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How to download Southern Cross data

Understanding your Southern Cross Healthcare data before you import the data

You will need to have adviser access to the advisers area of Southern Cross https://advisers.southerncross.co.nz/
 
The data file only contains In Force policies, so if you have existing policies in Adviser CRM and they have since been cancelled, lapsed etc, these will not get updated with any data imports.
 
 
You will need to manually update these policies and benefits to their current status.
 
Your data file only contains In Force policies, so if you have existing policies in Adviser CRM and they have since been cancelled, you will need to manually update the Policies and Benefits
 

What is included in your Southern Cross Healthcare data

  1. Contact details as follows
    1. Name
    2. Date of birth
    3. Address
    4. Email address
    5. Phone
  2. Policy details as follows
    1. Product name
    2. Premium frequency
    3. Premium amount
    4. Issue date
  3. Benefit details as follows
    1. Person insured
    2. Benefit name

What is not included in your Southern Cross Healthcare data

  1. Policy or benefit status
  2. Sum assured
  3. Contact smoking status
  4. Contact occupation
  5. Any loadings or exclusions
  6. No excess details (but the excess is usually added to the benefit name)

Downloading your Southern Cross Healthcare data

After you login you will need to follow these steps (as per the screenshots provided)
  1. My Portfolio
  2. Reports
  3. Report Type > Salesperson register report
  4. Check to make sure your adviser code is in the right column
  5. Generate Report