Quote Sheet Wizard on Desktop System

The updated Quote Sheet is now available on the Desktop Illustration System! On this new version, we have included all of the upgrades that were introduced in the iKCLife version of the Quote Sheet. You can find the Quote Sheet by going to the 'Wizards' list under the Tools drop down.

Products are now validated by Issue State, so make sure to choose the correct state when running quotes!

The 'Search by Premium' option allows you to specify a premium amount the client would like to pay and generates quotes based off of the products selected. Both the Search by Specified Amount and Search by Premium options can now generate quotes for our Value Assured whole life product.

If you have any questions about the Quote Sheet or need any help setting up the wizard, don't hesitate to contact us!

Have a Great Day,

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