Multiple Agents in the Income Search Wizard

The ability to choose which agent profile is shown on your illustration is now available on the Income Search Wizard!

We recently added the ability to have multiple sets of agent information on a single user's profile that could be used with the Quick Quoter.  To use this feature, you would first update your agent profile to include the information for the new agents by selecting Agent List on the Agent Home page.  Here you could update, add, or delete agents from your profile.  That same agent list is now accessible when using the Income Search Wizard!

Underneath the results section, there is now a field that provides you with 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 case and have ran the wizard, check the output.  On the cover page in the presented by section it will list the new agent's information rather than your own.

Don't hesitate to contact us 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.

Have a Great Day,

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