AFLAC Regional Download
Contents
From any View Screen, click on the Insurance Button on the Sidebar Menu. Then click on the Download Icon and choose the AFLAC Download.
Overview
This download is designed for AFLAC top level managers, such as those managing an entire state or very large region. The data is acquired from the AFLAC Home Office.
Once the spreadsheet is located on the user's local computer, it can then be imported into Advisors Assistant.
Modules Needed
In order to run the AFLAC Download, you must have the Insurance Module and also the optional AFLAC Download Module.
File Format Requirements
In order to be imported, the file must meet the following requirements:
1.It must be an Excel Spreadsheet in the format of Excel 97 to 2003. The extension will be XLS. Office 2007 Excel files will not work if they have the extension XLSX.
2.The file must exactly match the layout shown below. If even one field is out of order or missing, the import will not work.
AFLAC Excel File Layout
The file layout matches the selection of all fields (As of June 2008) from the AFLAC Home Office software.
The field name and the field numbers are shown below. The field number designates the order of the fields.
1. |
Aflac Company Identification |
24. |
Estimated Group Start Date |
2. |
Servicing SSC Name |
25. |
Broker Number |
3. |
Servicing SSC Email |
26. |
Svc Agent Entity Nbr |
4. |
Servicing SSC Number |
27. |
Flex/Cafe Current Year Start Date |
5. |
Servicing RSC Name |
28. |
Flex/Cafe Current Year End Date |
6. |
Servicing RSC Email |
29. |
Servicing State Operation |
7. |
Servicing RSC Number |
30. |
Servicing State Op Id |
8. |
Servicing DSC Name |
31. |
Broker SIT Code |
9. |
Servicing DSC Number |
32. |
Broker NSB Level |
10. |
Svc Agent Name |
33. |
Broker Begin Date |
11. |
Svc Agent Email |
34. |
Broker End Date |
12. |
Svc Agent Status |
35. |
Servicing SSC Contract/Hire State |
13. |
Svc Agent Sit Code |
36. |
Active Policyholders |
14. |
Svc Agent Writing Number |
37. |
Employee Count |
15. |
Svc Agent Termination Dt |
38. |
Account Penetration Percent |
16. |
Group Name |
39. |
Active Policy Count |
17. |
Group Number |
40. |
Active Annual Premium |
18. |
Group Status Code |
41. |
Contact Name (Principal) |
19. |
Months Inactive |
42. |
Contact Phone Number |
20. |
Last Serviced Date |
43. |
Location City |
21. |
State Code (Numeric) |
44. |
Location Address Line 1 |
22. |
Geographical Code |
45. |
Location State |
23. |
Special Group Flag |
46. |
Location Zip Code |
Running The Download
To run the download:
1.Acquire the file from the AFLAC Home Office and copy it to your local computer, remembering the location.
2.Log into Advisors Assistant.
3.Choose the Insurance Button on the Side Bar Menu.
4.Click on Downloads (the small arrow next to the Downloads Icon.
5.Choose the AFLAC Download.
6.Navigate to the file in Step 1.
How Fields Are Processed
How each field is treated is shown in the table below.
|
Description |
Action Taken |
1. |
Aflac Company Identification |
AFLAC |
2. |
Servicing SSC Name |
Not Processed |
3. |
Servicing SSC Email |
Not Processed |
4. |
Servicing SSC Number |
Not Processed |
5. |
Servicing RSC Name |
Linked to group / Updated |
6. |
Servicing RSC Email |
Processed / Updated |
7. |
Servicing RSC Number |
Processed / Updated |
8. |
Servicing DSC Name |
Linked to group / Updated |
9. |
Servicing DSC Number |
Flex Field 30 / Updated |
10. |
Svc Agent Name |
Primary Producer / Not Updated |
11. |
Svc Agent Email |
Processed / Not Updated |
12. |
Svc Agent Status |
Not Processed |
13. |
Svc Agent Sit Code |
Not Processed |
14. |
Svc Agent Writing Number |
Flex Field 30 / Not Updated |
15. |
Svc Agent Termination Dt |
Not Processed |
16. |
Group Name |
Processed / Not Updated |
17. |
Group Number |
Flex Field 30 / Not Updated |
18. |
Group Status Code |
Processed / Updated |
19. |
Months Inactive |
Flex Field 7 / Updated |
20. |
Last Serviced Date |
Not Processed |
21. |
State Code (Numeric) |
Not Processed |
22. |
Geographical Code |
Flex Field 29 / Updated |
23. |
Special Group Flag |
Not Processed |
24. |
Estimated Group Start Date |
Flex Field 21 / Updated |
25. |
Broker Number |
Flex Field 27 / Updated |
26. |
Svc Agent Entity Nbr |
Not Processed |
27. |
Flex/Cafe Current Year Start Date |
Flex Field 15 / Updated |
28. |
Flex/Cafe Current Year End Date |
Flex Field 16 / Updated |
29. |
Servicing State Operation |
Not Processed |
30. |
Servicing State Op Id |
Not Processed |
31. |
Broker SIT Code |
Not Processed |
32. |
Broker NSB Level |
Not Processed |
33. |
Broker Begin Date |
Not Processed |
34. |
Broker End Date |
Not Processed |
35. |
Servicing SSC Contract/Hire State |
Not Processed |
36. |
Active Policyholders |
Flex Field 2 / Updated |
37. |
Employee Count |
Flex Field 1 and Number of employees / Updated |
38. |
Account Penetration Percent |
Flex Field 5 / Updated |
39. |
Active Policy Count |
Flex Field 3 / Updated |
40. |
Active Annual Premium |
Flex Field 4 / Updated |
41. |
Contact Name (Principal) |
Addressee / Not Updated |
42. |
Contact Phone Number |
Primary Phone / Not Updated |
43. |
Location City |
Address / Not Updated |
44. |
Location Address Line 1 |
Address / Not Updated |
45. |
Location State |
Address / Not Updated |
46. |
Location Zip Code |
Address / Not Updated |
Updated means that subsequent processing of new files will replace the field with new data. Not updated means that the new data will not overwrite old data. The field is designed to be maintained by the office. This is usually because the office may have newer information than the Home Office.
When a Flex Field is shown, it is the Name Flex Field where the data is written. If the data just shows Processed, it will be put in the normal Advisors Assistant Field.
Support
Technical Support extends to the use of Advisors Assistant and not exporting the AFLAC file. Our support personnel do not know how to acquire the file from AFLAC.
|
Be sure you are backed up before running a new download because the data replaced cannot be undone without restoring the backup. |
