InsMark Link Instructions - Overview

Updating to the new Web Link

If you already have a link and are updating to the new Web Link, start at Step 3 below.

Setting up a New Link

The Link between your software and InsMark's software not only enforces the accuracy of your policy data, but it triggers all of your customized options such as disclaimer pages, custom footnotes, custom coding, and any global changes or product-specific changes you have requested.

If you are an Ebix client and you want to link WinFlex to InsMark, please call Mark Krantz at 801-599-4022 or email him at Mark.Krantz@ebix.com.

For all other links, work with Chad Kluver, InsMark's Interface Programmer to complete the steps below. Chad can be reached at 925-543-0507 or email him at Chad@insmark.com.

Step 1

Provide Company Information

Complete and Submit your Company Information Form. This information is used in illustrations created in InsMark software products.

Step 2

Create Product Templates

Complete a Product Template for each type of product you have.

Step 3

Add a Link in Your Software

You will need to modify your proposal software to add a button or link that when activated, will send your product information to InsMark.

Step 4

Button File Specifications

These are the specifications your programmers will need to create the Button File in your software.

Step 5

Download the
Link Test System

To test the data that is sent to InsMark, download and install the Link Test System by clicking the text to your left. This tool allows you to verify that the data we receive from your software is accurate.

Further, you will need to run test cases in your basic illustration software (generating tests that at a minimum use all templates, all custom changes (if any), and all variations of your footnotes) for the main purpose of signing off that your data is linked accurately.

Step 6

Company Sign-Off

Submit the InsMark Link Sign-Off form to start the release of the configuration data.

Important Notice

This information is furnished for the sole purpose of providing instructions for the development, implementation and testing of a sequential file called the Button File. The Button File is to be used for the sole purpose of linking an insurance company's illustration software with InsMark's illustration software. Any other use of the information for creating the Button File which has been created from instructions found here on the insmark.com website, or in prior versions of the Link Instruction manuals, must be expressly authorized in writing by InsMark, Inc.

Button File Link Instructions are provided as part of the Support Documentation provision in the license agreements between InsMark, Inc. and its licensees.

"Button File" is a trademark of InsMark, Inc., "InsScribe" is a trademark of InsMark, Inc., "InsMark" and "InsScribe" are registered trademarks of InsMark, Inc.