How OneAmerica Links to InsMark

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

For further assistance, contact iPipeline: (800) 641-6557. 

1. Create your basic illustration and click InsMark, shown below on the Quotes/Illustration tab.


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 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.)