WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers. Both the WinFlex and WinFlex Express interfaces allow users to run multiple carrier illustrations while only requiring them to learn one system.

Single System Simplicity and Power

  • ONE System Illustrates Many Carriers - Eliminate the frustration of learning each carrier's software. Enter data once to produce a common format that illustrates many carriers.
  • Side-by-Side Comparisons - Compare multiple carriers/products in an easy-to-explain side-by-side presentation.
  • Advanced Sales Concepts - Illustrate the latest sales concepts including split dollar, deferred comp, and executive bonus.

Marketing and Product Reports

WinFlex Web extracts useful statistics about each illustration run on the system. Run individual or aggregated reports on agency usage to provide valuable data for product and market planning. WinFlex Web provides in-depth statistical reports that allow you to see real-time information on the carriers and products being illustrated, in addition to average face and premium amounts. With the WinFlex Web reports, you can now analyze whether your marketing efforts are effective and spot trends among your users so you can quickly plan how to increase production.

WinFlex Web

WinFlex Web Insurance Illustration Software

WinFlex Web life insurance illustration software offers agents a single system for multiple carriers and advanced sales concepts including split dollar, executive bonus and group carve out.

Provides Full Advanced Sales capabilities
Includes Product Comparisons and Composite for Multiple Clients

Has same "Look & Feel" as WinFlex desktop version
An industry standard for over 30 carriers and thousands of agents

Eliminates software distribution and installation
Eliminates end user support for maintaining software

Insures all Producers use current software
Makes bug fixes available immediately. Simplifies and accelerates new product introductions

Allows Carriers to register users on-line
Supports upload of user lists and single user registration

Provides Usage Statistics
Captures data by producer, by product, by concept. Provides real-time views of usage, trends, etc.

Advantage for Carriers-

  • All your brokers on one website
  • Instant Access, controlled by the carrier

Advantage for Brokers-

  • All your carriers on one website
  • Instant Access to new carriers, new products

WinFlex Express

WinFlex Express was developed to allow you to quickly run more basic illustrations. We understand that there are times when you are looking for a quick, easy quote that does not include riders, endorsements or additional benefits. WinFlex Express requires minimal input and is available for Universal Life and Guaranteed Universal Life, Term Life and Single Premium Immediate Annuity (SPIA).

How Does it Work?

The input is minimal and once it is complete you will be able to select up to 4 products/carriers to review. WinFlex Express will generate a supplemental concept ledger and the same carrier compliance approved ledger available in WinFlex Web. Additionally, the MultiPlan side-by-side product comparison will be available.

After reviewing your products, if you need to apply a carrier's riders, endorsements or additional benefits, WinFlex Express will link to the standard WinFlex Web system where these features will continue to be available. You will be able to access the carriers for which you have previously been approved.

We will continue to work with carriers to provide their products through the system, and also continue to add product lines.

Participating Carriers

Each carrier releases a version of WinFlex with its own products to its agents. WinFlex becomes a multi-carrier system as each agent installs his or her preferred carriers. To obtain WinFlex, please contact each carrier you represent.

More Detailed Carrier Release List

Carrier Desktop Version Web Version WinFlex Express
Accordia Life and Annuity Company
AIG American General - Independent Agency Group
AIG Life Brokerage
Allianz Life
AXA-Equitable Life
Canada Life
Companion Life
Genworth Financial - Genworth Life & Annuity
Genworth Life and Annuity Insurance Company
Genworth Life Insurance Company
Genworth Life Insurance Company of New York
Genworth Life of NY
ING
John Hancock
Lincoln Benefit Life
Lincoln Life
MassMutual
Merrill Lynch
MetLife
MetLife Investors
Mutual of Omaha - Health
NACOLAH
Nationwide
New England Financial
Pacific Life
Phoenix
Principal Financial Group
Protective Life
Protective Life
Protective Life & Annuity Insurance Company
Protective Life & Annuity (NY only)
Prudential
Transamerica
United of Omaha
United States Life
West Coast Life (Annuity Products)
West Coast Life (Boli Products)
West Coast Life Ins. Co.

How do I get products in Winflex?

For Carriers Only

WinFlex is the industry’s standard platform used to illustrate carrier products and create advanced sales proposals. Used by a large segment of brokerage and independent producers, WinFlex provides carriers valuable shelf space when it comes to illustrations and product selection. Additionally, the flexibility of WinFlex allows carriers to distribute the software easily and effectively to captive and alternative distributions. WinFlex can also assist carriers who are interested in a cost effective way of providing a web-based illustration solution.

What Products are Supported?

Most insurance products are available through the WinFlex system including all forms of life, annuities, long term care, and disability insurance. The WinFlex interface allows you to combine separate product illustration engines to promote your full portfolio to any desired distribution through a single system.

Support for All Distributions

WinFlex Web’s ability to create multiple distributions allows the system to be your sole illustration software. The unique ability to tie into multiple illustration engines allows carriers to provide their entire product portfolio through one system. Now carriers can gain the benefit of exposing their entire portfolio to any distribution. The system also allows carriers to pick and choose what products are provided for some distributions that may not have access to products. Whether it is brokerage, independent, alternative or captive, WinFlex Web has a solution for your strategy.

Administrative System/Reporting

WinFlex Web provides a robust administrative system for carriers. The admin system allows carriers to easily approve/deny users who request access to WinFlex Web. Additionally, through the rich reporting capabilities, the system will provide carriers in-depth information on user illustration runs. The statistical information gathered will allow carriers to enhance their marketing efforts by providing product and market trends far sooner than in the past.

Internet Updating

The WinFlex desktop system has internet updating capabilities. This feature allows carriers to easily update their system through the internet without the need to distribute software. Internet updating allows carriers to get their products to the street more rapidly while saving time and money compared to traditional software distribution.

FAQs

The Home office for the WinFlex company in question supports WinFlex. The Home Offices also coordinate necessary contacts with EbixExchange concerning WinFlex.

You must contact the Home Office for the WinFlex company you would like. Check out our Current WinFlex Version Update page

Yes. WinFlex is designed to run all the companies installed to the same directory. If you received only company disks for the carrier, you may use Install Company under the Options menu to add that company to your WinFlex system. If you received the WinFlex system disks as well as the company disks, we suggest installing the system and company disks to the current location of WinFlex.

If you have a carrier that supports this feature, updates may be downloaded using the Options | Check for Internet Updates menu option or toolbar button.

Step 1: Connect to the Internet.

Step 2: Minimize the Internet screen but keep the connection running.

Step 3: Open WinFlex.

Step 4: Click on the Options menu.

Step 5: Choose "Check for Internet Updates". WinFlex will check for Internet Updates available for the installed companies and display a list of those carriers. You may then select the companies to update and click the Download button. The updates will be automatically downloaded and installed.

Both the WinFlex and Company versions can be found by selecting Help | About WinFlex or Help | About Carriers. The WinFlex version number appears after the word "Version" (example: Version 6.12.05).The company version number appears next to the word "Company" (example: Company 6.25.00).

Product and company help can be accessed by selecting the Product Help or Company help, respectively, under the Help Menu. You may also hit the function key while a company and/or product is highlighted in the By Company selector box.

WinFlex displays the question specific help in the yellow area at the bottom of the input notebook. Hitting the function key will also display the question specific help text.

WinFlex Web

In a Brokerage environment, creating life insurance proposals means working with multiple carriers, multiple clients and multiple illustrations. The last thing you need is multiple software systems.

Instead, introduce yourself to WinFlex Web from EbixExchange Corporation - the illustration system designed to offer agents a single system for multiple carriers as well as the most popular advanced sales concepts including split dollar, executive compensation and group carve out. Register or Log in to WinFlex Web

Carrier Releases

WinFlex Versions

Important - WinFlex illustration software is released directly to the sponsoring life insurance carrier. They must then review our changes putting it through both technical as well as legal compliance review. The insurance carrier will notify you of actual release dates. This list is provided only as an indication that an update is forthcoming.

NOTE: Carriers with WinFlex Gold Certified Products are bolded.

NOTE: Month/year dates indicate target dates.

Carrier Company Version System Version Release Date Internet Update Web Available Contact
Accordia Life and Annuity Company 6.00.00 5/1/2014 Donald Perschall Donald.perschall@gafg.com 800.800.9882 x3646
AIG American General - Independent Agency Group 6.81.10 6.71.01 3/21/2008 Marketing Support 800.677.3311 prompt 1
AIG Life Brokerage 6.81.10 6.71.01 3/21/2008 Marketing Support 800.659.5920 prompt 4
Allianz Life 6.03.00   6/12/2007 Deborah Larson 763.765.6027
American National Life 6.02.00   10/14/2013 IMG Field Support Center 888-501-4043 option 1
AXA-Equitable Life 6.04.22   6/23/2008 John Abbate 212.314.3015
Legal and General America 6.00.06   5/8/2009 Mike Foley 1-800-638-8428 ext 4113
Canada Life 6.34.15 6.32.09 12/31/2003 Tom Donaldson
The Cincinnati Life Insurance Company 6.01.01 6.32.09 4/6/2012 Sandy Huffman 513-603-5437
Companion Life - Mutual of Omaha 6.83.10 6.83.01 7/17/2009 Susie Nielsen 402.351.2887
GLAIC Fixed Life (formerly FCL) 6.52.35 6.83.01 7/14/2006 Product Support 888.325.5433 x5555
Genworth Financial - Genworth Life & Annuity 6.33.49 6.54.04 7/14/2006 Michael Paley 804.281.6189
Genworth Life and Annuity Insurance Company 6.51.36 6.54.04 7/14/2006 Product Support 888.325.5433 x5555
Genworth Life Insurance Company 6.51.55 6.54.04 7/17/2006 Product Support 888.325.5433 x5555
Genworth Life Insurance Company of New York 6.43.22 6.54.04 7/14/2006 Product Support 888.325.5433 x5555
Genworth Life of NY 6.41.49 6.54.04 7/14/2006 Product Support 888.325.5433 x5555
GLICNY Fixed Life (formerly AML) 6.44.28 6.83.01 7/14/2006 Product Support 888.325.5433 x5555
ING 6.18.10 6.72.01 7/16/2008 ING Technical Support 866.464.7355; Option 5
John Hancock 6.68.00 6.72.00 4/7/2008 Software/Hardware Support 877-543-6477
Lincoln Benefit Life 6.14.16 6.54.02 10/11/2007 Marketing Technologies 800.525.2799 x88925
Lincoln Life 6.35.00 6.72.05 4/14/2008 Business Inquiries 860-466-2722
Lincoln Financial Group 6.41.01 6.92.06 7/14/2009 LFD Technical Support 800-335-9727
MassMutual 6.26.06 6.71.01 3/1/2008 Multiple Channels Marketing-Product Support 888.895.6277
MetLife Inforce 6.12.11   5/1/2007 MetLife Call Desk 1-800-askmet2
Merrill Lynch 6.37.00 6.04.09 4/18/2001 Brian Kunkel 904.928.7111
MetLife 6.27.00 6.61.10 5/1/2007 MetLife Call Desk 1-800-askmet2
MetLife Investors 6.12.00 6.61.10 5/1/2007 MetLife Call Desk 1-800-askmet2
Minnesota Life 6.00.29 6.104.0   Independent Distribution Sales and Support 1-888-413-7860 (Option 1)
Mutual of Omaha - Health 6.31.03 6.72.05 5/1/2008 Bob Boelter 800.693.6083
NACOLAH 6.02.04 6.43.02 11/22/2006 Kathy Kurzeniec 800.800.3656 x87696
Nationwide 6.12.01   7/15/2008 Tony Massenelli 614.677.4044
New England Financial 6.45.00 6.61.10 5/1/2007 Denise Bonfiglio 617.578.4843
Pacific Life 6.18.00   8/15/2008 Sandra Farber 800.800.7681 x3851
Phoenix 6.52.00   4/23/2008 Keith Wziontko 860.403-5668
Principal Financial Group 6.29.00 6.54.04 7/21/2008 PFG National Sales Desk 800.654.4278
Protective Life 7.00.01 6.71.03 7/21/2008 Technical Support 800-943-9636
Protective Life 7.00.01 6.71.03 7/21/2008 Marketing Support 800.628.6390; Option 2
Protective Life & Annuity Insurance Company 7.00.01 6.71.03 7/21/2008 Tom Wong 800.366.9379
Protective Life & Annuity (NY only) 7.00.01 6.71.03 7/21/2008 Tom Wong 800.366.9378
Prudential 6.30.07 6.53.04 9/28/2007 Matt Rowles 800.286.7745
Security Mutual Life of New York 6.04.04 6.131.00 11/1/2010 Marketing Department 800-346-7171 ext 7317
Transamerica 6.15.01 6.72.05 4/30/2008 Naresh Mehta 213.741.7850
United of Omaha 6.90.02 6.54.05 8/16/2007 Bob Boelter 800.693.6083
Ameritas (UNIFI) 6.01.37   7/15/2009 Tiffany Hales 513-595-2873
United States Life 6.78.06 6.54.02 8/3/2007 Vincent Graziosi 212.709.6257
West Coast Life (Annuity Products) 7.00.01 6.71.03 7/21/2008 Tom Wong 800.366.9378
West Coast Life (Boli Products) 7.00.01 6.71.03 7/21/2008 Marketing Support 800.628.6390; Option 2
West Coast Life Ins. Co. 7.00.01 6.71.03 7/21/2008 Tom Wong 800.366.9378
West Coast Life (Life & Annuity Products) 7.00.49 6.93.05 7/21/2008 Tom Wong 800.366.9378
Zurich Global Life North America 6.01.04   4/13/2012 Alanna Williams 913-339-1272

How do I get WinFlex?

Carriers

To create a version of WinFlex linked to your own company's products, to schedule a live demo or to request pricing information on WinFlex, please contact us or simply submit the contact form.

Agents

Each carrier releases a version of WinFlex with its own products to its agents. WinFlex becomes a multi-carrier system as each agent installs or obtains approval for their preferred carriers. To obtain WinFlex, please contact each carrier you represent.

See a list of carrier contacts or Register for WinFlex Web.

Resources

Contact information

Ebix Exchange, 2121 S. McClelland Street, Suite 301, Salt Lake City, UT 84106
Toll Free: +1 (800)682-5202
Tel: +1 (385) 215-2740
Fax: +1 (385) 215-2750