Life Quoting. Revised 9/21/2015

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USER GUIDE

Life Quoting

Revised

9/21/2015

All contents copyright © 2007-2015 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.

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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.

.csv file of leads

TaG Audit File

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Getting Started

To enter QBLife, go to www.QBLifeQuotes.com. You will be emailed 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.

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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.

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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 email. Please enter your current password and your new password twice below, and then click

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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

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Before importing the data you need to add the list name.

Click then

Add new Import Name.

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.

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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

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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

http://reviewmaster.me/install/ 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 1st 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.

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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.

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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.