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Wednesday, April 15, 2015

Variable Annuities in Forms and Applications Wizard

Did you know Kansas City Life's Variable Annuities have been added to the Forms and Applications Wizard?  The wizard is now a one stop shop for all of your application needs!

To use the Forms and Applications Wizard, log in to the online illustration system at www.ikclife.com


Once logged in, click on the Forms and Applications Wizard link on the New Business Illustrations tab.


This will take you to the Forms and Applications Wizard where you can find all of the forms and applications for a case.



Illustration Development Team
1-800-572-2467 x8162



Tuesday, April 7, 2015

Learn how to personalize your illustrations!

A great way to personalize your illustrations is by adding your agent and agency information and setting up defaults on your iKCLife profile.  To begin, log in to www.ikclife.com.  Don't forget you can now log in using your kclic credentials!

To add your agent and agency information to your iKCLife profile simply click on 'Personal Information'.


To add, remove, or edit any of the information listed click on 'Edit' in the upper right hand corner.


Once all of your information is entered click 'Update' in the lower left hand corner to save it.


The next time you run an illustration you'll see that the information you entered is automatically added to the illustration in the agent section.


You can also set up defaults for all of your illustrations by clicking on 'Preferences'.


Changing the defaults to fit how you sell is another great way to personalize your iKCLife profile.  For instance setting the state to the state you sell the most in can make it easy for you to set up illustrations for all your future cases.



Have a Great Day,

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