Available September 14, 2023 – Inforce Illustrations

We are very excited to unveil our new tool that allows producers to run their own inforce illustrations. This new functionality will help you provide better ongoing service to existing policyholders. It can be found on our SPA website through the ‘Sales & Marketing Tab’ and then navigating to the ‘Mobile & Online Quoting’ page.

Key considerations when accessing this tool include:

• You must be the writing agent of record to access this function, servicing agents cannot run inforce illustrations
• Previous inforce illustrations are saved in the list for up to 14 days
• Chrome is the recommended browser