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Knowledgebase

Knowledgebase

AFFIRM User Roles

ADMServer Login vs. Single Sign-On

AFFIRM Physical Components

AFFIRM Modules and Applications Overview

AFFIRM Macro Language Overview

Approval Queue Module Overview

Resolving Restricted Page Width in Forms

Customize Forms Search Options

Customize the Look of Your Forms Engine

Add Packaging Options to Your Forms Engine

Add Forms in FormsPipe

Add Service Types in FormsPipe

InsureSight Carrier iGO Reports

InsureSight BGA iGO Reports

InsureSight: Export and Schedule Reports

InsureSight iGO, Illustrations, PHS (Carriers)

InsureSight iGO (Distributors)

InsureSight Quote Analytics (Distributors)

Laser App Enterprise 11: Beginner’s Tutorial

Resize a PDF Document to 8.50 in x 11.00 in

Issues Adding Forms to Queue in Laser App Anywhere

Laser App Enterprise 11 Connection Requirements

Electronic In Session Signing

Send Client Data from IAS to Laser App Enterprise

Maestro Screen Designer

Maestro Screen Designer Overview

Maestro- Basic Controls

Maestro – Complex Controls

Maestro- Screens

Maestro Screen Designer – Take the Tour

SalesIntegrator

SalesIntegrator Bootcamps

iPipeline User Management Self-Service Overview

SalesIntegrator

Agency Integrator

Create a New Memo Trigger

Reset Your Agency Integrator Password

Attach Carriers and Plans

Set Up FastApp for Agency Integrator

Riders Administration

Associate a Contact with a Carrier for Memos

AlphaTrust® e-Sign Documentation

Access iGO e-App

View and Print the Application from iGO e-App

Logging Into the iGO e-Signature Process

How To Access iGO After Getting Locked Out

Add Email Addresses To Your Safe Sender’s List

How To Create an iPipeline Login

Customize Forms Search Options

Customize the Look of Your Forms Engine

Add Packaging Options to Your Forms Engine

Add Forms in FormsPipe

Add Service Types in FormsPipe

Configure Your Forms Engine

How To Create an iPipeline Login

LifePipe System Requirements

LifePipe API Specification (Old API Version)

Resolving Restricted Page Width in LifePipe

LifePipe Take the Tour

Add Product Groups To Your Quote Engine

Product Information

Adding Product Information in iService

Customize the Look of Product Information

Configure Product Information in iService

Customize Product Information Search Options

Create a New Case in XRAE

XRAE Questionnaire Sections

XRAE Search Results and Pricing

Modify Employees, Agents, or Carriers in XRAE

XRAE DirectAPI Specification

XRAE System Overview

Agent e-App Knowledgebase

Access iGO e-App

How to Start a Case in the iGO e-Application

e-App vs. Drop Ticket

How To Access iGO After Getting Locked Out

View and Print the Application from iGO e-App

What To Expect with iGO e-Signature

Transfer a Document to a New Distributor Case Manager

Log Into DocFast for My First e-Delivery

DocFast Take the Tour

Submit a Change Request in DocFast

Request an Extension in DocFast

Print and Hand Deliver a Document in DocFast

Illustrations Overview

Illustrations Case Actions

Illustrations Case Information Module

Illustrations Needs Analysis Module

Illustrations Quotes/Illustrations Module

Illustrations Advanced Planning Module

Save Quote Results

Add iSolve Products to your LifePipe Quoting Tool

Searching for iSolve Products in the Lifepipe Quote Engine

iSolve Take the Tour

Sharing Quotes

iSolve Presentation and Demo

Resonant Business Administrator Overview

Manage Resonant User Accounts and Roles

Manage Resonant Lookup Tables

Manage Resonant Access Rights

Resonant System Administrator Overview

Resonant Backup and Recovery

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