Knowledgebase

AFFIRM

• Supported Ownership Type/Annuity Plan Type
• AFFIRM for Life Screen to PPfL Paths
• Segregation of Duties within AFFIRM
• How to Load a Product or Distributor Profile
• ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)
• Product Profile for Life (PPfL) Management – Best Practices

Agency Integrator

• Data Replicator Administration
• Memos Administration
• Create, Edit, or Delete Logos
• Hierarchy Administration
• Manage Plan Replacement
• Commissions Administration

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

Laser App

• Laser App Anywhere Browser Requirements
• Create a tioTERM Drop Ticket Order
• 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

LifePipe

• LifePipe API Specification
• LifePipe 2 API Specification
• iSolve Take the Tour
• LifePipe Take the Tour
• Getting Set-up with CalcStorm
• Add Products to Your LifePipe Quote Engine

Login

• Login Basics

Maestro Screen Designer

• Maestro Screen Designer Overview
• Maestro- Basic Controls
• Maestro – Complex Controls
• Maestro- Screens

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