrate the investment performance according to your customers’ needs.

Enjoy a seamless experience with
a full integration between Unit-Linked Simulator and E-Quotation modules.

Risk Profile Questionnaire

  • Risk Score with an easy assessment
  • Define a risk category for your prospects risk profile.

Benefit

  • Pick the right product for your customer
  • Easy explanation of Risk levels.
  • 4 tools to show your customer the expected return on investment
  • Event modifier
  • Graph
  • Filtered Table
  • Simplified Table
  • Show your customer the impact of withdraws, contributions and payment pauses

Benefit

  • Personalize and create scenarios for the customer

There is no easier way to explain the impact of different investments and personalize accordingly.

  • Predefined portfolio according to the prospect’s risk profile.
  • Personalize portfolio
  • Remove or add investments
  • Adjust allocation percentage
  • Show prospects the historic performance of the selected funds

Discover the power of smart solutions.

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  • Max. file size: 1 GB.