Importing Data
Learn how to import all your Life Policies, Kiwisaver Investments, and Fire and General Policies.
- How to import all your product data into Adviser CRM
- How to get your AIA Living Data
- How to download AIA Insight Data
- How to get your AON Stylecover data
- How to download Asteron Data
- How to get your Booster data
- How to get your Chubb Data
- How to download Fidelity Life data
- How to download NIB data
- How to get your NZ Funds data
- How to download Partners Life data
- How to import multiple Partners Life agency codes into Adviser CRM
- How to get your Pathfiner data
- How to download Southern Cross data
- How to get your Unimed data