Your business just got easier. From illustrations to applications and now conversions, ivari 360 lets you manage your business activities, all on ONE platform.
A seamless experience on ivari 360
Our new web-based conversion illustration and conversion application are now available on ivari 360 with the following convenient features:
- You no longer require a paper conversion application*
- With the platform autosave functionality, say good-bye to having to manually save to PDFs.
- Conversion with policy adjustments – such as increasing the face amount, adding a rider, or changing the smoker class can easily be done in the new ‘Conversion information’ screen on ivari 360.
- You can simultaneously make edits to your conversion illustration and application by using the ivari 360 ‘Edit illustration’ feature.
Explore web-based conversions and these features by viewing the ‘How to do conversions’ video. Got questions? You can find answers to commonly asked questions related to the new web-based conversions in the ivari 360 FAQ.
With a single log in, you can work seamlessly on any device, anytime and anywhere, and never have to download again. Manage all your business activities, all on One platform. If you haven’t already, there’s never been a better time to get onboard with ivari 360.
Transition period (June 18-September 13)
- Pending conversion applications created from a LifeView illustration must be submitted within the transition period.
- LifeView conversion illustrations will be rejected after the transition period. An ivari 360 illustration will be requested on delivery.
Preferred and Elite rates for Conversion Illustrations
As a result of LifeView being withdrawn, and with the launch of the ivari 360 web-based conversion illustration and application:
- Preferred and Elite classes will align with New Business Age and Amount requirements in ivari 360 for conversion illustrations.
Transition period (June 18-September 13th)
- Preferred and Elite classes for conversions from LifeView will be accepted until September 13, 2024. After this date, all conversions will follow the current New Business Age and Amount requirements in ivari 360.
As a reminder, New Business Preferred/Elite Consideration Threshold:
- Ages 17 – 50 – starts at $1,000,001
- Ages 51 and up – starts at $500,001
For more information about our underwriting requirements, please view this reference guide to help you easily determine what underwriting requirements are needed, based on your client’s age and the face amount they are applying for.
*A fillable Life application will still be required in some cases such as if doing an out of country conversion.
Published on: June 18, 2024