How Accordia Links to InsMark

From Accordia's software:  To link Accordia policy data to your InsMark Illustration Systems, follow the steps below.  

For further assistance, contact Accordia855-887-4487 (Option #3).  

1.  Create your basic illustration and click Preview


2.  When your basic illustration displays, click the InsMark logo shown below.  This will launch the InsMark Products menu of illustrations at which point your policy data is transferred to InsMark. 


3.  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.)