Create a Composite Illustration

1. On the left, click the Home or New Case navigation button.

2. On the Start Illustration page or New Case dialog box, select an Illustration Method, Line of Business, Product Type or Concept Type, Nation and Jurisdiction as applicable. In the grid, select a Product Name or Concept Name.

   The Start Illustration or New Case dialog box opens.

   1. Enter a new contact or select an existing contact for the Primary Participant:

      • For a new contact: on the Input Client tab, enter client information in the First Name, Last Name, Birthdate, Age and Gender fields.

        In the Birthdate field, click the calendar button, select a month and year in the calendar, then click a day of month to enter the birth date.

      • For an existing contact saved in Contact Management: on the Select Contact tab, select a check box next to a name in the Client Name column of the grid or enter the contact's last name in the Search for Contacts box and click the search button to filter the list and select a contact.
   2. In the Illustration group, select an Illustration Role in the list, enter the Case Name, and select the Composite option.

   3. Click OK.

      ForeSight populates the contact's information into the applicable fields and opens the composite illustration.

3. Fill in the illustration information using the navigation tabs to move among the illustration pages.

   In Composite illustrations, Table Input is a navigation button on the left.

4. Add another participant to the Composite illustration:

   1. On the left, click the Composite navigation button.
   2. On the Composite Details page in the Participants section, click the Add Participant button.

   3. In the Add/Edit Client dialog box, do one of the following:

      • For a new contact: on the Input Client tab, enter client information in the First Name, Last Name, Birthdate, Age and Gender fields.
      • For an existing contact saved in Contact Management: on the Select Contact tab, select a check box next to a name in the Client Name column of the grid or enter the contact's last name in the Search for Contacts box and click the search button to filter the list and select a contact.

      ForeSight populates the selected contact's information into the applicable fields on the illustration.

5. Add another illustration to the Composite illustration.

   1. Above the illustration pages to the right of the case name tab , click the plus button to add another illustration to the Composite illustration.

      The Select Product dialog box opens.

   2. Select a Line of Business, Product Type, Nation, Jurisdiction and Party as applicable.

      NOTE: Party list selections are limited to the original Party and the participants you added in step 4c.

   3. In the grid, click a Product Name link as applicable.

      An illustration opens and is added to the Composite illustration for the selected Party.

   4. On the left, click the Illustrations navigation button.
   5. On the Client page, select the Insured or Annuitant name in the list.
   6. Using the navigation tabs to move among the illustration pages, fill in the applicable illustration information for the selected participant. NOTE: Reports selected for one participant will apply to all participants in the Composite illustration.
6. Expand the ForeSight window to the full size of the screen to view two of the Composite illustrations side by side. If the Composite illustration contains more than two illustrations, click the down arrow on the right of the case name tab in each view and select another illustration from the list.

7. On the left, click the Quick View navigation button to calculate and view the illustration values. The Quickview dialog box opens to the Columnar Display tab and displays overall Composite illustration information.

   Click a navigation tab for the format in which to view the calculated values.

   Columnar Display

   1. In View Category, select a Party Name and product to display illustration information and values for only the selected Party's illustration. NOTE: The same Party can have multiple illustrations for different products.
   2. In View Option, select a standard view.

   Graph Display

   1. In View Category, select a Party Name to display illustration information and values for only the selected Party.
   2. In View Option, select a standard view.
   3. Select an option in each of the Chart Type and Based On lists.

   4. In the Graph section, select the check box for each value to include on the graph.

      Clear a check box to exclude the value from the graph.

   On the upper right, click to close Quickview.

8. Click the Reports navigation tab to go to the Reports page, select reports, and create, preview, print and save reports.

   NOTE: The available sections and options on the Reports page vary by line of business and product for the active case.

   1. In the Reports Options section, select the Years to Illustrate, if applicable.
   2. In the Reports Display or Report Setup section, point to to view required reports that are automatically included in the illustration reports. You can select the check box for any stand alone pages, optional or supplemental reports to include.

   3. Click Print Illustration as Selected or select an option from the list to create the reports.

      The reports open in a PDF viewer.

   4. Use the PDF viewer controls to save and print the reports. Pause the mouse over the PDF report page until the PDF reader toolbar appears. Click the print button to print the report or click the save button to save the report.

9. Save the Composite illustration:

   1. On the menu bar, click Save. If you did not previously save the illustration with a case name, the Save dialog box opens.

   2. On the Save dialog box, type a Name in the box.

   3. In Folder Location, select an existing folder from the list.

      To add a new folder for the case, type a folder name in New Folder Name and click Add Folder.

   4. Click Save to save the Composite illustration and return to the previous page. Click Cancel to return to the Composite illustration without saving.

10. (Optional) Create an application.

    NOTE: This feature is available only when ForeSight is integrated with an e-application program, such as FireLight^®.

    1. On the left, click the Application navigation button.
    2. In the left column of the Application page, select the option button for the Participant Name and Product.

    3. Click Create Application.

       The e-application program opens in a separate window and displays the application in data entry mode.

       Complete and sign the application as applicable for the participant/owner.

    4. Repeat steps a through c for each Participant Name/Owner as applicable.

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 Trustsand then select the applicable contacts in the grid.

   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.

   1. Select an Illustration Method in the list. Illustrate by Product is the default.
   2. Select Line of Business, Product Type, and Jurisdiction in the lists. Select a Nation if more than one nation is available.

   3. Click a Product 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.

   4. Go to the Illustration section of the Select Contact tab.
   5. Select the type of illustration. Select Composite for multiple illustrations combined into one illustration.
   6. Select the Primary Participant for the illustration. For a Composite illustration, this is the primary participant in the first illustration created when the case is opened.
   7. Select the Illustration Role for the primary participant.
   8. Enter a Case Name for the illustration.
   9. Select the Composite option button.

   10. Click the OK button.

       A Composite illustration opens for the Primary Participant.

4. Fill in the illustration information using the navigation tabs to move among the illustration pages.

   In Composite illustrations, Table Input is a navigation button on the left.

5. Above the illustration pages to the right of the case name tab , click the plus button to add another illustration to the Composite illustration.

   The Select Product dialog box opens.

6. Select a Line of Business, Product Type, Nation, Jurisdiction and Party as applicable.

   NOTE: Party list selections are limited to the original participants you selected in Contact Management.

7. In the grid, click a Product Name link as applicable.

   An illustration opens and is added to the Composite illustration for the selected Party.

8. On the left, click the Illustrations navigation button.
9. Using the navigation tabs to move among the illustration pages, fill in the applicable illustration information for the selected participant. NOTE: Reports selected for one participant will apply to all participants in the Composite illustration.
10. Expand the ForeSight window to the full size of the screen to view two of the Composite illustrations side by side. If the Composite illustration contains more than two illustrations, click the down arrow on the right of the case name tab in each view and select another illustration from the list.

11. On the left, click the Quick View navigation button to calculate and view the illustration values. The Quickview dialog box opens to the Columnar Display tab and displays overall Composite illustration information.

    Click a navigation tab for the format in which to view the calculated values.

    Columnar Display

    1. In View Category, select a Party Name to display illustration information and values for only the selected Party.
    2. In View Option, select a standard view.

    Graph Display

    1. In View Category, select a Party Name to display illustration information and values for only the selected Party.
    2. In View Option, select a standard view.
    3. Select an option in each of the Chart Type and Based On lists.

    4. In the Graph section, select the check box for each value to include on the graph.

       Clear a check box to exclude the value from the graph.

    On the upper right, click to close Quickview.

12. Click the Reports navigation tab to go to the Reports page, select reports, and create, preview, print and save reports.

    NOTE: The available sections and options on the Reports page vary by line of business and product for the active case.

    1. In the Reports Options section, select the Years to Illustrate, if applicable.
    2. In the Reports Display or Report Setup section, point to to view required reports that are automatically included in the illustration reports. You can select the check box for any stand alone pages, optional or supplemental reports to include.

    3. Click Print Illustration as Selected or select an option from the list to create the reports.

       The reports open in a PDF viewer.

    4. Use the PDF viewer toolbar to view, print and save the rendered reports.

13. Save the Composite illustration:

    1. On the menu bar, click Save. If you did not previously save the illustration with a case name, the Save dialog box opens.

    2. On the Save dialog box, type a Name in the box.

    3. In Folder Location, select an existing folder from the list.

       To add a new folder for the case, type a folder name in New Folder Name and click Add Folder.

    4. Click Save to save the Composite illustration and return to the previous page. Click Cancel to return to the Composite illustration without saving.

14. (Optional) Create an application.

    NOTE: This feature is available only when ForeSight integrates with an e-application program, such as FireLight^®.

    1. On the left, click the Application navigation button.
    2. In the left column of the Application page, select the option button for the Participant Name if more than one participant is included in the composite illustration.

    3. Click Create Application.

       The e-application program opens in a separate window and displays the application in data entry mode.

       Complete and sign the application as applicable for the participant/owner.

    4. Repeat steps a through c for each Owner as applicable.