IAO Calculator Supplemental and Rider Defaults

Recently, the transfer to the Quick Quoter from the IAO Calculator wizard was updated to automatically add your rider and supplemental defaults to the case! If you haven't used the IAO Calculator in a while, it can help you find all available products based on a particular death benefit payout and client information. The IAO Calculator shows premium results based on your setup and allows for transfer to the Quick Quoter where additional information can be added.

Clicking Transfer to Quick Quoter carries over all information entered and automatically selects all of your defaults. Once here, a full illustration can be generated or applications can be added and electronically submitted for signatures.

As a reminder, rider and supplemental defaults can be updated on their corresponding tab at the top of the Quick Quoter.

Please don't hesitate to contact us if you have any questions or would like to walk through setting up a case on the IAO Calculator wizard!

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