Sample Illustrations

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Your System comes with a full set of Sample Illustrations along with their descriptions. The Sample Illustrations include a complete copy of the source data, input data, and resulting reports for sample clients.  At least one sample is given for each of the available illustration concepts/scenarios.  The samples are extremely helpful in demonstrating required input items and case design for selected concepts.  To fully understand these concepts, read the Guide to Operations and Guide to Marketing while reviewing each concept.

Sample Illustrations are readily available throughout the System, including (but not limited to):  

1. After starting InsMark, the Illustration Menu will appear.  Choose the option View a Sample.  

GTMSamplesfromWeb  

 

 

2. Alternatively, if you are already running your System, select Help & Training from the main menu bar, then Sample Illustrations.

WebHelpMenu-Samples

 

 

Once the sales concept has been selected, you will arrive at a list of sample illustrations.  Each row is a sample illustration for the sales concept you selected.  Be sure to review the text in the column titled, Description of Sample Illustrations, the details are helpful in understanding the logic behind the input you are reviewing. Many sales concepts have more than one sample illustration, each showing a different technique which is explained in the description.

After reviewing the illustration and the assumptions, click the Preview button to view all of the selected reports.  Be sure to combine this with a review of the Guide to Marketing.  Review it all for the best understanding of the sales concepts in your InsMark System.  

When done reviewing Sample Illustrations, click the Exit button to exit the Sample Illustration mode.