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How to download Partners Life data

Downloading and understanding your Partners Life data

Out of all the insurers data downloads, Partners Life provide the most data.  You cannot open the Partners Life data file because it is not an Excel or CSV file, it is an XML file which is our preferred format and an industry wide preferred format when exchanging data between two different systems.
 
Unlike a lot of other insurers, Partners Life give you data for all policies, including policies that are not In Force so any policies that have been cancelled or lapsed will also get updated to the correct status in Adviser CRM .  For example, if the policy has been cancelled, lapsed etc then the next data import will change the policy and benefits from In Force, to their new status of lapsed, cancelled etc so you do not have to maintain your policy and benefit statuses manually.
 

What is included in your Partners Life data

  1. Contact details as follows
    1. Contact name
    2. Date of birth
    3. Gender
    4. Smoking status
    5. Address
  2. Policy details as follows
    1. Product name
    2. Premium
    3. Premium frequency
    4. Issue date
    5. Policy status (all statuses)
  3. Benefit details
    1. Person insured
    2. Benefit name
    3. Benefit premium
    4. Loadings and Exclusions
    5. Benefit status (all statuses)
 
When Partners Life supply the benefit Exclusions, they do not provide the full wording of the exclusion, they will provide a few words or less, to give you an indication of what the exclusion is for.
 

What is not included in your Partners Life data

  1. Contact occupation

Downloading your Partners Life data

1. Log into your Partners Life adviser area and click Reports > CRM Downloads

 
 
2. Click Download File in the Adviser CRM option.