Make Every Move Count

Whether it’s a first pitch or an inforce check-in, Forecast delivers visual, intelligent illustrations that help advisors move fast and win trust. One engine supports Life, Health, Annuity—Individual, Group, and Voluntary—all from a single platform.

Show “what-if” scenarios. Solve for lapses. Recommend next-best actions. Forecast blends advisor input with automation and integrated needs analysis—so recommendations are not only compliant, but compelling.

Go beyond annual mailers. Forecast powers ‘smart’ statements that track intent, detect future lapses, and surface solutions before problems escalate. Inforce is no longer reactive—it’s strategic.

From Term and Whole to Indexed UL, Annuities, CI, and Group offerings—Forecast supports complex products out of the box. It’s built for scale, tailored for speed, and ready to support everything you sell.

Cloud-based, mobile-ready, and built with robust APIs, Forecast delivers secure, high-performance access anywhere you need it. Monte Carlo projections? No problem. Compliance-sensitive visuals? Already covered.

Forecast is engineered by people who understand the complexities of insurance—and how to simplify them. Advisors love it, staff rely on it, and clients get it. That’s how illustration should work.