Available Now

Illustration Hub

Interactive Illustration Intelligence

Transform carrier illustration PDFs into interactive dashboards. Compare scenarios, run simulations, and present with confidence—all from one platform.

See Illustration Hub in Action

This is what a modern illustration workflow looks like. Clean dashboards, side-by-side comparisons, and client-ready visuals—all in one intelligent platform.

The Illustration Problem

Financial agents waste hours managing static PDFs that should take minutes

PDF Paralysis

Carrier illustrations arrive as static PDFs—difficult to read, impossible to interact with, and tedious to explain to clients.

Manual Comparisons

Comparing multiple scenarios means printing pages, highlighting numbers, and building spreadsheets from scratch.

Limited Client Engagement

Static PDFs don't tell the story. Clients struggle to visualize long-term value and ask the same questions repeatedly.

No Context for Changes

When a client wants to see 'what if' scenarios, you're back to requesting new illustrations from carriers—days of delay.

Illustration Hub eliminates PDF friction by transforming static illustrations into interactive, client-ready experiences.

How It Works

From PDF to presentation in four steps

Import Illustration

Drop your carrier PDF into Illustration Hub. We automatically extract premium schedules, projections, and policy details.

Review & Organize

Illustrations are linked to members and groups. View accumulated values, death benefits, and cash flow in interactive charts.

Compare & Simulate

Compare multiple scenarios side-by-side. Run 'what-if' simulations marked as educational—no compliance concerns.

Present with Confidence

Launch presentation mode with clean visuals, clear disclaimers, and client-friendly language. Export or share digitally.

Deep Feature Breakdown

Built for the complexity of IUL illustrations

Scenario Switching

Every imported illustration includes multiple scenarios (Guaranteed, Current, Hypothetical). Switch between them instantly without re-uploading PDFs.

Compare worst-case vs. best-case projections in seconds, not hours.

Loan & Withdrawal Tracking

Illustration Hub captures loan assumptions, interest charges, and withdrawal schedules embedded in carrier PDFs.

Show clients exactly how loans impact cash value and death benefit over time.

Group & Member Organization

Organize illustrations by family groups, business entities, or trust structures. Track multiple policies per member.

Manage complex household strategies without juggling folders and spreadsheets.

Educational Simulations

Run 'what-if' scenarios by adjusting premium schedules or policy parameters. All simulations are clearly marked as educational.

Answer client questions on the spot without waiting for carrier re-runs.

Compliance by Design

Official data and educational scenarios—clearly separated

Official Data

Illustration Mode shows only carrier-provided data. Numbers, assumptions, and projections come directly from imported PDFs.

Imported from carrier PDFs only
Immutable—no agent edits allowed
Carrier branding and disclaimers preserved

Educational Scenarios

Simulation Mode allows 'what-if' explorations clearly marked as agent-generated and non-official.

Watermarked as 'Educational Simulation'
Cannot be presented without disclaimer
Separate from official carrier data

Note: Illustration Hub does not generate carrier illustrations. It visualizes and organizes official data provided by carriers.

Part of the Agent366 Ecosystem

Illustration Hub is one of 12 modules already live

Agent366 is a modular growth platform for financial agents. Twelve modules are live today — only AI Voice Agent is still on the way.

Live