Configure Product Information in iService

39 views January 28, 2019 January 28, 2019 0

Overview

A Product Summary is provided for each product result in LifePipe. The Product Summary includes any applicable carrier notes, a brief description, conversion information, and underwriting requirements.

Below is a screenshot of Product Information. This can be accessed directly through a link or from the results page of the LifePipe Quote Engine.

To configure this information in iService, review the information below.

 

Configure Product Information in iService
Add Products to Product Information

You can choose which products will display detailed product information for your agents. For more information about adding product information, please refer to the “Adding Product Information in iService” article.

 

Customize the Look of Product Information

In iService, you can customize the look of your Product Information Screen by adding wording or a logo to your header or footer. For more information, please refer to the “Customize the Look of Product Information” article.

 

Customize Product Information Search and Packaging Options

iService allows you to select which product information is available to your agents by letting you select specific lines of business. For more information, please refer to the “Customizing Product Information Search Options” article

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