Insurance Designers strives to provide superior product, service, and sales support to independent life insurance and financial service producers who seek a quality relationship based on trust, integrity, and a sincere interest in mutual success. More Info . .
Our forms engine vendor has given this tool a new look. The changes are minimal however, the new look may take some time to get familiar with. As usual, once the basic inputs are entered with the drop-down boxes, the forms page will pop-up. The basic carrier selected package will appear and the forms included will have the yellow highlight (and a • red dot).
You can ADD or DELETE case specific forms (for replacement forms, business case, supplemental form, etc) with the red/green buttons In the upper right corner there is a "Package" blue button with the number of forms included. Select with a click and the normal options will appear at the bottom of the list of included forms. As you use this forms tool, I'm sure it will be easy and quite handy, 24/7/365.
Any questions or help, call or message Greg at the main office number or firstname.lastname@example.org.
Contact your IDA-KC Sales Managers for ideas, tools and programs that can help get that business in and out.
This Page and Content is for Licensed Agents and Financial Advisors. Not for use by the General Public or Consumers.
The content and information in this site is subject to change without notice. We depend on outside sources for much of the site content.
Every attempt is made to keep the content current and up-to-date. We encourage contact with your IDA-KC Sales Manager or Support Team for any content confirmation.