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Monday, January 28, 2013

Running Inforce Illustrations


Most inforce policy illustrations can be done through our website, www.ikclife.com. Here is some information on how to run inforce illustrations for your clients.

 

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!

 

To take advantage of this tool, navigate to www.ikclife.com and log in.
 
PLEASE NOTE: If you do not have a username and password, you can create one by clicking on ‘Create User.’
 
 

 
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 like a current illustration to see how the policy is performing, 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. We would be happy to spend some one-on-one time helping you walk through any inforce requests you receive.



Illustration Development Team
illustrationhelp@kclife.com
1-800-572-2467 x8162

 

Friday, January 4, 2013

Term Quoter on www.iKCLife.com

The Illustration Development Team is excited to announce our new KCL Term Quoter on www.iKCLife.com.  The KCL Term Quoter allows you to quickly run level term quotes, and only generate illustrations when you need them.  To watch a video below and learn more about how the Term Quoter works, click on the link below:


You will be prompted to log in.  If you do not have a log in, you can create one by clicking on 'Create User.'


Once you have logged in, click on 'Training' at the top and click on the 'Videos' tab.




To view the How-To video on the Term Quoter, click on the iKCLife videos and choose the Term Quoter.

 

Click here to check out the Term Quoter, and start generating quotes for your clients right away!

We've also put together a great Help Page which explains the Term Quoter in more depth, including browser specific questions you may have.  Click here to view the Help Page now.