Knowledgebase

AFFIRM

• Supported Ownership Type/Annuity Plan Type
• Setup Sections/Questions on Funding Tab
• IFT Withdrawals: Update or Terminate Systematic Withdrawals
• IFT Fund Transfers – How the PPfA/DP impacts each screen
• Segregation of Duties within AFFIRM
• Forms Creation (New) / Forms Editing (Existing)

Agency Integrator

• Customize Your Application Status List
• Custom Fields Administration
• System Preferences Administration
• Report Builder
• InsureSight Administration
• Auto Receipting Administration

Agent e-App Knowledgebase

Alpha Trust

• AlphaTrust® e-Sign Documentation

Distributor CRM

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

• Register for the New iService
• iService Supported Browsers
• Getting Started with iService
• Add Products to Your LifePipe Quote Engine
• Configure Product Information in iService
• Add Product Groups To Your Quote Engine

iSolve

• Carriers on iSolve
• iSolve Carriers with Feature Statuses
• iSolve Take the Tour
• iSolve Presentation and Demo
• Add iSolve Products to your LifePipe Quoting Tool
• Save Quote Results

Laser App

• SIGNiX® Signature Service and Laser App Anywhere
• Laser App Anywhere Browser Requirements
• Laser App Anywhere Developer Integration Documentation – API
• Create a tioTERM Drop Ticket Order
• Laser App Enterprise 11: Beginner’s Tutorial
• Platform Change in Redtail CRM – Leap Frog

LifePipe

• LifePipe API Specification (Old API Version)
• Quote API Specification
• LIfePipe Quote API Implementation Guide
• Getting Set-up with CalcStorm
• LifePipe Take the Tour
• Add Products to Your LifePipe Quote Engine

Login

• Login Basics

Maestro Screen Designer

• Maestro Screen Designer Overview
• Maestro Screen Designer – Take the Tour
• Maestro- Screens
• Maestro- Basic Controls
• Maestro – Complex Controls

Product Information

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

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