Changing Producer Information for Reports

1. Start an 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.

   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.

2. Complete each section of the illustration, working from top to bottom and using the navigation pane links to go to sections of the illustration.
3. In Reports, click the Producer Override link.
4. On the Producer Override page, make any changes to the producer information for this illustration.

   To return to the original producer information and not save any changes, click Reset.

5. Click OK to save the producer information changes for this illustration output reports.

   NOTE: Changes made here are not saved in Contact Management.