Knowledgebase

AFFIRM

• AFFIRM System Requirements
• Carriers that Support e-Signatures in AFFIRM
• Rider Fee Types Supported in Product Profiles (PPfAs)
• How to Load a Product or Distributor Profile
• Supported Ownership Type/Annuity Plan Type
• Product Profile for Life (PPfL) Management – Best Practices

Agency Integrator

• Manage Plan Replacement
• Commissions Administration
• Internal Statuses Administration
• View Carrier/Product Administration
• Document Vault Administration
• Agency Integrator Bootcamps

Alpha Trust

• AlphaTrust® e-Sign Documentation

DocFast

• e-Deliver a Policy to an Agent
• e-Sign and e-Deliver a Policy to a Consumer
• DocFAST API Specifications
• DocFast Take the Tour
• Log Into DocFast for My First e-Delivery
• DocFast System Requirements

Forms

• Forms API Specification
• Forms Take the Tour
• Forms Supported Browsers
• Configure Your Forms Engine
• Add Forms in FormsPipe
• Customize the Look of Your Forms Engine

iGO

• iGO Admin Tool Overview
• Checking the Status of an iGO e-Application
• Delete a Case in the iGO e-Application
• iGO Take the Tour
• What To Expect with iGO e-Signature
• Navigating the iGO Cases Dashboard

Illustrations

• Illustrations Overview
• Illustrations Case Actions
• Illustrations Case Information Module
• Illustrations Needs Analysis Module
• Illustrations Quotes/Illustrations Module
• Illustrations Advanced Planning Module

InsureSight

iService

• Add Product Groups To Your Quote Engine
• Customize the Look of Your Quote Engine
• Set LifePipe Search, Output, and Term Length Options
• Register for the New iService
• Add Products to Your LifePipe Quote Engine
• iService Supported Browsers

Laser App

• Laser App Enterprise 11: Beginner’s Tutorial
• Platform Change in Redtail CRM – Leap Frog
• Resize a PDF Document to 8.50 in x 11.00 in
• Laserfiche® and Laser App Anywhere
• Laser App Enterprise 11 Connection Requirements
• Electronic In Session Signing

LifePipe

• LifePipe API Specification
• LifePipe System Requirements
• Resolving Restricted Page Width in LifePipe
• LifePipe Take the Tour
• Save Quote Results
• Health Profile

Resonant

• Resonant Business Administrator Overview
• Resonant System Administrator Overview
• Designing Resonant Templates
• Manage Resonant User Accounts and Roles
• Resonant Installation and Execution
• Manage Resonant Lookup Tables

XRAE

• XRAE System Overview
• Create a New Case in XRAE
• XRAE Questionnaire Sections
• XRAE Search Results and Pricing
• Modify Employees, Agents, or Carriers in XRAE
• XRAE DirectAPI Specification