Illustrate Inforce Reprojection

Begin an Inforce Reprojection Illustration

Select an input option for the inforce reprojection illustration in the Create Inforce Case Using list.

• Import/Download Policy downloads the inforce policy values for the new illustration.
  1. Enter a Policy Number and click the Get Policy Information button to download inforce policy information.

  2. Click Illustrate to begin an inforce policy illustration.

     (Optional) Click Cancel to cancel the inforce illustration process.

• Download Group downloads the group inforce values for a Multilife illustration.
  1. Enter a Group Number and click the Get Group Information button.

  2. Click Illustrate to begin the inforce group illustration.

     (Optional) Click Cancel to cancel the inforce group illustration process.

Complete the Illustration for an Inforce Policy

On the left, use the navigation buttons to move among the pages in the active case. Work from top to bottom and complete all sections on each page.

1. On the left, the Product navigation button is active. Review the information on the Inforce Policy Values page. Enter client-specific data for the new inforce reprojection illustration on the Product pages, which includes the Inforce Policy Values page. Use the navigation tabs at the top to move among the Product pages. NOTE: The Change Product option is not available with inforce.

2. After completing the product illustration entries, click the Quick View navigation button to go to the Quickview dialog box and view the calculated illustration values.

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

   Columnar Display

   1. Select a View Option in the list. View options include standard views and your custom views.

   2. Scroll down to view all of the information.

   Graph Display

   1. Select a View Option in the list. View options include standard views and your custom views.

   2. Select an option in each of the Chart Type and Based On lists.

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

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

   Click the close button on the upper right to close the Quickview dialog box and return to the previous page.

   For instructions on creating, renaming, and deleting custom views on the Custom View Manager tab, see Quickview.

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

   NOTE: The available sections and options on the Reports page vary by line of business and product or concept 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 supplemental reports to include.
   3. (Optional) In the Producer Information section, enter producer override information for the current case only. ForeSight saves the producer information within the active case.

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

      The reports open in a PDF viewer.

   5. 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.

4. Do one or more of the following on the menu bar:

   • Click Save to go to the Save dialog box and enter a Case Name and Folder Location to save the case.
   • Click the Down Arrow on the right of the Save menu and then click Save As to go to the Save As dialog box and save the case with a new name and folder location or to save the case as a user-defined template to use as a starting basis for new illustrations.
   • Click Close and click Yes on the Close dialog box to close the case.

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