Quick Compare ReportQuick Compare Report

User GuideUser Guide

Step 2:

Select a Carrier and Product

Step 3:

Click on the Create Client Button

Create a Client

Step 1:

Click on the Change Button to

Open the Product Selector

Create a Client Scenario

Step 4:

Set up the desired client scenario by

answering the questions on the

Product Notebook Tabs

Create a Client List

Step 7:

Click the Copy/Add Button to Copy the

Highlighted Client and Add Additional

Carriers and Products to the Client List

Step 5:

Click on the Change Button to

Open the Product Selector

Step 6:

Select a Carrier and Product

Selecting Clients for the

Quick Compare Report

Step 8:

Use the Check Boxes to Select the Clients to be Included in the Report

Running the Quick Compare Report

Step 9:

Click on the “Quick” option from the Compare Menu on the Client List Toolbar

The Quick Compare Results Page will populate the viewer upon

completion. It is also available by clicking the Quick Compare link in

the Client List Report Trees.

The Quick Compare Results Page

The Illustration Packages for each Client

are available by clicking the PDF Icon.

Managing the Quick Compare Report Sort Order Preferences

The Quick Compare Report Sort Order

Preferences can be Managed from the

View Menu by Clicking on Settings

Setting the Quick Compare Report Sort Order

The Quick Compare Report can be sorted

by Client Order (Default), Initial

Premium or Initial Death Benefit.

More information is available at:

http://66.133.101.82/admin_help.htm