COMPULIFE Quotes Critical Illness Products

Critical Illness products are included with a subscription to our PC Software of COMPULIFE.

Once you have Compulife installed on your computer, you will find a choice on the Red Master Menu called: Critical Illness. It’s right next to the red cross, which is the universal ambulance symbol. When you click on the Critical Illness button, a yellow menu appears. In the client entry screen you can select the type of CI product that you want to compare:

• CI Only
• CI with ROP on death
• CI with ROP
• CI with ROP & ROP on death

Once you have completed your client entry, click on “Display Product Comparison” to view the comparison results.

Here is the really neat part. When you want more information about a particular policy, double left click on the product in the comparison. That will Display a Single Product window, with that product in it. In that window is a new button called “Sample”. When you click the “Sample” button, the program will display the PDF copy of the specimen policy. You are now looking at the policy that your client will purchase from that company – complete with all the coverages, conditions and limitations in the policy.  You can also access the specimen polices from the Life Company Forms button on the main red menu.