Menu
Products
iGO
Take the Tour
Features
Release Dates
Release Notes
Idea Forum
Carrier List
Knowledgebase
FAQs
Training Videos
Contact Support
DocFast
Take the Tour
Features
Release Notes
Idea Forum
Knowledgebase
FAQs
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
Contact Support
iService
Login
Release Notes
Idea Forum
Knowledgebase
Contact Support
LifePipe
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Specification
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
Features
Knowledgebase
Distributor CRM
BOOTCAMPS
Downloads
Contact Support
XRAE
Knowledgebase
IDEA FORUM
API Specification
ALPHATRUST® E-SIGN
Contact Support
InsureSight
LOG IN
Case Analytics Features
Quote Analytics Features
Release Notes
Take the Tour – Carrier
Take the Tour – BGA
Knowledgebase
FAQs
CONTACT SUPPORT
Resources
Release Dates
iGO
Illustrations
PolicyHS
AFFIRM
AgentOne
Release Notes
iGO
DocFast
AFFIRM
LifePipe
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
Agency Integrator
Laser App
Resonant
XRAE
InsureSight
FAQs
iGO
AFFIRM
DocFast
Forms
LifePipe
Agency Integrator
Laser App
InsureSight
Training Videos
iGO eApp
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
Agency Integrator
Laser App
Distributor CRM
iService
AlphaTrust® e-Sign
InsureSight
Log In
Register
Products
iGO
Take the Tour
Features
Release Dates
Release Notes
Idea Forum
Carrier List
Knowledgebase
FAQs
Training Videos
Contact Support
DocFast
Take the Tour
Features
Release Notes
Idea Forum
Knowledgebase
FAQs
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
Contact Support
iService
Login
Release Notes
Idea Forum
Knowledgebase
Contact Support
LifePipe
Take the Tour
Release Notes
Features
Idea Forum
Knowledgebase
FAQs
API Specification
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
Features
Knowledgebase
Distributor CRM
BOOTCAMPS
Downloads
Contact Support
XRAE
Knowledgebase
IDEA FORUM
API Specification
ALPHATRUST® E-SIGN
Contact Support
InsureSight
LOG IN
Case Analytics Features
Quote Analytics Features
Release Notes
Take the Tour – Carrier
Take the Tour – BGA
Knowledgebase
FAQs
CONTACT SUPPORT
Resources
Release Dates
iGO
Illustrations
PolicyHS
AFFIRM
AgentOne
Release Notes
iGO
DocFast
AFFIRM
LifePipe
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
Agency Integrator
Laser App
Resonant
XRAE
InsureSight
FAQs
iGO
AFFIRM
DocFast
Forms
LifePipe
Agency Integrator
Laser App
InsureSight
Training Videos
iGO eApp
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
Agency Integrator
Laser App
Distributor CRM
iService
AlphaTrust® e-Sign
InsureSight
Log In
Register
AFFIRM
home
/
Knowledge Base
/
AFFIRM
/
Trending searches:
LifePipe Upgrade
,
Carriers Installed with iGO
,
Connections 2018
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 – Term Quote Screens
View All 4
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
AFFIRM System Requirements
Rider Fee Types Supported in Product Profiles (PPfAs)
AFFIRM for Annuities Overview
AFFIRM Information Flow
AFFIRM Modules and Applications Overview
View All 15
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
PPfA Modeling Determines Screen Behavior and Product Features
Values Inquiry Results Determine Screen Behavior and Product Features
IFT Withdrawal: Data Mapping
IFT Withdrawals: Carrier Disclosures
View All 5
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
Enabling e-Signature for AFFIRM
View All 11