Various guides on how to export client listings from carrier portals/websites.
The instructions below have been provided by the carriers, therefore formats and language may vary.
If you're a premier subscriber, once the file is obtained, email it to imports@lifedesignanalysis.com. From there it will be formatted and imported into LDA for you.
Assumption Life
Must be obtained from their website. Follow the instructions below to get the file.
Assumption Life Instructions:
www.producerscorner.ca<http://www.producerscorner.ca>.
1) Login
2) In the right panel on the screen - Access For Life - provides a list of all Inforce Policies.
BMO:
Requires a portal login.
1)When logging into Advisor Support, you will now see Policy Listing – Export Policy Listing.
2)Once you have made your selections, click the Create Export File; the information will be displayed in spreadsheet format.
The Edge Benefits
If you require commissionable advisor information, please write insurance.agencyservices@bmo.com to request a listing of your business that would include commission information.
Must be completed through their website. Follow these instructions to access the file:
1) Please use your EDGE code and password to log into your Advisor Homepage on www.edgebenefits.com
2) On your Member Homepage please scroll down to the heading ‘Sales Resources’
3) Under ‘Sales Resources’ please select the icon ‘General Reports’
4) Select ‘In Force Business’, choose a date range and click ‘View Report’
5) At the top of the report you may select a format (Excel) and export to your computer
6) Email the file to brandon.donkersgoed@lifedesignanalysis.com
Foresters:
You are able to run reports and obtain all the information you require from Blue Sky.
-Please go to Blue Sky
-Click on Reporting Tab
-policy listing
-Enter the agent ID
-Select the Policy Status
-Click on View Report (on the far right of the screen)
-Click on Export (from the pull down menu you can selecte Excel, PDF, etc)
Manulife
The list provided through repsource *may* be incomplete. If so, email your Manulife wholesaler and request a "term opportunity report" and an "account listing report".
Sign on to My Clients
Click on 'Advanced Customer Search'
Scroll down to the 'Plan' section
· Highlight 'Inforce'
Scroll down to the 'Advisor' section
· Input the advisor name
· Click on 'Find Advisor'
· A list of distributors will appear
· Highlight the advisor you require
· Click on 'Add'
Click on 'Search'
· A list of the advisor's business will appear
UL Mutual
Must visit their web portal to export a spreadsheet
UV Mutuelle
Must visit their web portal to export a spreadsheet