Case Study: Bradford Life Insurance boosts sales speed and advisor productivity with Equisoft/illustrate

Turning Illustrations from Table Stakes into a Competitive Advantage

Bradford Life Insurance, a long-established global carrier, sought to transform its life insurance illustration tools from a basic necessity into a significant competitive advantage. Their challenge was to replace their traditional approach with a modern, web-enabled solution that would allow their advisors to create compelling product illustrations anywhere, thereby increasing sales and showcasing their products' superiority.

The company chose to implement Equisoft/illustrate for its superior configurability, modern SaaS platform, and the vendor's partnership approach. The solution enabled Bradford Life Insurance to accelerate product launches, reduce IT maintenance costs, and empower its advisors. The measurable results include over 15,000 active advisors using the tool to run more than 100 illustrations per hour, solidifying Equisoft's role in unlocking the carrier's growth strategy.