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AFFIRM
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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
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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”
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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
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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
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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)
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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
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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
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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
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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
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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)
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IFT Withdrawals: Wet Sign Attachment Processing
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June 16, 2020
Andrew McMorris
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