Multiple Agents in the Quick Quoter

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 filled out the agent’s details and have selected the 'Update' button, that agent’s information has been saved for future use with the Quick Quoter. If the new agent does not show up in the Agent List after selecting the 'Update' button, simply refresh the website.

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