How Prudential Links to InsMark

From Prudential Life's software:  To link policy data to InsMark Illustration Systems from within the Life Illustrator software, follow the steps below.  

For Further Assistance, contact Prudential: (800) 800-2738.

1. Create your basic illustration and click on the Run Wealthy and Wise option under the Results section, shown below.

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.)