Getting started with. Sun Life Illustrations - Desktop. Introduction. About this Quick start guide

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1 Getting started with Sun Life Illustrations - Desktop Introduction The Sun Life Illustrations tool: has an easy-to-use interface, gives you the ability to work from your desktop or the web, provides a Product Selector page that makes it easy to know which tool you should illustrate with, and offers the ability to produce professional-looking reports which you can save, access and present to the clients. Depending on your preferences, you can choose to work with the desktop version or the web version, or both. The two versions look very similar and for the most part work the same. But there are some differences, and you ll learn about these differences in this quick guide. About this Quick start guide To help you become familiar with Sun Life Illustrations, this guide focuses on the steps for setting up Sun Life Illustrations and covers the basic features of the tool. Once you have reviewed this Quick start guide, we recommend that you review the three Sun Life Illustrations case studies. The case studies will give you a better understanding of how to run an illustration. If you work with an advisor assistant, please note that case study number 3 describes how both of you can work with Sun Life Illustrations to share saved illustrations. 1 December 22, 2014

2 About Sun Life Illustrations Desktop The desktop version of the tool installs on your PC. During the install, a shortcut is created on your desktop. Look for this icon. During the install, Sun Life Illustrations is also added to your Start menu under, All Programs, Sun Life Financial. When using the desktop version, you have the ability to work either connected or not connected to the internet. If you are connected to the internet, you have the added ability to Sync your saved illustrations with the Web Database. You may want to use the Sync function if you plan to use the web version of Sun Life Illustrations from time to time or if you work with an assistant and you want to be able to share access to saved illustrations. The Sync function is described in the next section of this document. Sun Life Product Selector When you launch Sun Life Illustrations, the first screen you will see is Product Selector. From here you can launch all of Sun Life s insurance product illustrations. On the left side of the screen is listed the products that are available on the new illustration platform currently just SunTerm. The middle of the page is listed all of the products that are still illustrated on Sun Life s other illustration platform Eos. In the desktop version of Product Selector, you can launch Eos from this page. As we introduce new products to the new illustration platform, you will not need to remember which tool to launch. If you launch Sun Life Illustrations, you can navigate to the proper illustration through this screen. 2 December 22, 2014

3 Sun Life Illustrations set-up Register on the desktop version When you first open SunTerm on Sun Life Illustrations - Desktop, the tool sees you as a guest user. As a result, any illustrations you create and save will not display an advisor name. We recommend that the first thing you do in the new illustration tool is register (or sign-in). In order to register, you will need to use the user name and password you use to sign-in to the Sun Life Advisor web site. The registration allows you to identify yourself to Sun Life Illustrations Desktop. Once you complete the registration, Sun Life Illustrations Desktop remembers your name and ID each time you launch the system. You are not required to sign in each time. After you register, saved illustrations will be displayed along with the name we have on file for you in our system. Please note that registration is recommended but not required. If you are not able to register or if you prefer not to register, you can continue to use the system. You will be able to create, save, open, modify and print illustrations. However, some other features of the system are only available after you sign in. 3 December 22, 2014

4 How to register (sign-in) 1. From your desktop, double-click the Sun Life Illustrations icon. 2. From the Sun Life Product Selector page, click Sign In. 3. From the Sun Life Illustrations dialog box, enter your SLF Advisor Site Access ID and password, and click Submit. 4 December 22, 2014

5 Sync Sync is a feature that is exclusive to the desktop version. It becomes available once you have registered (or signed in). The Sync option allows you to transfer illustrations saved on your PC to the web server or update your illustrations on your PC with saved illustrations from the web server. The Sync option will look at the date of the illustration to make sure your PC and the web server have the most recent copy of the illustration. To Sync your illustrations, click Sync. The SyncWindow dialog box opens. This window does not display all of your saved illustrations. It only displays files that are not already synchronized. The saved illustrations that can be synced from your PC display on the left-hand side, and the saved illustrations that can be synced from the web server display on the right-hand side. Illustrations displayed in: green are the most recent copies of a previously-synced file, red are older copies of a previously-synced file, and grey are files that have never been synced. 5 December 22, 2014

6 Sync now The Sync now option looks at the date and time stamp of your saved illustrations. This option updates all the files on your PC and web server, based on whatever copy is most recent. Manual sync The Manual sync allows you to select specific files you would like to sync from either your PC or from the web server. If you select a file to sync and the copy is older than file to be replaced, a warning displays, giving you the option to skip the sync for that file. Once the sync is complete, if you have synced all files, the SyncWindow displays no files. To close the SyncWindow, click Done. 6 December 22, 2014

7 Overview of Sun Life Illustrations Note: The remainder of this document is identical to the same section in the Getting started with Sun Life Illustrations Web quick start guide. Business cards The information on the business cards can be added to any client report. You need to complete this part of the set-up separately on both the web and desktop versions. To add a business card to Sun Life Illustrations - Desktop: 1. From your desktop, double-click the Sun Life illustrations icon. 2. From the Product Selector page, click the SunTerm link. 3. From the Sun Life Illustrations page, click the manage business cards link. 4. From the Business cards dialog box, click +Add. 5. Complete all the required fields and then click Done. If you are working on behalf of several advisors, repeat the process until you have added one card for each advisor. If you use different business card information for different clients (eg, by city, or business vs personal) you can create as many business cards as you wish. One card will always be considered the default card and will be used by default for each new illustration you begin. The default card can be changed by editing any card you wish to designate as the default card and then select the option to Remember as the default business card. 7 December 22, 2014

8 Top Tool Bar There are several options available to you from the toolbar at the top of the page. Product Selector button The Product Selector button allows you to go back to the Sun Life Product Selector page. New button The New button opens another page to create a separate illustration. The first illustration that you are working with displays in the first tab. The new illustration displays as Untitled illustration until you save and name it. Open button The Open button allows you to open a previously saved illustration. Clicking the Open button displays the Saved illustrations window, listing your saved illustrations. To open a saved illustration: To open a single illustration, click the Illustration Name of the illustration you wish to open. To open multiple illustrations, click the checkbox in front of each illustration name and then click the Open button. Note: there is a limit to the number of cases that can be opened at a time after which the system will become unresponsive. We recommend limiting the number of open illustrations to 5 or less at any one time. 8 December 22, 2014

9 View report button The View report button creates a client report with the following mandatory pages: Client summary, Plan summary, and Important illustration notes You can customize the client report. For more information about how to customize the client report, see the REPORT DESIGN section in this document. 1. PLAN DESIGN The PLAN DESIGN tab has a few features that help make illustrating a product easy. About This section displays highlights about the product you are illustrating. Clicking the blue up arrow will minimize the About section, making it easier for you to see other information on the page. Underwriting Req s and Advisor guide links out to the SLF Advisor Site for the most recent information. You need to be connected to the internet to view these links. 9 December 22, 2014

10 Illustration Summary The Illustration Summary section displays what your premium will be and what options you have selected for this plan. As you select options, the Illustration Summary updates. Use the Refresh button to recalculate the premiums when you have changed any options selected. Messages Displays any errors where you have: missed entering information, incorrect information, or options selected that don t fit within the product rules. If there are error messages, you will not be able to select either the SPREADSHEET page or the REPORT DESIGN page. You can only move to the SPREADSHEET or REPORT DESIGN page once you fix the errors. 10 December 22, 2014

11 Quick compare Quick Compare is for a single coverage illustration or a multi coverage illustration if all of the coverages are based on the same Coverage term. When selected, you are shown what the cost would be based on each Coverage term. Help Contextual help is available on the page. Click the question marks for details on when the option can be selected, specific amounts available, and if other selections are required. Save For the desktop version, the illustration saves on your PC. For the web version, the illustration saves to Sun Life s secure web server (where you can access it based on your valid SLF Advisor Site user ID and password). To save an illustration, click Save. From the Save illustration dialog box in the Illustration name field, enter a unique and meaningful name for the illustration and click Save. 11 December 22, 2014

12 2. SPREADSHEET The SPREADSHEET page displays the calculated premiums and values for the entire duration of the illustration. The SPREADSHEET can be exported out to Excel, and once in Excel can be printed and/or saved. To see all the options that you have selected for the illustration, select the Show Illustration Summary to open the Illustration Summary window. 12 December 22, 2014

13 3. REPORT DESIGN The REPORT DESIGN page allows you to create customized reports for the client. When you open this page, any report pages with a grey checkmark are mandatory. Designed for The text entered in the Designed for field is printed on the Cover Page. If you do not enter anything in the Designed for field, the cover page will show a list of the client names included in the illustration. If you enter information into the Designed for field, then that information appears on the Cover Page. This can give you a more customized look for example, you could enter a company name for a corporately owned policy. To save the report: 1. Click the View Client Report button. 2. The report opens in Adobe Reader (or whatever program you have specified to be the default PDF viewer on your computer). 3. Once the PDF is generated, you can view, print and/or save the file as you choose. 13 December 22, 2014