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Wednesday, November 30, 2011

Product Portfolio

The Product Portfolio is an excellent tool for new Agents to use when looking at the products Kansas City Life offers to determine which product may fit the needs of their client. 

To access the Product Portfolio, navigate to www.ikclife.com and click on the "Product Portfolio" tab at the top.



To access information on a particular product, simply click on the folders on the left-hand side.

Illustration Development Team
illustrationhelp@kclife.com

Tuesday, November 22, 2011

iKCLife Training Videos

Looking for a quick overview of some of the things iKCLife has to offer?  Check out our training videos!

Our Training Videos can be accessed by navigating to www.ikclife.com and logging in.  Once you have logged in, click on the "Training" tab at the top and select "Videos."




If you have a question about how to complete a certain task, email us at illustrationhelp@kclife.com.  We'd be happy to answer your questions and include instructions for the task within our training materials.

Illustration Development Team
illustrationhelp@kclife.com

Thursday, November 17, 2011

Cashback + Life Protector

The Cashback + Life Protector concept allows you to show a client the benefits of buying both a Cashback Life 20 or 30 and a Life Protector policy. This concept presents a way for clients to have a higher amount of coverage for the short term and a smaller amount of coverage for the long term.
At the end of the 20 or 30 year period of the Cashback Life, the cash that the client would receive back could then be used to pay up the Life Protector policy. In some cases there may be enough cash value in the Cashback Life product for the client to pay up the Life Protector and still take some money home!

Did you know you can now run Cashback + Life Protector quotes without use of the Illustration System?!

Simply log in to www.ikclife.com.  Once you have logged in, click on Agent Home, click on the Wizards tab, and choose the Cashback + Life Protector concept.



When the Cashback + Life Protector user interface is displayed, simply fill in the necessary information and click Run Wizard when finished.



Your output will then be displayed which you can print, save, and show the client.



Illustration Development Team
illustrationhelp@kclife.com

Wednesday, November 9, 2011

Term Quote Sheet

Need a few quick term quotes, but don't have the time to run a separate illustration for each?  No problem!  Simply use the Term Quote Sheet wizard on ikclife!  The Term Quote Sheet will allow you to quote up to six term policies at once and will display the premium information for each policy type side-by-side, all on one page!


To use this wizard, navigate to www.ikclife.com and log in.  Once you have logged in, click on Agent Home, click on Wizards, and select the Term Quote Sheet concept.



When the user interface displays, simply type in the necessary information and click Run Wizard when finished.



Output will be generated which will display premiums based on the client information you entered, mode you selected, and products you chose from the dropdowns.




Illustration Development Team

Wednesday, November 2, 2011

Managing Alerts

iKCLife gives you the ability to manage changes made to your clients' policies.
To access Alerts, simply log in to www.ikclife.com, click on Agent Home, and select the Alerts tab.




Your Alerts will be displayed and policy changes that have taken place in the last sixty days for policies assigned to your agent number(s) will be populated.  Click on a category to view detailed information, including policy numbers related to each type of change.






Illustration Development Team
illustrationhelp@kclife.com