Creating a New Illustration

The process of starting a new illustration begins on the Start New Illustration page.

1. On the Go To menu, click Create a Product Illustration

   -or-

   On the Home page navigation pane, click New Illustration.

   The Start New Illustration page opens over the dimmed Home page.

2. On the Start New Illustration page, select the Source Information for the new case:
   1. In the list, select the Issue State for the owner of the policy or contract.
   2. In the list, select the Product Type that you are illustrating. Available products will then display in the Product Selection grid.
   3. In the list, select a Sales Concept.
3. In the Product Selection grid, select the product to illustrate.
   • Product Name displays the name of each available product that is approved in the Issue State. Click a product name in this column to select that product for the illustration.
   • Description displays a brief description of each available product.

   After selecting a Product Name, the Concept and/or Client Information Page opens and the navigation pane displays the Manage Case pages for the type of product you have selected to illustrate.

4. Start at the top of the pane with the first page and complete each section from top to bottom.

   Data Input Field Help can be accessed by positioning the mouse pointer over the data input field name and clicking on it to display help information.

5. On the lower left, you can view summary values. To dynamically change summary values, use the date picker.

   Use the date picker to view policy or contract summary values for a year or age:

   1. To the right of the Values as of box, click to open the date picker.
   2. Slide the red bar to the right or left to dynamically calculate and display the illustration summary values according to the year or age selected in the date picker.

      In the following example, the date picker is set to Policy Year 15. The Summary Values displays the illustration calculated values through the 15th Policy Year (equivalent Age 60).

      

6. After completing the illustration entries, click Quick View in the navigation pane to preview the calculated illustration values.
7. Click Reports in the navigation pane to select Reports Options, Producer Information and Reports Display options to include in the reports. Then click the Run Reports link to create and preview the reports.
8. Do one or more of the following:
   • Click Run Reports in the toolbar to create and preview the reports.
   • Click Save in the toolbar to open the Save page and choose a Case Name and Folder Location to save the case.
   • Click Save As in the toolbar to open the Save page and choose a new Case Name and Folder Location.
   • Click Close in the toolbar to close the illustration without saving any information.
   • Click Copy To to open the Copy To page and copy the illustration inputs to a new illustration.
   • Click Insmark to send the illustration values and launch the software to create supplemental presentations.