Set Search Defaults in LifePipe

58 views February 1, 2019 February 1, 2019 0

Overview

LifePipe can be configured to automatically pre-fill certain fields when running a quote.

 

Set Search Defaults in Lifepipe

To set default values in the LifePipe Quote Engine, follow the steps below.

1. Log into LifePipe.

2. Click Welcome > My Profile in the top right corner.

The My Profile page displays with your profile details.

3. Select the Settings tab.

4. Under the Search Defaults section, select the information you would like to pre-populate when you log into LifePipe.

  • Payment Mode
  • State
  • Term Lengths
  • Death Benefits (up to 3)
  • Maturity Ages

5. Once you have made your selections, click Save Profile.

When you return to the New Quote screen, the defaults you set will be pre-filled.

 

 

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