How to add a Life Benefit to a Policy

 

If you manually add Life Benefits to a Life Policy you MUST use the exact benefit name the insurer uses otherwise the import tool will see this as a different Life Benefit and ad an additional Life Benefit and you will end up with duplicate benefits.  Our Data Import tool will add or update all the following.

Some insurers will provide more or less details but the is the basic information that your Life Benefits will contain, if you use our Data Import tool.