InsMark Illustration System | New Proposal

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The next step is to choose a proposal description that will differentiate the illustration you are creating from others you will create in the same Workbook. Then you must run your basic insurance proposal with your carrier software and send it to the Source Data Storage File using your carrier's link to InsMark.

If your carrier does not have an InsMark link, you can hand enter your basic proposal data from the Source Data Storage File screen.  (Call InsMark Tech Support at 925-543-0507, and we will help you with a method for fast data entry.)

Finally, click the Source Data/Change button shown below to access the Source Data Storage File and choose the correct data (you will find this screen on the next page).

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