iService

Forms Configuration

• Configure Your Forms Engine
• Customize the Look of Your Forms Engine
• Add Forms in FormsPipe
• Customize Forms Search Options
• Add Service Types in FormsPipe
• Add Packaging Options to Your Forms Engine

iGO Configuration

• Configure iGO within iService
• Add Products to iGO
• Update an Agent’s Case Manager

iService Getting Started

• Register for the New iService
• iService Supported Browsers
• iPipeline User Management Self-Service Overview
• Getting Started with iService
• Managing Users in iService
• Select iPipeline Applications in iService

LifePipe Configuration

• Add Products to Your LifePipe Quote Engine
• Add Product Groups To Your Quote Engine
• Set LifePipe Search, Output, and Term Length Options
• Customize the Look of Your Quote Engine
• Add Agent Information to a Report
• Show/Hide Agency Name and Logo on Reports

Product Information Configuration

• Configure Product Information in iService
• Adding Product Information in iService
• Customize the Look of Product Information
• Customize Product Information Search Options