Is there a supplemental that you like to always add to your illustrations? If so, check out the new Supplementals tab within the Quick Quoter!
The supplementals tab can be used to set default supplementals for new business and inforce illustrations run on the Quick Quoter. All currently available supplementals on the Quick Quoter will be shown on this tab. If you're not sure what a specific supplemental does or shows, you can look to the right of the supplemental name for a short description!
To set your defaults, check any and all of the supplementals that you would like to be added to every single illustration (if valid for the particular case setup) and click Set Defaults. In the image below, the Charges and Credits is set as a default.
In addition to the supplementals tab, the supplementals section can still be found below the client section on the main Quick Quoter tab. This section can be used to update chosen supplementals specifically for your current case setup and will not update defaults for future illustrations. Any valid (based on case setup) supplementals that are selected on the supplementals tab will be automatically checked here. If there are any supplementals you would like to add or remove for only your current case setup simply check or uncheck the box to the right of the supplemental.
Please contact us if you have any questions on a particular supplemental or about how the supplementals tab works.
Illustration Development Team
illustrationhelp@kclife.com
1-800-572-2467 x8162