Add iSolve Products to your LifePipe Quoting Tool

417 views January 28, 2019 February 19, 2019 9

Overview

If you are an administrator, you can add iSolve products to your LifePipe Quote Engine from within iService.

IMPORTANT: All the configurations in LifePipe can only be made by Administrators.

 

Add iSolve Products to Your Quote Engine

1. Log into iService.

2. Click the Gear symbol in the top right of the screen and select Profile Settings.

For agencies with multiple GAIDs:

1. Select your agency from the My Offices list on the left side of the screen.

The Profile Settings page displays.

2. Click the Perm Products tab.

3. Use the View and Filter By drop downs to refine the list of product results. You can also use the Search field to find a specific product.

4. Select, or un-select, a product’s corresponding checkbox to add or remove the product.

Note: Read-only users are not allowed to filter/search.

5. Click Save Changes.

Product changes display immediately on the quote engine when changed in iService.

 

 

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