From North American's software: To link North American policy data to InsMark Illustration Systems, follow the steps below.
For Further Assistance, contact North American: (800) 843-3316
1. Create your basic illustration and InsMark shown below on the Quotes/Illustration tab.
2. From the InsMark Products menu, launch your desired InsMark Illustration System. Once you start creating a proposal, you will be prompted for policy data. Your policy data will be displayed at the top of the picklist. (Note: The picklist is sorted by the creation date and your most recent policy data is always at the top of the list.)
