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AFFIRM
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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
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”
AFFIRM e-Signature DocuSign Configurations
View All 9
AFFIRM for Life
AFFIRM for Life Screen to PPfL Paths
AFFIRM for Life – User Interface Navigation Elements
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 5
AFFIRM Forms Management
AFFIRM Forms Overview
Create, Tag, and Upload Forms to AFFIRM
Define Form Rules
Create Form Data Maps
Tagging Forms and Adding Signature Tag Mapping
Forms Testing
View All 11
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)
AFFIRM System Requirements
Rider Fee Types Supported in Product Profiles (PPfAs)
AFFIRM for Annuities Overview
View All 17
AFFIRM Macro Language
AFFIRM Macro Language Overview
Navigating the AFFIRM Hierarchy
Self-Documenting Code Values
AFFIRM Evaluation Window
AFFIRM Macro Language Functions
AFFIRM Aggregate Functions
View All 18
AFFIRM Order Entry
Supported Ownership Type/Annuity Plan Type
Annuity Order Entry Overview
Entering Annuity Orders
AFFIRM Financial Advisor Tab
AFFIRM Product Tab
AFFIRM Funding Tab
View All 26
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 Withdrawals
Update/Terminate an Existing Systematic Withdrawal (videos)
Update or Terminate Systematic Withdrawals
AFFIRM Withdrawal Percentage Limits
How to Enter Orders for IFT Withdrawals
PPfA Modeling Determines Screen Behavior and Product Features
Values Inquiry Results Determine Screen Behavior and Product Features
View All 8
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
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