Drawing The Future

Another insurer, Pacific Life, Newport Beach, Calif., has integrated its Web-based Planned Performance Tracking policy management system with its Navigator policy illustration system.

Producers can send new business or in-force illustrations from Navigator to Planned Performance Tracking, to create a baseline for benchmarking. Producers also can schedule future in-force illustrations, which include a Policy Tracking Report, by creating a baseline with Navigator and sending the baseline to the Planned Performance Tracking system, Pacific Life says.