Set LifePipe Search, Output, and Term Length Options

196 views January 12, 2018 February 19, 2019 0

Overview

If you are an administrator, you can make customizations to the interface of your LifePipe Quote Engine, such as setting search defaults and choosing term lengths.

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

 

Access LifePipe Search & Results Options

1. Log into iService.

2. Select Profile Settings from the settings drop down.

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 Manage Settings link on the LifePipe bar.

The Search & Results Options screen displays.

Note: Some features on this screen may no longer be in use. See our full list of deprecated iService features here.

 

You can select which search options, and defaults, should display in LifePipe by following the steps below:

1. Choose options from the Search Options section.

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Click the Save Changes button at the top of the screen.

Search result selections will be reflected in your LifePipe instance.

Set Output Options

You can select your LifePipe output options, such as choosing to BCC all emailed quotes from your site by following the steps below:

1. Choose options from the Output Options section.

 

 

 

 

 

 

 

 

 

 

 

 

2. Click the Save Changes button at the top of the screen.

 

 

Set Product Types

You can select which product types you would like available in LifePipe by following the steps below.

1. Choose the necessary product types from the Product Types section.

2. Click the Save Changes button at the top of the screen.

Product Type selections will be reflected in your LifePipe instance.

 

Set Term Lengths

You can select which term length options should display in LifePipe, including Guaranteed UL by following the steps below.

1. Choose options from the Term Lengths section.

2. Click the Save Changes button at the top of the screen.

Term Length selections will be reflected in your LifePipe instance.

 

Set GUL Maturity Ages

You can select which maturity age options should display in LifePipe.

1. Choose options from the GUL Maturity Ages section.

 

 

 

 

 

 

 

 

 

 

 

2. Click the Save Changes button at the top of the screen.

GUL Maturity Age selections will be reflected in your LifePipe instance.

 

 

 

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