The ability
to have multiple sets of agent information on a single profile is now available
for the Quick Quoter!
To use this
feature you will first need to update your agent profile to include the
information for all new agents. After logging in to iKCLife you will see a new option on
the left side of the Agent Homepage called 'Agent List'.
Clicking
this link brings you to a screen where you are able to input each of the agents
that you would like to run illustrations for.
Click 'Add Entry' to add a new agent or 'Update Entry' to modify an
existing agent. Selecting either of these will open the 'Agent List Updater' screen.
Once you have added the agents that you would like to run
illustrations for, navigate to the Quick Quoter. The output section now has
the option to either run the illustration as yourself or as another agent that you have previously entered.
Selecting Another Agent allows you to pick which agent’s
information you would like to appear on the illustration. Once you have finished setting up the illustration and have run the case, check the output. It should have the new agent’s information at the top of the illustration rather than your own.
If you have any questions about using multiple agents in the
Quick Quoter, or if you would like us to guide you through the process, please
feel free to give us a call or send us an email.
Have a Great Day,
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com