Products & Services
Insurance & Retirement Services
Welcome to the I&RS Customer Implementation Guide (CIG)
We have designed the CIG to help our customers implement I&RS products and services, and to provide easy access to all resources necessasry to complete the implementation process and expand their service options.Introduction
The I&RS CIG is designed to:
- Guide new I&RS customers through the initial implementation process.
- If you have not completed the membership process, click here.
- Assist existing I&RS customers who are upgrading their service options and implementing new products.
- Serve as a central portal to the resources needed to complete the implementation process.
The organization of the guide will allow you to access information as a training and reference tool. To learn the process in sequential order, click on the Next Phase link at the bottom of each page, or if you would like to jump to a particular section, please click one of the links listed on the right-hand side.