Illustrations Case Information Module

120 views August 11, 2017 November 17, 2017 1

Overview

Entering data in the Case Information tab dynamically populates this information throughout the application.

 

Completing the Case Information Module

1. Enter information for the proposed insured, including name, date of birth, age, and gender.

2. Enter a brief description of the case in the Case Description field (optional).

Hint: Any information entered displays internally on the My Cases dashboard. This information does not display on the illustration.

3. Select a state and product type from the corresponding dropdowns, then click the Find Available Products

A list of available products displays.

4. Click the Select button to choose a product.

 

 

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