What's New

Following are what's new in ForeSight® version 6.4.

ACORD

  • Upgraded ACORD from 2.27 to 2.38.

Annuities

  • Added solves for all accumulation annuity products.
  • Added quotes for the Fixed Annuity (FA) product. Fixed Annuity can illustrate "Accumulation Only" and "Accumulation with Payout Quote". (Quotes are not available for SPIA products.)

  • Added solves and solve messages for Fixed Annuity, Fixed Indexed Annuity, and Variable Annuity products.

Contacts

  • Added the ability to select a contact (participant) from within an illustration from either the ForeSight Contact Management module or from one or more external CRMs (Redtail, Salesforce, etc.). This is dependent on your carrier configuration for ForeSight.
  • The Contact Management module now contains a single Contact List page where you can initiate adding, deleting and searching for contacts and starting an illustration. The former Individuals, Producers, Households, Groups, Businesses, and Trusts filter tabs were removed from Contact Management and replaced by a View drop-down list with selections for Individuals, Producers, Businesses, and Trusts.

Life

  • Added CSO 2017 updates for Universal Life and Whole Life.
  • Added solve messages for Universal Life and Whole Life products.

Messaging

  • Added solves messaging (information, warnings, errors) through the Show Alerts messaging grid.

Reports

  • Added Zip file reports output from multi-illustration type cases, such as Multilife.
  • Added single participant reports output from the census page of multi-illustration type cases.