Ensight Presentations review: pricing, features and client output
Ensight Presentations turns life insurance illustration data into interactive presentations that compare product designs. Clients view them on a dedicated microsite or as a PDF.
It is built for life, long-term care and annuity sales, often across a BGA or IMO. Pricing comes in a quote by user license.
- Best for
- BGAs, IMOs, carriers and life agents who present illustration designs live
- Type
- Interactive life and annuity presentations
- Lines
- Life, long-term care and annuities
- Price
- Quote only
- Free trial
- None. Demo by request
- What the client gets
- An interactive presentation on a client microsite, or a PDF
- Connections
- Ensight Intelligent Quote, its own quoting tool
- Contract
- Set in the quote, usually paid yearly
Our take
Ensight fits distributors and agents who already run illustrations and want to present them live. Because it reads ledger data directly, nobody retypes numbers.
It isn't a P&C tool, and it won't read carrier PDFs. The value depends on your carriers and illustration systems feeding it.
Read the quote closely. You pay for every license ordered, and payments can't be refunded.
Pros
- Uses live illustration data, so no retyping
- Client microsite plus PDF
- Tracks advisor and client engagement
- Opens straight from Ensight Intelligent Quote
Cons
- No published price
- Unused licenses still billed
- No refunds
- Your data may be deleted after you leave
Plans and pricing
- How it's priced
- By user license, in a quote
- Billing
- Paid yearly unless agreed otherwise
- How to get a price
- Schedule a demo or call 888-986-8157
Ensight doesn't publish prices. As of October 2026, from ensightcloud.com and its terms.
Good to know before you buy
- Licenses can't be paused.
- Payments are non-cancelable and nonrefundable.
Lines and who it fits
- Type
- Interactive life and annuity presentations
- Lines
- Life, long-term care and annuities
- Built for
- Solo agents, life agencies, BGAs, IMOs, financial professionals and carriers
- How you buy it
- Direct from Ensight, often as part of a distributor rollout
A BGA is a brokerage general agency. An IMO is an independent marketing organization.
What goes in
| Source | Format | How it gets in |
|---|---|---|
| Life illustrations | Illustration ledger data | Direct connection |
| Intelligent Quote case | Ensight case | Create Presentation button |
How it reads documents
- How it reads
- Pulls ledger values straight from the illustration, not from a PDF
- What it pulls
- Ledger values, product tables, spreadsheets and charts
- Who checks
- You review and adjust the presentation. Professional and legal duties stay with you
Comparisons it builds
- Side by side
- Product and policy designs from one or more illustrations
- Scenarios
- IUL stress tests that show lower index returns, several funding levels and rider options
- Carrier benchmarks
- Ensight says it can benchmark several carriers to support Best Interest discussions, the rules on recommending what suits the client
- Live changes
- Adjust the content during the meeting
Life and annuity illustrations
- Where values come from
- Live illustration ledger data
- Products
- Life, long-term care and annuity designs
- Compliance records
- Ensight says it collects point-of-sale data for books-and-records audits
- Disclaimer
- Policy descriptions are for information and don't change the policy
Ensight isn't responsible for compliance problems caused by custom mapping you set up.
What the client gets
- Formats
- An interactive web presentation or a PDF
- How it's shared
- Present in the app, or copy the microsite link
Tracking and reports
- Activity
- Advisor and client activity on presentations
- Engagement
- Point-of-sale engagement and prospect follow-up
Integrations
| Connects to | Type | How | What it does |
|---|---|---|---|
| Ensight Intelligent Quote | Quoting | Built in | Opens a presentation with the selected illustration values |
Users, security and privacy
Users
- Financial professionals and wholesalers
- Licenses ordered by the seat
Security and privacy
- Encrypted transmission of sensitive data
- Physical, managerial and technical safeguards
- Personal data isn't sold, though de-identified data may be
Ensight may use your data to improve its products and for pooled benchmarks.
Getting started
Schedule a demo
Call sales or book online.
Get a quote
Pick the number of licenses and the term.
Open a case
Start from an illustration or an Intelligent Quote case.
Present
Show it live or send the microsite link.
Support is by phone, email and the help center.
Contract and your data
- Term
- Set in the quote
- Renewal
- Renews for a similar term unless the quote says otherwise
- Canceling
- Written or email notice
- Who owns what
- Ensight owns the software. You own your data
- Your data
- Ensight can delete it after you leave, so export first
From Ensight's terms of service, checked October 2026.
Ensight Presentations alternatives
- WealthLogixFrom $119 a user a month billed yearlyPublished prices and live IUL and FIA what-ifs
- Annuity AlphaMembership from $229 a monthFIA income against a brokerage account, for the whole office
- AG Simulator$99 a month as part of a membershipBack-tested annuity simulations with training included
- Polly$39 a month for up to 10 usersWeb proposals from life illustrations, with video
See every option in insurance proposal software.
Frequently asked questions
How much does Ensight Presentations cost?
Ensight quotes it by user license, usually paid yearly.
Which products can Ensight present?
Life, long-term care and annuity designs.
How do clients see an Ensight presentation?
On a dedicated microsite, live in a meeting or as a PDF.
Do I upload illustration PDFs?
No. Ensight connects to the illustration ledger data directly.
How we researched this review. We based this review on the terms and product pages published by Ensight Presentations, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Ensight Presentations quit selling or a contract term that reads different now, let us know and send the link to the page where Ensight Presentations has it. Somebody here pulls up that page and checks it before we change anything on ours.