We recently updated the Forms and Applications Wizard with a new look and easier functionality! This wizard is a great and easy way to get all of the forms and applications for a case you're working on. By answering a few questions, you'll get all of the forms and applications you need and they'll be state-specific, too!
In order to find the Forms and Applications Wizard, you will first need to log in to the illustration website, www.iKCLife.com.
Once logged in, hover over 'Illustrate' and click on 'Agent Home'.
Next, click on 'Forms and Applications Wizard' on the 'New Business Illustrations' tab.
This will bring up the Forms and Applications Wizard. If you want all forms and applications for a specific state, simply choose your state, leave the product set to 'None' and click on 'Run Wizard'. This will generate one pdf named 'All Forms and Apps' with all forms and applications for all products that can be sold in that state.
If you know the specific product, select the product name from the drop-down list. Once the product has been selected, applicable questions will appear. One of the questions you can answer here is what type of life application you want. You can choose from Tele-App, Full Application, Change App or the Military Application. Remember, the more questions you are able to answer, the more accurate the generated forms and applications will be.
You'll also be asked if any riders are being added to the policy. Check the box next to any rider that is on the policy.
Once you have answered all of the questions, click the 'Run Wizard' button. Each form needed for the product will be listed, along with an "All Forms and Apps" option that includes all of the listed forms in one pdf. To view a form in a new tab, click on the name of the form. Once the form opens, you can save or print it. You can also right click on the name of the form and select 'Save link as...' to save the form to your computer.
Please don't hesitate to contact us if you have any questions. We hope you like this updated Forms and Applications Wizard as much as we do!
Have a Great Day,
Illustration Development Team
1-800-572-2467 x8162
