Quick Start Guide

The following links are designed to accelerate your knowledge of 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 the user to more detailed explanations of the functionality.

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.
• Reverse an activity.

Run Inquiries

• Find and run an inquiry.

Disbursements

• Process a disbursement to return money to a client.
• Use the suspense refund number to find a disbursement.
• Reverse a disbursement.
• Approve 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.