How it works
Create a case
A case is one client decision, for example "Chen family, IUL options". Creating it uses one case credit. Everything you do inside it afterwards is included.
Upload the carrier illustrations
Drop in the PDFs you received from each carrier. Your browser reads each PDF's text layer and our server extracts the figures from it; scanned images can't be read. Illustrations from carriers we recognize are read with rules built for that carrier's layout. For other carriers, an AI model locates the figures, our code reads the numbers itself, and every figure is flagged for your review.
Check the flagged figures
Flagged fields are listed first with the reason, for example "total premium doesn't match the sum of the premium column". Click the page number to open the original page, then confirm or correct the value.
Compare
See guaranteed and non-guaranteed values year by year, by policy year or attained age, with a chart and the source page for every value. If the illustrations use different inputs, a banner lists them.
Export the client report
Choose the sections and the language. The report lists the carrier illustrations it must accompany, repeats the required notice on every page, and is marked as a draft until you confirm you've checked the figures against the originals.