About WinFlex
An insurance illustration platform for agents to compare and analyze life insurance, disability insurance, and annuity products from multiple carriers. It supports advanced sales concepts and integrates with other processing systems.
WinFlex is a specialized insurance illustration platform provided by Zinnia, designed for insurance agents and financial advisors. The software facilitates the comparison and analysis of various insurance products, including life insurance, disability insurance, and annuities, from over 38 major carriers. Its core function is to generate compliant illustrations based on each carrier's specific logic. WinFlex also supports advanced sales concepts, such as split dollar arrangements and executive compensation planning, making it a versatile tool for complex cases. The platform can operate offline and integrates with other systems like LifeSpeed, aiming to create a more efficient workflow for agents. Pricing information is not publicly available, and interested parties must contact the sales team for a demonstration. Support is offered through a contact form on the Zinnia website.
Pros & Cons
- Provides a comprehensive multi-carrier platform for comparing insurance products.
- Supports advanced and complex sales concept illustrations.
- Operates offline, providing flexibility for agents.
- Integrates with other insurance processing systems to streamline workflows.
- Pricing is not publicly available and requires a sales inquiry.
- The platform is highly specialized for the insurance industry, limiting its use for other professionals.
Features
Key features
Enables agents to compare and analyze products across life insurance, disability insurance, and annuities from 38 major carriers.
Generate illustrations built on each carrier’s approved illustration logic.
Supports complex sales scenarios including split dollar and executive compensation planning.
The platform can operate offline, allowing for flexibility in various work environments.
Integrates with processing systems like LifeSpeed to streamline workflows.
Additional features
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About WinFlex
An insurance illustration platform for agents to compare and analyze life insurance, disability insurance, and annuity products from multiple carriers. It supports advanced sales concepts and integrates with other processing systems.
WinFlex Details
WinFlex's In-App Market Place
Does WinFlex have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Provides a comprehensive multi-carrier platform for comparing insurance products.
- Supports advanced and complex sales concept illustrations.
- Operates offline, providing flexibility for agents.
- Integrates with other insurance processing systems to streamline workflows.
- Pricing is not publicly available and requires a sales inquiry.
- The platform is highly specialized for the insurance industry, limiting its use for other professionals.
WinFlex's Support Options
WinFlex's Alternatives
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