Beginners Workshop

Beginners Workshop

February 27, 2020

As a bonus, we have a pre-symposium Beginners Workshop focusing on the basics of how to use the InsMark Software. 

Workshop Overview

The Beginners Workshop focuses on InsMark’s two flagship software systems:  InsMark Illustration System (IIS) and Wealthy and Wise System (WAW).  We will teach you how to navigate through the systems and explain how cases are created and organized.  Both of these systems are very versatile and broad in its illustration and case design capacities ranging from the basic to the advanced.  Due to time constraints, the Workshop is intended for the less experienced users, so we will go through the input steps needed to build basic but powerful cases.  Once you have this basic understanding, we will also show you at the end of the session how to use your new-found knowledge to start creating more advanced sales presentations.

After the Symposium, all Workshop attendees will receive links to recorded videos that walk through the input of the basic IIS and WAW cases.  The recorded videos will help the attendees review, solidify, and retain the taught content.  


Requirement:  Please bring your laptop to maximize your learning experience as this workshop will be hands-on:  “Everyone Gets to Drive the Magic Bus”

Workshop Schedule
2:00 PM - 2:15 PM The Quickest Way to Learn InsMark Platform
  • Learn what it is
  • Learn how it works
  • Discover how to supercharge your results (and shorten your learning curve)
2:15 PM - 2:30 PM Carrier Linking
  • Learn what it is
  • Learn how it works (linking from Winflex Web)
  • Learn how to illustrate policy values from carriers that are not linked

2:30 PM - 5:30 PM
(includes a break from 3:30 - 3:45)

Starting InsMark and InsMark Workbook Files
("Everyone Gets to Drive the Magic Bus")


Everyone will do the following:
  • Launch the InsMark Illustration System (IIS)
  • Open an IIS Workbook file
  • Click through the IIS Workbook file together
  • Create a new IIS Workbook file
  • Enter a new policy into IIS using a PDF from a sample carrier
  • Create an IOV, Term Comparison, Various and Discounted Dollars case
  • Launch Wealthy and Wise (WAW) and follow the same steps as done with IIS to complete a WAW case
5:30 PM - 6:00 PM Review of The Quickest Way to Learn InsMark
  Armed with the knowledge about carrier linking, IIS/WAW workbook files and basic operation, now with The Quickest Way To Learn InsMark, every advanced sales concept and its companion workbook file only a click away.


The registration fee is $99 per person.  Register online or contact Julie Nayeri for more information about this workshop by phone 1-888-InsMark (467-6275) or via e-mail

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