How Penn Mutual Links to InsMark

From Penn Mutual's software:  To link policy data to your InsMark Illustration Systems from within the Life Solutions software, follow the steps below.

For Further Assistance, contact Penn Mutual:  (800) 523-4860.

1.  Create your basic illustration.   

2.  Click Output Types and make your selections for output, but be sure to put a checkmark in the InsMark selection.  Then click Calculate.  



3.  Your basic illustration will display.  In the panel on the left side, under Reports, click on the InsMark selection.  Next, click the link, "Submit InsMark Button file".  


4.  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.)