While taking calls, we have found that a lot of Agents don't know that many of the inforce requests we do can actually be done by you through our website, www.ikclife.com! Our hope is to show you how you can access your inforce policies so that you can make hypothetical changes to them on-the-fly so you can get right back to your clients, rather than waiting on us to run the requests and email them out to you.
If you are the assigned agent, the policy has been in force for at least one year, the policy is above the minimum specified amount, and the product type is in our list of illustratable inforce products below, then the ability to run an inforce illustration is at your fingertips!
PLEASE NOTE: If you do not have a username and password, click on the portion highlighted in red on the website and you will be able to set one up.
Once you have logged in, click on the Inforce Illustrations tab and click on "Run Inforce Illustrations."
Type in the policy number you are trying to access and click, “OK.”
When the policy summary comes up, if you would like to make hypothetical changes and run inforce illustrations, click on "View Illustration" at the bottom of the page.
You will then be directed to the input screen. Here, you can make hypothetical changes to the policy by clicking on the change buttons. Once changes have been made, click on the magnifying glass to run the illustration. If you would just like a current illustration, just click on the magnifying glass to run it and you will be presented with a current policy illustration.
We have provided you with many options when running inforce illustrations to help you meet the need of your existing clients, so please feel free to call us with your questions. I'd be happy to spend some one-on-one time helping you walk through any inforce requests you receive.
Jill Parsons
Illustration Development Team
illustrationhelp@kclife.com
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