Adding Riders on the New Business Illustration System

Recently we've received some calls asking how to add riders to an illustration in the New Business Illustration System so I wanted to take some time today to show you how that can be done.

To begin, log in at www.ikclife.com.

Once you have logged in, click on Illustration System.  Proceed to enter in the information for the illustration.

All available riders for the chosen product will be listed under the Riders section.

Simply check mark all riders that you would like to add to the illustration.

If you select a rider that requires configuration, it will show up in the Rider Information section.

Once you select the rider from the drop down menu you can update any of the rider information.  After you have made the changes, click on the X in the upper right corner to close the box.

If you have any further questions on how to add a rider to an illustration or any other questions, feel free to give us a call and we can help you out!

The Illustration Development Team

illustrationhelp@kclife.com

1-800-572-2467 x8162

Updating Agent Information on the Desktop Illustration System

Adding or updating Agent Information on the Desktop Illustration System can be completed in just a few simple steps.  Information you have made available in the Agent Management section will show up on the front page of any quotes you complete so that potential clients have all of your information should they need to contact you.

 

To add or update this information on the Desktop Illustration System, navigate to Tools at the top of the screen and select Agent Management.

 

 

To add your information, click on the Add button.  Fill in all applicable information and click OK. 

  

 

 

 

To update your information, select your Agent number and click on the Update button.  Change any applicable information and click OK.

 

 

Any information that was added or updated will then show up when you run quotes for your clients on the first page of the illustration.

If more than one Agent uses the Desktop Illustration System, you can switch between Agents to ensure that the proper Agent information shows up on quotes that Agent ran.  To change the current Agent on the Desktop Illustration System, click on Tools at the top of the screen and click on Change Current Agent.  Choose the desired Agent number in the dropdown and click OK.  That Agent's entered information will now appear on the quote when it is run.

 

 

 

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