Presentation on theme: "Quick Basics. On the top of “Step 1” or “Client” tab the client and desired policy information is entered."— Presentation transcript:
On the top of “Step 1” or “Client” tab the client and desired policy information is entered.
The bottom of Step 1 shows you a list of all the products available for your group.
Double click on a product to add to the “Selected Products” list - OR - Use the numbered buttons to select your desired level period.
The guaranteed level drop down allows you to specify whether or not the level period you select should include Guaranteed, Non- Guaranteed, or All Products.
Step 2, “Compare”, gives you a side-by- side comparison.
Clicking on a specific product will give you detailed product information.
Product Details includes information on riders, state approvals, underwriting classes, the carrier and a brief description of the product. You can select this information by clicking on the subject title located on the toolbar.
DO NOT PRINT FROM THIS STEP! To Print a valid report, click on the next button found by scrolling to the bottom of your screen.
Step 3, or the “Reports” step, allows you to select the reports you would like to view and print.
You can select any or all of the available reports and add them in any order. When you click on View, a PDF file will be generated.
The PDF file will appear in a separate window allowing you to view the selected reports before printing, ing or faxing.
By clicking on the File menu, you can print, save, e- mail or fax the report to someone else. Always print from the PDF window to produce a valid report.