COMPULIFE Tutorial – PC Software
1. Install the PC Software
You will receive an email from COMPULIFE with installation instructions.
IMPORTANT: If need help with installation, call our office at (888) 798-3488 or (800) 798-3488.
2. Enter the Client Information
When you first run the COMPULIFE PC Software a “Red Menu” appears in the top left hand corner of the screen. The Red Menu is the “Master Menu” from which you select various functions in our software. To the right of that menu will be a second window called “Enter Client Information”. You can also display that window by clicking on the first button on the Red Menu.
The “Enter Client Information” is where you tell the COMPULIFE PC Software about your client. For this tutorial enter the following client information:
Client Name: Sample Client
Type the name “Sample Client” in the client name.
Face Amount: $500,000
If the face amount is not already set to $500,000, you can change the face amount by clicking the down arrow to the right of the face amount entry field. Select $500,000 from the list.
NOTE: You can also type in 500,000 in the face amount field. If the face amount is not on the list, you can manually enter any face amount that you like.
If Male is not already selected, click on the radio button next to the word “Male”.
Birthdate: July 7, 1983
To enter this click the “Birthdate” button. Type the numbers “07 07 83”. When you hit the ENTER key, or click on OK, the system will calculate and display the client’s age. Alternately you can use the calendar system to select the correct year, month and day from the calendar. However, you will find typing in the 6 numbers to be much quicker.
Smoking Category: Non-Smoker
If not already selected, click on the radio button next to the word “Non-Smoker”.
Health Category: Preferred Plus
If not already selected, choose “Preferred Plus”.
NOTE: For this tutorial, you do not need to click on the “Health Analyzer” option. Later, when you are more familiar with the PC Software, we would encourage you to learn to use the Health Analyzer option to take advantage of the ability to integrate height/weight tables, blood pressure, cholesterol, etc., into your comparison results.
Type in your name for the agent name.
Select your state from the list.
Best Rating: A- Excellent
If not already displayed, select “A- Excellent” from the list.
Best Category: Quote all with Best Category
If not already displayed, select “Quote all with Best Category” from the list. This is the last item on that list.
That’s it, you are done entering the client for this tutorial.
3. Display Product Comparison
Click the third button on the red menu labeled “Display Product Comparison”, or “Compare Now” on the Client Information window. This will open the “Display Product Comparison” window.
NOTE: If this is your first time using the PC Software a “Hint” box/window may appear in the middle of your computer screen. You don’t need that because you are doing this tutorial. We recommend that you click on and remove the check mark from the bottom left hand corner of the hint window, then close the hint window.
The comparison that you have on the screen will be for the “category” of term insurance that was last compared.
If the category at the top is not 10 year level term, please click the down arrow to the right of the category and select 10 year level term from the list.
You now have a comparison of 10 year level term products on the screen. We will need to transfer two of these products into the “Pick 12 Policy Analysis” which is the name of COMPULIFE’s comparison spreadsheet.
IMPORTANT: Selecting policies requires the use of the right mouse button.
The first step is to move your mouse pointer to the name of the first company that you want to place in the spreadsheet. ANY COMPANY IS FINE. Click the right mouse button on that company.
When you first click the right mouse button on a company two things will happen. First, the light blue line will move to that company/product. Second, a “Pick 12 Product List” window will display in the bottom right hand corner of the screen.
The next step is to keep your mouse pointer on the company that you selected and right click again. You will see the company/product transfer into the first position of the “Pick 12 Product List”.
For this tutorial, add two 10 year products to the list.
To put the second 10 year level term product on the list, move the mouse pointer to a second company in the comparison and right click on that company. The company/product will transfer into the second position on the Pick 12 Product List.
For this tutorial, add one 15 year product into the third position on that list.
To change from “10 year level term” to “15 year level term” go to the top left corner of the “Display Product Comparison” window and click the down button to the right of “10 year level term”. This will display a list of all possible comparison categories. Click on “15 Year Level Term”.
A comparison of 15 year level term products will now be displayed on the screen.
To add a 15 year level term product as the third product on the “Pick 12 Product List”, move the mouse pointer to a company in the 15 year term comparison and right click on that company. The company/product will transfer into the third position on the Pick 12 Product List.
For this tutorial, now add two 20 year products to the fourth and fifth positions on that list.
To change from “15 year level term” to “20 year level term” go to the top left corner of the “Display Product Comparison” window and click the down button to the right of “15 year level term”. Now click on “20 Year Level Term”.
To add a 20 year level term product as the fourth product on the “Pick 12 Product List”, move the mouse pointer to a company in the 20 year level term comparison and right click on that company. The company/product will transfer into the fourth position on the Pick 12 Product List. Repeat this step to add another 20 year product as the 5th product on the list.
4. Pick 12 Policy Analysis
You have two ways to get to the Pick 12 Policy Analysis.
First, if you can see the bottom of the “Pick 12 Product List” windows you should see four buttons. One of those buttons is “Go to Pick 12”. Click on the “Go to Pick 12” button.
Second (alternatively), you can close the “Display Product Comparison” window which will display the red “COMPULIFE Quotation System” menu. The 6th large button on that menu is “Pick 12 Policy Analysis”. You can click on that button to go to the Pick 12 spreadsheet.
Once you have gone to the Pick 12 Policy Analysis, a window will display and the title will say “Pick 5 Policy Analysis” window. The window is called “Pick 5 Policy Analysis” because you placed 5 products into the spreadsheet. The 5 products that you selected should now appear in the spreadsheet.
5. E-mail or print your Pick 5 Policy Analysis
To e-mail the results, click on “File” in the top left hand corner of the “Pick 5 Policy Analysis” window and select “Create Email and attach PDF file”. This should launch your default e-mail program with the printout added as an attached file called “insurance.pdf”. Send this e-mail to your own email address.
If the e-mail option in COMPULIFE does not open your default e-mail program, you may need to change the default e-mail method used by COMPULIFE. To do this, cancel the e-mail option, close the “Pick 5 Policy Analysis” which should display the Red Menu. At the top of the Red Menu there are four options: File | Options | Forms | Help. Click on “Options” and look for “PDF / Email options”. On the right hand side of that window, you will see a menu of 2 choices: Outlook | Other. Pick the e-mail choice which best represents your e-mail program then try using Pick 12 to send the e-mail again. If that still doesn’t work, the other option is to go to the “File” menu and select “Save Printout as PDF file“. Once you have used that option to save as a PDF file, open your e-mail and create an new email. Then click on “Attach” and select the PDF file, from the file name and folder on your computer that you saved the file to, and send the e-mail to your own email address.