Protection Product
- Roly Birkwood
The following column header will determine the second product, which will be assigned to the applicant(s) case.
The upload will fail if it doesn't match with a product name (See Product Type/Name values).
Header Name | Description | Format Information | Mandatory Field | Notes |
InsuranceSubType-2 | PRODUCT TYPE/NAME | E.G. Life Only / Life & Critical Illness / Income Protection | Yes | Exact product name required |
Product Type/Name values
The following product type/name descriptions are the default that come with the system and will be different if you change these values in System Settings > Products
Description |
Life Cover |
Life & Critical Illness |
Critical Illness |
Income Protection |
Multi Benefit |
Screenshot Example
The following column headers determine the product information to be assigned to the product above.
Header Name | Description | Format Information | Mandatory Field | Notes |
2-ReferenceNo | Product reference | A/12345-Z | Â | This can be a mixture of letter, number and special characters, as exampled to the left. |
2-ReferenceNo2 | Internal reference | A/12345-Z | Â | This can be a mixture of letter, number and special characters, as exampled to the left. |
2-Adviser | Protection Adviser | John Smith (Exact system user name) | Â | Please ensure users have been created in the system before uploading this data |
2-Administrator | Protection Administrator | John Smith (Exact system user name) | Â | Please ensure users have been created in the system before uploading this data |
2-Provider | Product Provider | AXA | Â | Â |
2-TaskText | Other useful product info | Free Text area | Â | Â |
2-Status | Product workflow status | New Enquiry | Â | Exact workflow stage name required |
2-Premium | Product premium | 12345.00 | Â | Do not include comma or pound signs |
2-SumAssured | Main sum assured | 12345.00 | Â | Do not include comma or pound signs |
2-Term | Product term | 25 | Â | Please only enter this value in YEARS |
2-DateWritten | Product written date | dd/mm/YYYY | Â | Â |
2-OnRiskDate | Product on-risk date | dd/mm/YYYY | Â | Â |
2-FollowupDate | Date for next chase-up | dd/mm/YYYY | Â | Â |
Status values
The following status descriptions are the default that come with the system and will be different if you change these values in System Settings > Protection Statuses
Description |
Not Discussed |
Appointment Booked |
Quotation Provided |
Declined by Client |
Application Submitted |
With Underwriters |
Medical Report |
Acceptance Terms Issued |
Policy on Risk |
Paid |
Not Applicable |
Clawed Back/Lapsed |