Life Quoting. Revised 9/21/2015

Transcription

1 USER GUIDE Life Quoting Revised 9/21/2015 All contents copyright by QuoteBurst Inc. All rights reserved. No part of this document or the related files may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording, or otherwise) without the prior written permission of the publisher.

2 Contents Introduction... 3 Getting Started... 4 Edit Settings... 4 Edit Template... 6 Edit Password... 6 Getting the Data... 7 Flashback... 7 Importing a List... 7 Add an Individual... 9 Collecting Current Clients Quoting

3 Introduction QB Life is an online quoting platform for the term life insurance. It generates printable letters in a PDF format for Standard Non-Tobacco and Preferred Elite packages. The input for QBLife comes from several sources. 1. After Flashback finishes requoting it will ask if you wish to load the leads into QBLife. 2. Import a list of leads. 3. Add an individual name. 4. Collect a TaG list using the ReviewMaster Collector. TaG Audit File.csv file of leads 3

4 Getting Started To enter QBLife, go to You will be ed your username and password. If you have used Typhoon manager in the past, the username and password are the same. On your first time into QBLife you need to set your account information, your quote specifics and possible change the standard template. You can follow the either link to begin modifying your settings. Edit Account The account details that you provide here can be different than the ones that you have with other QuoteBurst products. Whatever you have in this page will appear on the quote letters. Once complete, click Edit Settings Here you need to indicate the amounts and age increments. The quote letter shows the rates for the current age plus rates for 3 other ages in increments you select. An example is shown on the next page. 4

5 This page shows how the settings are used in the quote letter. Information outlined in blue is from the Account screen and green ovals are from the Settings. 5

6 Edit Template At this time, there is only one Allstate approved letter template so no changes can be made. If you wish to print on Allstate letterhead, indicate here. Edit Password If you are a new user, your current password is the temporary password that was provided to you in the Welcome . Please enter your current password and your new password twice below, and then click on the button. 6

7 Getting the Data The input for QBLife comes from several sources. 1. After Flashback finishes requoting it will ask if you wish to load the leads into QBLife. 2. Import a list of leads. 3. Add an individual name. 4. Collect a TaG list using the ReviewMaster Collector. Flashback When Flashback finishes requoting the selected leads from Alliance it will ask if you wish to create the list in QBLife. The list is name Flashback file followed by the date.time. Importing a List The file must be in a.csv format. You will need the following data on the file: First name Last name Address City State Zip Phone Date of Birth (DOB) 7

8 Before importing the data you need to add the list name. Click Add new Import Name. then Use sensible names for your imports, something that you will remember later. Click Next, click In each step of your import process, please carefully read the instructions provided at the top of the pages. Click. That will give you the standard file selection screen. Click If the file is accepted you will see the name appear. Then click Use the drop down to select the file name you previously added. The column alignment will try to match the required fields with your file based on the column headings. In the example on the left, some fields were not found. Use the drop down to list the column in the file and choose the correct name. Once all the fields are identified, click 8

9 Step 3 gives you a preview of how the data will be parsed. Please carefully review the data shown below, and verify the data looks properly. The preview only shows the first 50 records as a sample. If there is an icon (other than the green one) in the left column, please mouse-over to see the error message. If the data looks good, click To finalize the import click Once the import is complete it will show the number imported and the time it look to import. Add an Individual An individual quote will be added to your "My Miscellaneous Import" list and will be placed at the bottom of the list. To add an individual name, start by clicking then Add New Individual Quote Fill out the information and click 9

10 Collecting Current Clients ReviewMaster is software designed for Allstate Agents to automatically review a group of policyholders at one time and provide convincingly handwritten recommendations based on the agent s preferred settings. As a QBLife subscriber you have access to the Collector part of ReviewMaster to collect your current client policies that do not have life policies. If you have not already done so, install the ReviewMaster. Go to and click install. You will then see the ReviewMaster Icon on your desktop. Double click the icon and click From the Main Menu, click Settings Fill out the agency information on the Agent tab. Then click on the 1 st Agency File tab. To run the collector, it is necessary to create and load a TaG audit file of your book of business. We have provided written instructions on how to do run the TaG audit. However, the best way is to use the guided walk thru. It will give you instructions at the top of each page as you go thru the TaG steps. Once you have the TaG file, click and select the file. 10

11 On the Policies screen, indicate which states to include as well as which clients to select. To select all customers choose A to Z. Once that is complete, click As the collector runs, you will be able to see the progress. When the collector is complete the information will uploaded into QBLife. It may take some time to appear in the list depending on the size of the file. In the My Imports List you will see the file listed ReviewMaster followed by the date and the name range you chose. 11

12 Quoting From the Import list, select the list you wish to quote. The data can be sorted by clicking on the column heading. The first click will sort it A-Z and the second click will reverse the order. The commands above the list affect the whole list while the icons to the right of the lead pertain to the individual quote. Export All to CSV Creates a.csv file of all the leads Merge Quotes to PDF This allows you to print only all quotes To the right of each entry are 2 icons. Click this one to download the PDF for this prospect. You can then view it or print it. This will remove the prospect from the list. Once removed, you will not be able to add it back. 12