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Quick Start Guide

The following links are designed to accelerate your learning curve in OIPA. A high level overview of the basic OIPA tasks are explained in the order in which they should be executed. Additional links are embedded in the overview, which will take you to more detailed explanations of the functionality.

Click a link below to access the Quick Start pages.

Set Up a Policy

Set Up a Variable Annuity Policy
Set Up a Term Policy
Set Up a Unit Linked Policy

Activities

Add a client level activity.
Add a plan level activity.
Add a policy level activity.
Reverse an activity.

Run Inquiries

Find and run an inquiry.
Export inquiry results to an Excel spreadsheet.

Find Net Asset Values

Use the Table menu to look up Net Asset Values.

Disbursements

Approve a disbursement.
Reverse a disbursement.
Search for a disbursement.

Client Records

Add an address to a client.
Assign a role to a client on a policy.

Suspense Records

Create a suspense record.
Associate a suspense record to an activity.