Check out the recent enhancements to the Term Quote Sheet wizard! The Term Quote Sheet is a great tool for price comparison on all of Kansas City Life's term products. The new additions are table rating and flat extra fields, validation based on a new state drop down, and the ability to search by premium.
To take advantage of the updates log in to the online illustration website, www.ikclife.com. Once logged in, click on the Wizards tab and select Term Quote Sheet.
Next, enter in the client data. The new fields in this section are table rating, flat extra, flat extra years, and issue state.
After the client data is entered you'll have the option to search by specified amount or premium.
When searching by specified amount you can pick up to six products to compare. A specified amount range can also be set to get a better idea of premium amounts.
Once the Run Wizard button is selected output like below will be populated. This grid shows the calculated premium based on the inputs.
A new tool to the term quote sheet is the ability to search by premium. Simpy enter the premium you want to use and after clicking run wizard the death benefit that can be purchased for each product will be calculated. If you don't want to see all product types you can check the boxes next to the types you want displayed. For example, if you only want to see the Level Term and Cashback Life products in the output check the Level Term and Cashback Life boxes while leaving the other boxes unchecked.
Below is an example of the output when search by premium is used. You'll notice that if the entered premium isn't enough to purchase coverage for a specific product a message will be shown in the grid.
We hope you find these enhancements beneficial. Please don't hesitate to contact us if you have any questions or would like to walk through setting up a case on the Term Quote Sheet wizard!
Illustration Development Team
1-800-572-2467 x8162
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