Working with Client Workbooks

Data storage in InsMark is easiest when arranged in Client Workbooks which contain illustrations for your client.  For each client workbook you create, you can develop an unlimited number of proposals.

Each proposal can be a combination of source data (imported from your carrier's system or hand-entered) that is illustrated by an InsMark concept of your choice.  This makes for easy and efficient organization of all of your reports for a particular client or prospect.  For example, within one client workbook, you might have various illustrations, each with varying policy options.  The plan design possibilities are endless!