In addition to exporting a prediction, you can quickly send it from within Repredict to any third party. This is typically used to convert a prediction into a compliant illustration. Our InsMark integration also allows you to transfer data directly to any InsMark module.
Sending by Email
You can convert your predicted data into a compliant illustration by sending to your illustration desk or whoever runs your illustrations. Just click the "Make Compliant" button and complete form.
Enter the name and email address of the recipient and accept the default message or personalize with your own. Click "Submit" or "Submit & Save". Submit & Save will store the recipient information so you can re-use. The data on the current page will automatically be attached to an email as a csv file and sent using your message.
It is good practice to also attach the source illustration on which the prediction was based. This will allow the illustration desk to use all the same assumptions when trying to duplicate the prediction.
Transferring Data to InsMark
If you use InsMark for financial planning and specialty proposals, you can transfer the predicted data directly to any module of your account. Click the "Plan with InsMark" button, and a form will pop up with most of the fields already completed for you.
Repredict will auto-match the columns. Just complete the fields required by InsMark or load them if you have saved them before.
Make sure the columns all match up. If a relevant column is blank, choose the correct column to include that data in your transfer.
If the InsMark program is not already active, Repredict will open it for you. Just select the web or desktop module you wish to transfer the data.
Once your data is transferred, it will be available in the other InsMark modules as well. From within InsMark, you can easily navigate back to Repredict to create a new prediction by clicking the Repredict button.