Select the VitalSigns reports you wish to run:
Report Type:
Ratings Report:
Select or create a case for new clients being saved:
Case names are useful for retrieving or processing related clients as a group. If you wish to assign or change a case name later, you can do so from the Client Manager.
Previously saved clients will not be assigned a new case name.
| Last Name | First Name | Phone |
|---|
Click [Update Current] to update the current client with the selected agent.
Click [Copy to Checked] to update the checked clients with the selected agent.
Results tab updates in progress.
Enter or edit a note for the current client:
You have chosen to clear all clients in your client list. Some clients may not have been saved. Do you wish to:
Your session is about to expire due to inactivity.
Press RENEW to renew your session and continue working.
Your session has timed out due to inactivity.
Press OK to return to the login page.
Select the policy year and tax rate to use in the calculation of the Premium Comparative Analysis report.
Policy Year
Tax Rate
Keyword
Type
Type
Answer
Row
Record
Script
Result
The client you have selected has an invalid company or product. Select "Change Product" to select a valid company and product.
| Question Label | Invalid Answer | Error Message | Suggested Answer | Row |
|---|
Select up to six policy values to display in the results.
Only six policy values can be shown at one time.
You currently do not have access to any WinFlex Web 6.5 products and must gain access to use WinFlex Web.
The following values are required before sending the illustration to SmartOffice:
Client ECI
Advisor SID
| Carrier | Contact |
|---|