Start an Illustration from Contact Management

Start an illustration from contact management to import contact (participant) data to the illustration immediately. This is especially useful when starting a composite illustration from contact management to import several contacts in a single step.

  1. On the left, click the Contact Management navigation button to open the Contact List page.
  2. In the View list, select the type of contact by which to filter the list: Individuals, Producers, Businesses, or Trusts.

    Example: To start a composite illustration for a family, select Individuals in View and select the individual family member contacts for the illustration.

  3. Click the New Case button.

    The New Case dialog box opens.

  4. Select an Illustration Method, Line of Business, Product Type or Concept Type, Nation and Jurisdiction as applicable.
  5. Click a Product Name or Concept Name in the grid.

    A different New Case dialog box opens to the Select Contact tab with the participants already selected in the Contacts section.

  6. Go to the Illustration section of the Select Contact tab.

  7. Select the type of illustration. Select Standard for a single illustration. Select Composite for multiple illustrations combined into one illustration.
  8. Select the Primary Participant for the illustration. For a Standard (single) illustration, this is the primary participant. For a Composite illustration, this is the primary participant in the first illustration created when the case is opened.
  9. Select the Illustration Role for the primary participant.
  10. Enter a Case Name for the illustration.
  11. Click the OK button.
  12. The illustration opens.

See Also:

Illustrate by Product

Illustrate by Sales Concept

Illustrate by Template

Illustrate Using Published Templates

Illustrate Inforce Reprojection

Create a Composite Illustration

Create a Multilife Illustration

Create an Illustration Template

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