• BUSINESS HOURS: Monday to Friday 8:30 – 4:30 CT
OUR IDA-KC CARRIERS
Insurance Carriers
  • American General Life
  • AXA
  • Banner
  • VOYA
  • John Hancock
  • Lincoln Financial
  • Brighthouse Financial/Met Life
  • Mutual/United of Omaha
  • Nationwide
  • Principal
  • Protective
  • Prudential
view entire list

THE RIGHT PEOPLE -
THE RIGHT PRODUCTS

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 . .

Insurance Designers
of Kansas City

New Design for Carrier Forms Engine

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 greg@idakc.com.


Contact your IDA-KC Sales Managers for ideas, tools and programs that can help get that business in and out.

 
LIFEQuotes

Case Status 24/7

For Producers & Advisors
Annuity Rate Watch Carrier Forms
 
XRAE - Instant Multi-Carrier Underwriting

 

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