Set LifePipe Search, Output, and Term Length Options

254 views January 12, 2018 June 21, 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.

 

 

Enable the Share Quote Feature

LifePipe and iSolve provides the ability to share quote results with other users via a secure link.  This is most commonly used by Case Managers who want to send a list of recommended products to an Agent.  When the agent opens the secure link and logs in, they can review and edit the shared quotes.

1. Under Output Options, click the check box next to Allow Share Quote Feature to activate Share Quotes.

2. Click Save Changes near the top right.

 

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.

Note: Benchmark products require an iSolve subscription. For more information, contact our sales team.

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.

 

 

 

Was this helpful?