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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
  • 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
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