How Lincoln Financial Lnks to InsMark

From WinFlex Web:  To link Lincoln Financial policy data to your InsMark Illustration Systems, follow the steps below.

For further assistance, contact your Lincoln Financial home office contact. 

1. From the WinFlex Dashboard, select Illustrations. Next, place your cursor over your profile name in the upper right-hand corner and click Preferences.  Navigate to the Reports tab and make sure the box for "Enable InsMark" is checked as shown below.  Make sure to click theSave Preferences button. 

2. Now, create your basic illustration and click Calculate.

3.  On the Summary page showing output options, just click on the InsMark logo shown below.

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 new policy data will be displayed at the top of the picklist (which is sorted by date).