IllustrateNow - 2026 Pricing, Features, Reviews & Alternatives

IllustrateNow is a cloud-based annuity illustration platform built for insurance carriers that distribute annuity products across Variable Annuities, Fixed Index Annuities, Registered Index-Linked Annuities, Fixed Annuities, MYGAs, and Immediate Annuities. The platform connects completed illustration data with sales and operational workflows, consolidating alternative scenario insights, CRM integration, automated advisor follow-ups, case summaries, and analytics into a single annuity sales workflow. Carrier administrators control available scenarios and product configurations, including living benefits, death benefits, and other riders, while sales teams and wholesalers can update and compare illustrations without leaving the workflow.

IllustrateNow integrates with Salesforce and other CRMs via real-time data push, eliminating manual data entry by delivering completed illustration data and structured case summaries directly into the CRM. API connections extend the platform into downstream order entry, application, and compliance systems, allowing illustration data to flow through the full sales and operational cycle without duplication. Automated advisor-facing follow-up emails are triggered by completed illustrations, with options for automated sending or queued drafts for team review, supporting consistent and timely advisor messaging across distribution channels.

The platform provides carriers with visibility into illustration activity and trends through built-in analytics, supporting sales, marketing, and product-development decisions. Illustration reports adhere to applicable NAIC standards, supporting compliance consistency across distribution channels. Industry-standard data security practices govern data handling, storage, and access throughout the platform.