From Ameritas' software: To link Ameritas policy data to InsMark Illustration Systems, follow the steps below.
For further assistance, contact Kyle Runyan at Ameritas: (513) 595-2303.
1. Create your basic illustration and click Values, shown below.
2. Your basic illustration will display. From here, click InsMark, shown below.
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.)
