A Couple Quick Quoter Tips

The Quick Quoter is a great way to consider different coverage options for clients. It is more streamlined than the new business illustration system and creates more condensed illustrations that are easier to take in. These advantages can be furthered by the following tips which should greatly enhance your experience.

Entering Detailed Client Information

Personal information of the client only needs to be entered once so it is kept out of the way the majority of the time. To enter or edit more detailed client info, simply click the icon next to the word 'Client' in the header of that section.  

The 'Client' section will expand to include the necessary fields to input. To hide it again, re-click the icon.

Live Validation

After entering a value into an input field the value is automatically validated.  If there is an invalid value or combination of values a detailed error message will be display at the top in red.  In a similar fashion if a value is ever updated due to a change made elsewhere on the screen a warning message will be displayed at the top in blue.  The image below shows a warning message about the age being automatically calculated  based on the entered date of birth and an error message stating that the entered specified amount is invalid.  Also note that the field corresponding to the message is also highlighted red and blue.

Accessing Previous Illustrations

Another advantage of the Quick Quoter is that the inputs for your illustrations are automatically saved.  Click 'View Past Quick Quoter PDFs' to access your saved cases.

Note that the “Save Output As” field which normally sets the title for the .pdf file also serves as the record for your previous illustrations.
  

Finally, to load all of the settings that were used to create the previous quote simply click the icon in the “View Wizard” column. The quote is ready to reprint or modify as needed!

If you have any questions about how the Quick Quoter works please do not hesitate to contact us.

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