Menu
Products
iGO
Take the Tour
Features
Release Dates
Release Notes
Idea Forum
Carrier List
Carrier Drop Ticket Workflows
AWS Migration
User Group Presentations
March 2021
December 2020
September 2020
Knowledgebase
FAQs
iGO Reporting
Training Videos
Contact Support
DocFast
Take the Tour
Features
Release Notes
Idea Forum
Knowledgebase
FAQs
Training Videos
API Specification
Contact Support
AFFIRM
Features
Release Dates
Release Notes
Idea Forum
Distributor Sites
Distributor Versions
Knowledgebase
FAQs
Contact Support
Forms
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Specification
Contact Support
Illustrations
Release Notes
Features
Idea Forum
Knowledgebase
User Group Presentations
December 2020
September 2020
Contact Support
iService
Login
Release Notes
Idea Forum
Knowledgebase
Contact Support
LifePipe
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Documentation
LifePipe 1 API Specification
LIfePipe 2 API Specification
Contact Support
iSolve
Take the Tour
Release Notes
Idea Forum
Knowledgebase
FAQ
Carriers on iSolve
Contact Support
Agency Integrator
Release Notes
Bootcamps
Knowledgebase
FAQs
Contact Support
Laser App
Idea Forum
Knowledgebase
FAQs
Contact Support
AgentOne
Release Dates
Release Notes
Features
Idea Forum
Resonant
System Overviews
Release Notes
Features
Idea Forum
Knowledgebase
Distributor CRM
BOOTCAMPS
Downloads
Contact Support
XRAE
Knowledgebase
IDEA FORUM
API Specification
ALPHATRUST® E-SIGN
FAQs
Contact Support
InsureSight
LOG IN
Case Analytics Features
Quote Analytics Features
e-App Analytics
Release Notes
Knowledgebase
FAQs
CONTACT SUPPORT
Maestro Screen Designer
Take the Tour
Knowledgebase
Resources
Did You Know…
Release Dates
iGO
Illustrations
PolicyHS
AFFIRM
AgentOne
Release Notes
iGO
DocFast
AFFIRM
LifePipe & iSolve
Resonant
AgentOne
Agency Integrator
Forms
InsureSight
Features
iGO
DocFast
AFFIRM
AgentOne
Forms
LifePipe
Resonant
Illustrations
InsureSight
Case Analytics
Quote Analytics
Knowledgebase
iGO
DocFast
AFFIRM
Forms
Illustrations
iService
LifePipe
iSolve
Agency Integrator
Laser App
Resonant
XRAE
InsureSight
Maestro Screen Designer
FAQs
iGO
AFFIRM
DocFast
Forms
LifePipe
iSolve
Agency Integrator
Laser App
AlphaTrust e-Sign
InsureSight
Training Videos
iGO eApp
DocFast e-Delivery
Live Training
Connections Convention
2019
Presentations
Videos
Photos
2018
Presentations
Videos
Photos
Collaborate
Idea Forum
Product Panel
Suggest Content
Support
Login Support
iGO e-App
DocFast e-Delivery
AFFIRM
Forms
Illustrations
LifePipe Quote Engine
iSolve
Agency Integrator
Laser App
Distributor CRM
iService
AlphaTrust® e-Sign
InsureSight
iPipeline Canada Support
Log In
Register
Products
iGO
Take the Tour
Features
Release Dates
Release Notes
Idea Forum
Carrier List
Carrier Drop Ticket Workflows
AWS Migration
User Group Presentations
March 2021
December 2020
September 2020
Knowledgebase
FAQs
iGO Reporting
Training Videos
Contact Support
DocFast
Take the Tour
Features
Release Notes
Idea Forum
Knowledgebase
FAQs
Training Videos
API Specification
Contact Support
AFFIRM
Features
Release Dates
Release Notes
Idea Forum
Distributor Sites
Distributor Versions
Knowledgebase
FAQs
Contact Support
Forms
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Specification
Contact Support
Illustrations
Release Notes
Features
Idea Forum
Knowledgebase
User Group Presentations
December 2020
September 2020
Contact Support
iService
Login
Release Notes
Idea Forum
Knowledgebase
Contact Support
LifePipe
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Documentation
LifePipe 1 API Specification
LIfePipe 2 API Specification
Contact Support
iSolve
Take the Tour
Release Notes
Idea Forum
Knowledgebase
FAQ
Carriers on iSolve
Contact Support
Agency Integrator
Release Notes
Bootcamps
Knowledgebase
FAQs
Contact Support
Laser App
Idea Forum
Knowledgebase
FAQs
Contact Support
AgentOne
Release Dates
Release Notes
Features
Idea Forum
Resonant
System Overviews
Release Notes
Features
Idea Forum
Knowledgebase
Distributor CRM
BOOTCAMPS
Downloads
Contact Support
XRAE
Knowledgebase
IDEA FORUM
API Specification
ALPHATRUST® E-SIGN
FAQs
Contact Support
InsureSight
LOG IN
Case Analytics Features
Quote Analytics Features
e-App Analytics
Release Notes
Knowledgebase
FAQs
CONTACT SUPPORT
Maestro Screen Designer
Take the Tour
Knowledgebase
Resources
Did You Know…
Release Dates
iGO
Illustrations
PolicyHS
AFFIRM
AgentOne
Release Notes
iGO
DocFast
AFFIRM
LifePipe & iSolve
Resonant
AgentOne
Agency Integrator
Forms
InsureSight
Features
iGO
DocFast
AFFIRM
AgentOne
Forms
LifePipe
Resonant
Illustrations
InsureSight
Case Analytics
Quote Analytics
Knowledgebase
iGO
DocFast
AFFIRM
Forms
Illustrations
iService
LifePipe
iSolve
Agency Integrator
Laser App
Resonant
XRAE
InsureSight
Maestro Screen Designer
FAQs
iGO
AFFIRM
DocFast
Forms
LifePipe
iSolve
Agency Integrator
Laser App
AlphaTrust e-Sign
InsureSight
Training Videos
iGO eApp
DocFast e-Delivery
Live Training
Connections Convention
2019
Presentations
Videos
Photos
2018
Presentations
Videos
Photos
Collaborate
Idea Forum
Product Panel
Suggest Content
Support
Login Support
iGO e-App
DocFast e-Delivery
AFFIRM
Forms
Illustrations
LifePipe Quote Engine
iSolve
Agency Integrator
Laser App
Distributor CRM
iService
AlphaTrust® e-Sign
InsureSight
iPipeline Canada Support
Log In
Register
AFFIRM
home
/
Knowledge Base
/
AFFIRM
/
Trending searches:
iSolve
,
Carriers Installed with iGO
,
Help Desk
AFFIRM Approval Queue
Approval Queue Module Overview
Create and Configure Approval Queues
Review and Process Queued Orders
Review and Add Notes to a Queued Order
Add Approver Requirements to Queued Orders
Close Approver Requirements on a Queued Order
View All 7
AFFIRM e-Signature
Carriers that Support e-Signatures in AFFIRM
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
Enabling e-Signature for AFFIRM
AFFIRM/DocuSign e-Signature Overview
How To Test the DocuSign e-Signature Process
Alternative e-Signature Authentication Method – “ID Check”
View All 10
AFFIRM for Life
AFFIRM for Life Screen to PPfL Paths
AFFIRM for Life – User Interface Navigation Elements
Entering and Editing Life Orders
AFFIRM for Life – Life Order Entry Dashboard
AFFIRM for Life – Product Profile for Life: Modeling and Samples
AFFIRM for Life – Term Quote Screens
View All 7
AFFIRM Forms Management
Forms Promotion to Production
Forms Mapping Example Expressions
Forms Creation (New) / Forms Editing (Existing)
AFFIRM Forms Overview
AFFIRM Data Mapping
AFFIRM Form Mapping Expressions
View All 16
AFFIRM Getting Started
Supported Ownership Type/Annuity Plan Type
Segregation of Duties within AFFIRM
ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
AFFIRM System Requirements
Rider Fee Types Supported in Product Profiles (PPfAs)
View All 18
AFFIRM Macro Language
CalcAge 59 1/2
AFFIRM Macro Language Overview
Navigating the AFFIRM Hierarchy
Self-Documenting Code Values
AFFIRM Evaluation Window
AFFIRM Macro Language Functions
View All 19
AFFIRM Order Entry
Supported Ownership Type/Annuity Plan Type
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
Annuity Order Entry Overview
Entering Annuity Orders
AFFIRM Financial Advisor Tab
AFFIRM Product Tab
View All 27
AFFIRM Question Application
Question Application Overview
Create a New Question Set
Create a New Question
Validation Formulas Error Phases and Warning Phases
Promote a Question Set to Production
Set Up Reflexive Questions
View All 13
IFT Asset Rebalancing
IFT Asset Rebalancing Business Rules
IFT Asset Rebalancing – tx107 and tx102 transactions
IFT Asset Rebuilding – DP/PPfA Data Model Requirement
IFT Asset Rebalancing – How the PPfA/DP impacts each screen
IFT Asset Rebalancing – SubAccount Allocation
View All 5
IFT Fund Transfers
IFT DP/PPfA Data Model Requirement for Fund Transfer
IFT Fund Transfer Business Rules
IFT Fund Transfer – tx107 and tx102 transactions
IFT Fund Transfers – How the PPfA/DP impacts each screen
IFT Fund Transfer – SubAccount Allocation
View All 5
IFT Withdrawals
IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals
IFT Withdrawals: Update/Terminate an Existing Systematic Withdrawal (videos)
IFT Withdrawals: Update or Terminate Systematic Withdrawals
IFT Withdrawals: Withdrawal Percentage Limits
IFT Withdrawals: How to Enter Withdrawal Orders
IFT Withdrawals: Wet Sign Attachment Processing
View All 13
Product Profile and Distributor Profile Management
Rider Fee Types Supported in Product Profiles (PPfAs)
How to Load a Product or Distributor Profile
Product Profile for Life (PPfL) Management – Best Practices
Supported Ownership Type/Annuity Plan Type
IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals
ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)
View All 12