1

What’s inside?

This is a sample implementation of the CLIO Illustrator, created for the fictitious carrier “Everglades Life”

Fast Calculations

Illustration values update in real-time as the user changes policy inputs. Preview the effect of every decision as soon as you make it.

Reports

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.

Case Storage

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.

Validation & Help

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.

Inforce Reprojection

Pull data for inforce policies from any source. Time wasted manually inputting data for reprojection is a thing of the past.

Scroll to learn more, or see it in action

2

What’s Behind The Scenes?

The CLIO Illustrator is about more than just the UI you can see in the demo

Adaptable

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.

CLIO Toolkit

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.

Easy Configuration

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.

Product Engines

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.

3

Missing Something?

This is a simple demo, but rest assured the CLIO Illustrator is capable of much more

Formatted Export

Save and open cases and illustration results in a variety of formats. However you need your data, CLIO can provide it.

Multi-Life

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.

Advanced Products

Existing CLIO implementations support a wide range of products including variable, index, and annuities with all of their accompanying riders and features.

Advanced PDFs

Leverage the full power of the PDF format. Digitally signable and form-fillable reports can streamline your presentation process.

Anything Else?

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.

Find out what we can do for your business