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Introduction |
AnnuityNet Wizard allows Advisors and Field Agents to speed up the new account creation process for annuity transactions and finalize client documents for signing. Completing a transaction with the Wizard typically takes between 15 and 45 minutes. This guide provides an explanation of the steps required to manage the AnnuityNet Wizard and update settings. You may view this guide in order or skip to a specific section using the navigation links to the left.
Allows sending a Work Item to a 3rd-party system in order to verify the identity of the client. ChexSystems is an optional integration for Docupace. Because of the customizable nature of both Docupace and |
ChexSystems, the screens you see may appear slightly different |
than the ones in this guide. However, the mechanics are the same. |
Table of Contents
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