SOLUTIONS · SALES ILLUSTRATION

The Right Illustration. At the Right Moment. Every Time.

The Configurable, Regulatory-Compliant Illustration Engine Built for Insurance Distribution

SymbioSys Sales Illustration empowers your agents and bancassurance partners to generate complex, interactive, and fully compliant illustrations for any product. Life, Annuity, Pension, or Health — all available on any device, in any language, online or offline. Leverage a single, unified product configuration engine to ensure that your team delivers the right illustration to the right customer, every time.

A sales illustration is more than a document. It is the moment a prospect decides to trust your agent and your product. SymbioSys Sales Illustration is built to make that moment count. With a unified, no-code Product Configurator behind every illustration, your business teams configure products, solvers, and illustration models without any IT dependency. Outputs are regulatory-controlled, multi-language, and consistent across every channel and device. Agents can generate illustrations in the field without connectivity. Customers collaborate remotely through non-face-to-face engagement tools. And when regulations change, your team relaunches compliant illustrations in days rather than weeks. Proven across 15 million+ illustrations, 500+ base plans, and 1,000+ riders in 9 countries, SymbioSys Sales Illustration sets the standard for illustration excellence in insurance.

Key Features

One unified illustration engine — configurable, compliant, and built to scale across your entire distribution network.

Launch New Product Illustrations in Days

The no-code Product Configurator gives your business teams full control over product rules, illustration models, and output formats. That too, without any IT or vendor dependency. New products, riders, and regulatory updates go live in days, not months. Over 500 base plans and 1,000+ riders have already been configured on the platform.

Illustrate Anywhere, Online or Offline

Your agents never lose a sales moment to poor connectivity. SymbioSys Sales Illustration works in fully disconnected mode. They can generate complex, calculation-heavy illustrations on a handheld device without a network. Online sync happens automatically when connectivity is back.

Engage Customers with Intelligent Solvers

Built-in intelligent Solvers work backward from what the customer actually wants — a target maturity value, a premium they can afford, a coverage goal for a life event — and instantly compute the right configuration to get there. With 10 Solvers deployed in production, agents address sales objections in real time, interactively adjusting premiums, coverage, and policy terms to find the perfect fit. Whether in-person or through remote collaboration, every illustration becomes a dynamic, guided advisory conversation.

Business Benefits

SymbioSys Sales Illustration delivers measurable improvements in agent productivity, regulatory compliance, and customer engagement. Right from day one.

50%+ Reduction in Illustration Generation Time

Agents generate complex, multi-product illustrations in seconds. With configuration-driven UI and automated calculation engines, the time from customer conversation to compliant illustration output is dramatically reduced across every channel.

Regulatory-Compliant Outputs Across Every Market

Illustration outputs are governed by a centrally managed, regulatory-controlled configuration engine. When regulations change, your compliance team has to update rules just once. Every agent across every channel is automatically compliant, with no manual rework.

Multi-Language, Multi-Platform, Multi-Channel

SymbioSys Sales Illustration supports multi-language user interfaces and illustration outputs. This enables true localization across your markets. Consistent performance is delivered across iOS, Android, and web, for agency, bancassurance, broker, and digital channels.

Faster Time to Market for New Products

The unified illustration and product configuration engine means your new products reach all channels simultaneously rather than sequentially. Leading insurers using SymbioSys have achieved more than 50% reduction in product launch time, with Automated Regression Testing ensuring quality at speed.

Turn Illustration Activity into Actionable Intelligence

Illustration is the top of your sales funnel, and every illustration is a signal. Management dashboards turn that activity into insight — showing illustration and quotation volumes, product mix, agent productivity, and illustration-to-application conversion across channels in real time. Built on the SymbioSys data foundation, this intelligence helps distribution leaders see what is resonating with customers, where advisors need support, and which products to prioritize, long before it shows up in the new business numbers.

Why C2L BIZ as Your Transformation Partner?

Illustration is not just a feature. Rather, it is a mission-critical sales moment. C2L BIZ brings 19+ years of deep insurance domain expertise to every illustration implementation. This is backed by a proven understanding of regulatory requirements across Asia, the Middle East, and Latin America. Our Product Configurator has been trusted by 30+ insurers globally, with 15 million+ illustrations generated and 10 intelligent Solvers deployed in production. We don't just implement the platform — we help you configure it to match your products, channels, and compliance obligations precisely, and we give you the dashboards and analytics to turn every illustration into insight.

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15 million+ sales illustrations generated across 9 countries

500+ base plans and 1,000+ riders configured on the platform

10 intelligent Solvers deployed in production

30+ insurers trust the SymbioSys Product Configurator

Available as SaaS on AWS and Microsoft Azure

Integrations

SymbioSys Sales Illustration connects seamlessly with your existing sales, underwriting, and policy administration ecosystem. Discover new possibilities through ready-built APIs and SDKs, with no disruption to your core technology stack.

Sales Tool and eApplication

Tightly integrated with SymbioSys Sales Tool for a seamless end-to-end journey. Transform sales processes right from illustration to eApp submission in a single, unified agent experience.

Policy Administration Systems

Real-time and batch integrations with all major PAS platforms. Ensure illustration data flows directly into new business processing with zero re-entry.

Regulatory and Compliance Systems

Configurable connections to regulatory bodies and compliance platforms. Utilize real-time rule validation, compliant output generation, and audit trail management.

Analytics and Document Management

Illustration and quotation data flows into the SymbioSys Operational Data Store (ODS) for unified, cross-system analytics and dashboards. Integrated document capture, e-signature, and remote customer collaboration tools enable fully paperless, non-face-to-face illustration and advisory journeys.