Carrier illustrations, side by side. Every number traced to its page.
Upload the IUL and UL illustrations you already have. We read the figures, show guaranteed and non-guaranteed values together, and export a clean client report in English, Simplified Chinese, or both.
- No card to start
- Verified against real illustrations from 14 carriers
- English and 中文 reports
How it works
From three PDFs to a client-ready comparison
No retyping, no spreadsheets. You stay in control of every figure.
Upload the illustrations
Drop in the PDFs from each carrier. Text is read in your browser and checked on our server.
Check what's flagged
Anything uncertain is listed first with the reason. One click opens the original page.
Compare and export
Move through the years, switch views, and export a branded report in the language your client reads.
What you get
Built for the way agents actually compare
Source page for every figure
Each value links to the page it came from. Totals are checked against the ledger, and mismatches are flagged.
Guaranteed next to non-guaranteed
Both columns at the same weight, by policy year or attained age, with the lapse age under guaranteed assumptions.
Honest about differences
Different ages, premiums, rates or loan types? The comparison and the report say so before any number.
English and Chinese reports
Choose sections, add your logo and license line, and export in English, 简体中文, or bilingual. Every version is saved.
Teams for agencies and BGAs
Invite your agents, share cases and credits, and keep your branding on every report.
Client data handled with care
Private storage, per-organization separation, audit logs, and permanent deletion within 30 days.
Designed around illustration rules
A supplemental summary, never a substitute
Comparisons of carrier illustrations are sales material. The report is built so you can use it the way the rules expect, and your carrier and IMO approvals remain your call.
- Guaranteed values shown with the same prominence as non-guaranteed values
- Required notice on every printed page, and the carrier illustrations it must accompany listed in the report
- No rankings, no recommendations, no projections beyond what the illustration shows
- Historical index returns are never presented as an illustrated rate
- Chinese text states that the English carrier illustration controls
Pricing
Pay per client decision, or subscribe
A case holds every illustration for one client decision. Re-exporting reports never uses another case.
Clear boundaries
What it doesn't do
- Run illustrations or replace carrier illustration software
- Project, interpolate or recalculate anything not in the illustration
- Rank carriers or tell your client which policy to buy
- Read variable universal life (VUL) or scanned PDFs
Your next case, compared in minutes
Bring the illustrations you already have. 3 cases are included.