Quick Linking

The quick linking capacity is super-helpful for those occasions when you have made a mistake on the original policy or, for example, when trying to zero-in on the correct cash flow amount for a rollout from a split dollar plan.  Below are two ways to utilize quick linking:

Report Preview:  When previewing a specific InsMark proposal, you can change the source data on-the-fly by doing the following.  Simply "Alt-tab" to switch to your carrier software (or to your desktop, then launch your carrier software).   Run your new carrier proposal, and select to link the new source data into InsMark.  Upon selecting this option, the InsMark Start Screen will appear.  Click on the System icon to switch back to the InsMark System.  You will return to the preview screen right where you left off.  Select "Change Source Data..." located at the top of the toolbar. Next, select the source data you just created in the carrier proposal.

Editing Client Proposal:  When editing a client proposal, you can change the source data on-the-fly by doing the following.  Simply "Alt-tab" to switch to your carrier software (or to your desktop, then launch your carrier software).  Run your new carrier proposal, and select to link the new source data into InsMark.  Upon selecting this option, the InsMark Start Screen will appear.  Click on the System icon to switch back to the InsMark System.  You will return to the proposal edit screen where you left off.  In the "Source Data" box located on the right side, select "Change ..." Next, select the source data you just created in the carrier proposal.