Transamerica Life Illustrator TransAct Software User Guide

Transamerica Life Illustrator TransAct Software

Specifications

• Operating System: Windows 10 or higher
• CPU: Intel 5th generation (or newer) or AMD Ryzen (or newer)
• RAM: 8GB
• Not compatible with Mac environments or Windows emulators

FAQ

• Q: What are the system requirements for Transamerica Life Illustrator software?
  • A: The software requires Windows 10 or higher, Intel 5th generation (or newer) CPU, or AMD Ryzen (or newer) CPU, and 8GB of RAM. It is not compatible with Mac environments or Windows emulators.
• Q: How can I determine my client’s coverage needs using the software?
  • A: For Term and Lifetime products, utilize the Income Replacement Calculator under Policy Design. Additionally, click on policy limits for products with living benefits.

INTRODUCTION

The Transamerica Life Illustrator provides sleek, streamlined reports that are informative, easy to understand, and highly customizable so you can tailor illustrations and quotes to help meet individual client needs. We’re proud to offer our full suite of products on Life Illustrator to help you sell more efficiently and grow your Transamerica business.

YOUR STEP LIST

Software download requires a Windows 10 or higher, Intel 5th generation (or newer) CPU, or AMD Ryzen (or newer) CPU, and 8GB of RAM. The tool does not support Mac environments or the use of Windows emulators.

YOU’LL SEE / SELECT

1. Trust Transamerica Life Illustrator /SHOW MORE
2. An expanded view of #1 / KEEP ANYWAY
3. Windows Defender Protected Your Screen / MORE INFO
4. An expanded view of #3 / RUN ANYWAY
5. Welcome to the Installation Wizard / NEXT
6. Select Destination (WELIS branded) / NEXT
7. Completing the Installation Wizard – info is gathered / NEXT
8. Completing the Installation Wizard – completed / FINISH

When finished, an icon will appear on your desktop. This should take less than one minute.

System requirements

• Windows 10 or higher, Intel 5th generation (or newer) CPU or AMD Ryzen (or newer) CPU, and 8 GB of RAM.
• The tool does not support Mac environments of the use of Windows emulators.

Should you decide to Uninstall this feature:

1. On your computer, open Settings/Apps&Features/Transamerica Life Illustrator
2. Click UNINSTALL
3. Click UNINSTALL again
4. Are you sure? Click YES
5. You’ve Completed the installation Wizard – click FINISH

HOW TO RUN AN ILLUSTRATION OR QUOTE

Once you have selected your product:

1. Set up your case in the CASE DESIGN window. Add the necessary client and policy information needed to run the quote or illustration (Insured, Policy Design, Riders, etc.)
   PRO TIP:

   • For Term and Lifetime: Click Income Replacement Calculator under Policy Design to help determine your client’s coverage needs.
   • For products with living benefits: Click on to help determine if you have an existing policy and are within Transamerica policy limits.

2. Customize your reports within

   • Personalize the cover image
   • Select enhanced report options
   • Explore personalized sales strategies (IUL only)

3. Review your settings

   • If this is your first time running Life Illustrator, be sure to check that your contact information is shown correctly under the section
   • Select to view the illustration or quote as values and/or a PDF
   • PRO TIP:
   • Select then OPTIONS to set your preferences for new cases, such as your state and cover photo.
   • Also, set your PDF display mode to “display in the current window” for easier viewing.

4. Click to run the quote or illustration

5. Save and name your client’s case under

   • When your client is ready to apply for coverage:

6. Navigate back to Agent Home and launch the iGO® e-App to start a new application

   • For IUL: Prior to launching iGO, download and save the final illustration PDF from Life Illustrator. Attach the illustration PDF when completing the client’s e-App.

More Information

The future starts today.

Visit: transamerica.com

For Agent Use Only. Not for Use With the Public.
© 2024 Transamerica Corporation. All Rights Reserved.

References

• TransACT - Transamerica's Website for Financial Professionals

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