What’s inside?
Illustration values update in real-time as the user changes policy inputs. Preview the effect of every decision as soon as you make it.
Generate colorful, client-ready reports with the click of a button. Design them with charts, graphs, tables, or even leverage the full power of PDF with fillable forms and digital signatures.
Store cases directly within the application. In a real-life implementation, restrict saved case visibility to specific users or to groups of users to allow easy sharing and cooperation.
You do not have to be a trained expert to use CLIO. Help text and validation is available for every field to smooth the input process and catch easy-to-make mistakes ASAP.
Pull data for inforce policies from any source. Time wasted manually inputting data for reprojection is a thing of the past.
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What’s Behind The Scenes?
The CLIO Illustrator is a foundation, and each implementation is unique and changes to fit your business instead of the other way around. Keep your existing systems and let us mold an illustration system around them.
The CLIO Illustrator is backed not only by the support of our staff, but also an array of supporting applications which are constantly being improved.
Designed for configuration, CLIO empowers you to author input screens, reports, output views, rates, and more on a product-to-product basis, making it easy to keep up-to-date with your constantly evolving offerings.
CLIO developers are product engine experts. Our proprietary product engine framework (PIF) allows for quick implementation at competitive prices. Engine speed and accuracy are a given.
Missing Something?
Save and open cases and illustration results in a variety of formats. However you need your data, CLIO can provide it.
The CLIO Illustrator has a variation suited to the calculation of complex, multi-thousand-life cases with composites. Aggregate processing and group level solves are available in this version.
Existing CLIO implementations support a wide range of products including variable, index, and annuities with all of their accompanying riders and features.
Leverage the full power of the PDF format. Digitally signable and form-fillable reports can streamline your presentation process.
As a boutique organization LPS Group offers our clients more attention and flexibility than many competitors. Want a specific feature or have a niche need? LPS will craft a solution. As an LPS Group client your feedback and demands will shape our products directly.