How Mutual of Omaha Links with InsMark

From WinFlex Web:  To link Mutual of Omaha policy data to your InsMark Illustration Systems, follow the steps below.

For Further Assistance, contact Michelle Owens at (402) 351-6235 or Bill Beckett at (402) 351-4804.

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 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.)