Beginners Workshop

Beginners Workshop

February 27, 2020

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

Workshop Overview

The Beginners Workshop focuses on InsMark’s two flagship software products:  The InsMark Illustration System (IIS) and then InsMark’s Wealthy and Wise System (WAW).  For both IIS and WAW, we will go through the input steps needed to build cases, teach you how to navigate through the systems, and explain how the cases are organized.  Once you have this basic understanding, we will also show you at the end of the session how you can use your new found knowledge to then run InsMark sales presentations for virtually any advanced sales concept.

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
  • Learn how to illustrate policy values from carriers that are not linked
  • Receive a handout with all carriers that are linked along with the home office contacts you need for technical support

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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