How Allianz Links to InsMark

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

For further assistance, contact Allianz Life Wholesale Team:  (800) 950-7372.

1.  Create your basic illustration and click Calculate.  After doing this, click Link to InsMark, as shown below.


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 most recent 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.)