academy.insureio.com
XRAE
http://academy.insureio.com/knowledge-base/xrae
August 10, 2015. You can access the XRAE health screening tool through the “Quoting and Product Tools” link in the Resource Library. The tool is embedded in the Insureio application, so you don’t have to have a separate browser tab open to use it. To access it, click Resource Library. From your left-hand main menu. Click Quoting and Product Tools. As soon as you click into the XRAE tab, you can start filling in client data. Here’s how the basic navigation works:. If XRAE has enough data, it will bring up...
academy.insureio.com
Resource Library
http://academy.insureio.com/article-categories/resource-library
Advanced Planning Tools and Financial Calculators. Training and Professional Development. Underwriting Guides & Table Shave Programs. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.
academy.insureio.com
Quote Path: Discovery
http://academy.insureio.com/knowledge-base/discovery
July 30, 2015. In this section, you’ll guide the client through a series of four question patterns designed to help you provide a more accurate quote. Insureio will walk you through collecting the necessary information. Screen is Step 3 in the Application. If you selected the Referral. Here’s what this step of the quote path looks like:. How much coverage is the client seeking? How long do they want the insurance protection to last? Is this amount a guess, or was a financial calculator used? Let’s ...
academy.insureio.com
Advanced Planning Tools and Financial Calculators
http://academy.insureio.com/knowledge-base/advanced-planning
Advanced Planning Tools and Financial Calculators. Advanced Planning Tools and Financial Calculators. Advanced Planning Tools and Financial Calculators. August 10, 2015. Located in the Resource Library section, the “Advanced Planning Tools” tab provides you with information, marketing materials, and documents that can help you provide advanced planning solutions to clients interested in estate planning, business planning, charitable giving, and more. Advanced Planning Tools and Financial Calculators.
academy.insureio.com
New Quote
http://academy.insureio.com/article-categories/new-quote
Quote Path: Basic Information. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.
academy.insureio.com
Quoters
http://academy.insureio.com/knowledge-base/quoters
August 7, 2015. The Resource Library section includes a “Quoting and Products Tools” link. Here, you can access quoters for term life, universal life, final expense, and more. In this section, you’ll find links to Term, UL, Final Expense/Simplified Issue, as well as a link to product specifications. Final Expense / Simplified Issue. Term, UL, Whole Life Product Specifications. In this section you’ll find links to indexed, fixed, MYGD / CD, and SPIA quoting and comparison tools. Get a quote for fixed annu...
academy.insureio.com
Sales Tools
http://academy.insureio.com/article-categories/sales-tools
Advanced Planning Tools and Financial Calculators. Training and Professional Development. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.
academy.insureio.com
Special Functions
http://academy.insureio.com/article-categories/special-functions
Processing – APPS (AppRight). Processing – IGo. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.
academy.insureio.com
Click-to-Call
http://academy.insureio.com/knowledge-base/click-to-call
August 20, 2015. Insureio supports click-to-call dialing on web/VoIP-based phone systems. In our office, we use the 3CX phone system – click here for 3CX support and troubleshooting. This article will explain how to use any web/VoIP-based phone software to make calls within Insureio. Jump to a section:. My computer already knows which program to use. How do I make calls in Insureio? What if my computer doesn’t know which program to use? Or what if I have multiple web/VoIP-based programs? A pop-up will ap...
SOCIAL ENGAGEMENT