Adding More Life Products to Our Self-Service Inforce Illustration Tool
No more calling the home office and waiting on inforce illustrations
You now have the ability to run Allianz Life Pro+® Advantage Fixed Index Universal Life Insurance inforce policies on our self-service inforce illustration system.
How to access the online tool:
- Log in to the Allianz agent website at www.allianzlife.com
- Navigate to Accounts and click Fixed Annuity / Life
- Use the Express Policy Search section in the left navigation, enter your client’s policy number, and hit “Go.”
- Click on the blue “Inforce illustration” button
- Under illustration method, select “Illustration inforce reprojection”
- Enter the client’s policy number and click “Get policy information”
- Click “Illustrate”
Running an inforce illustration will look similar to running a new business illustration. If the field is grayed out, you are not able to change that option. Most policies can be illustrated assuming they are 1 year old and haven’t had a material change (e.g., Face increase, DBO change).
Stop waiting and start running illustrations!