How to get your AIA Living Data
You will have to request your client data from your BDM.
Important notes you need to understand BEFORE you import your data
AIA do not provide any client data download facilities for advisers, so you will need to request your data from your AIA BDM. When we use the term AIA we are also referring to Sovereign policies as well.
You will need to contact your BDM and ask them to send you a client download file of all your clients from their SLOGANS system and here are the instructions you should copy and paste when asking for the information.
- Enter Broker – Provide Agency code
- Policies/Proposal Status – All Policy/Proposal Status(s)
- Show Benefits? – Yes
- Show Fund Information – No
- Select a Product(s) ? – All
- Broker Hierarchy – Include Full Broker Hierarchy
- Show Quick Standard Status – Yes
- Show NPW Columns – Yes
- Lives on the Policy/Proposal – All Lives on the Policy/Proposal
- Date Selection – No Date restriction
You can download a PDF with instructions to send to your AIA BDM, and they MUST send it to you as a CSV file NOT and Excel file.
Click here to download PDF instructions
What is included in your AIA data
- Contact details as follows
- Contact name
- Address
- Phone
- Date of birth
- Smoking status
- Gender
- Occupation
- Policy details as follows
- Product name
- Policy number
- Issue date
- Premium frequency
- Policy premium
- Policy status
- Benefit details as follows
- Person insured
- Sum assured
- Benefit name
- Benefit premium
- Issue date
- Benefit status
What is not included in your AIA data
- Any loadings or exclusions