Jump to Navigation

Life Company FAQ

1. How do I get my Life Company's product information into your Software products (the “Linking Process”)?

We provide you (your IT department) with our Link Instructions.  The Link Instructions will provide you easy to follow, step by step, details of how to create the link from your software to our software.  When this is done, your producers will be able to use your basic illustration software and print their basic illustration. After printing the illustration they will be provided a prompt to "Link to InsMark".  When they click the button to Link to InsMark, our software will launch with all of the information securely being passed to our software.  Your producers can then proceed to use our software to present their clients unbeatable solutions to their financial needs.

It's that easy!  

2. What are the benefits of “Linking” our products to your software Marketing products?

Besides hitting more homeruns with our products, InsMark is linked with over 60 life insurance companies; the system is used by over 20,000 producers, numerous broker dealers and independent marketing organizations. Being linked to our software Marketing products will put your products in front of some of the biggest producers in the industry that use our products every day to prospect and close cases.

3. What types of Licenses/Pricing are available?

We offer three pricing options for carriers: Link Only, Bulk (less than 200 systems) and Site (unlimited distribution). Please contact David Grant, Senior Vice President, Sales for details and to determine which option will be right for you.

4. What type of Training does InsMark offer?

We offer an array of training including webinars, home office/sales meeting presentations and our coaching seminars held throughout the U.S.  Our Symposium is held in San Francisco, CA and is attended by numerous home office officers, vendors, industry speakers and up to 150 of the top producers in the country. These producers are making an average of $400,000 in commissions per year.

5. We have to pass our products through our Compliance Department.  Is that a problem?

In over 27 years we have linked over 100 life insurance companies, and we always strive to make our systems compliant in accordance with all of our clients’ requests.  Because our products go through compliance departments repeatedly, you will probably find that our output will be fine as is.  When this is not the case, we have two options.  One is a set of pre-defined customization that we can turn on.  These are customizations already built into the system either by us or because another company asked for custom coding.  If not, we can create custom code for you at our published hourly rate. 

6. We have a unique sales concept that we want added to your software program.  Is this possible?

Yes!  Quite often we can do this or other similar custom coding requests.  Please contact David Grant, Senior Vice President, Sales to find out more about our custom coding options.