Illustrate by Sales Concept

Begin a Sales Concept Illustration

  1. On the Navigation Pane, do one of the following to start a new illustration.

    • Click Home to open the Start Illustration page.
    • Click New Case to open the New Case dialog box.
  2. In the Illustration Method section list, select Illustrate by Sales Concept.

  3. Select an option from each of the Line of Business, Nation, Jurisdiction and Presentation Type lists.

    Tip Icon Nation is hidden when only one Nation is available. Presentation Type is hidden when Standard is the only presentation type available.

  4. Click a link in the Concept Name column of the grid to begin an illustration (active case) for the selected concept.

    The Start Illustration or New Case dialog box opens.

  5. 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.

      Tip Icon In the Birthdate field, click the calendar Calendar Button 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 or in an external CRM: 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.

  6. In the Illustration group, enter the Case Name.

  7. Click OK to begin an illustration (active case) for the selected concept.

Complete the Illustration on the Active Case Pages

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 Concept navigation button is active. Enter client-specific data for the sales concept. ForeSight requires a product selection on one of the concept illustration pages. Use the navigation tabs at the top to move among the Concept pages.

    (Optional) Click the Down Arrow on the right of the Concept navigation button and click Remove Concept to remove the concept from the active case. If applicable, click the Add Concept navigation button to go to the Select Concept dialog box and add a different sales concept to the illustration. For instructions on adding, changing or removing a concept for an active case, see Concept.

  2. Click the Product navigation button to go to the Product pages. Enter client-specific data for the illustration on the Product pages. Use the navigation tabs at the top to move among the Product pages. For instructions on changing the product from the Concept page, see Concept.

  3. After completing the concept and product illustration entries, click the Quick View navigation button to go to the Quickview dialog box to 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.

    2. Scroll down to view all of the information.

    Graph Display

    1. Select a View Option in the list.

    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.

  4. 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 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 or Stand Alone 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 Concept plus Illustrations 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 Print Button button to print the report or click the save button to save the report.

  5. 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 select a 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.

  6. After running reports and saving the case, click the Application navigation button to go to the Application page and create an application for the case. Click the Create Application button to begin the application process. For more instructions, see Application.

    NOTE: This feature is available only when ForeSight integrates with an electronic application fulfillment system such as FireLight®.

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