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.
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 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-
Advantage for Brokers-
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).
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.
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.
|Carrier||Desktop Version||Web Version||WinFlex Express|
|Accordia Life and Annuity Company|
|AIG American General - Independent Agency Group|
|AIG Life Brokerage|
|American National Insurance Company|
|American National Insurance Company of New York|
|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|
|Lincoln Benefit Life|
|Mutual of Omaha - Health|
|New England Financial|
|Principal Financial Group|
|Protective Life & Annuity Insurance Company|
|Protective Life & Annuity (NY only)|
|United of Omaha|
|United States Life|
|West Coast Life (Annuity Products)|
|West Coast Life (Boli Products)|
|West Coast Life Ins. Co.|
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.
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.
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.
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.
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.
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
WinFlex displays the question specific help in the yellow area at the bottom of the input notebook. Hitting the
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
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.email@example.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||Brokerage Sales Support 800-693-6083 Sales.firstname.lastname@example.org|
|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||Brokerage Sales Support 800-693-6083 Sales.email@example.com|
|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 – Mutual of Omaha||6.90.02||6.54.05||8/16/2007||Brokerage Sales Support 800-693-6083 Sales.firstname.lastname@example.org|
|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|
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.
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.
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