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Welcome to Quik!, PlanMember Associates
Thank you! You're now ready to begin the sign up process which will open in a new tab on your browser.
The first page will offer rate plans and payment options. This is already pre-set with PlanMember and you don't need to do anything on this page. Just click the red "Next Step - Account" button and move to the next screen.
Note: You will not be billed individually and do not need to fill in any payment information.
Also: It may take up to 24 hours for PlanMember libraries to be available in your account.
Click the sign up button below to start.
Below, you'll find several videos to help you set up your account and get the most from using the Quik! App.
Setting up the Quik! App
1. Overview of Settings
2. Entering Financial Professional Information
3. Connecting to Your CRM
Getting the most out of using the Quik! App
1. Searching for Forms
2. Creating Form Bundles
3. Saving Forms
4. Printing Forms
5. Getting the Help You Need
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