This report is available after the file is processed

Overview

Advisors Assistant uses the policy number and the Plan Code or Plan Description sent by the insurance company to match the policies.  If it cannot find the Plan among the existing coverages for the existing policy, it will secondarily use of Effective Date  and Issue Date.

 

How To Run The Report

The End of Process / Download Report will be available until you do the next download.  Therefore, you should print if or save it as a PDF before running any other downloads.

To run the report, click on the Report Button from the Download Screen.

You can navigate to the Download Screen:

1.Click on Insurance on the Sidebar Menu.

2.Click on the Downloads Icon's small arrow to the right of the Icon.

3.Choose the Insurance Download you wish to use.

4.Click on the Report Button.

Until you perform your next download, the last report is stored so you can rerun it.

What To Do With Exceptions

Exceptions were not added to the database and will not be added until your modify the Coverage Plan Abbreviation in Advisors Assistant and set the issue date and benefit amount in Advisors Assistant.  The policy was not added as a new policy because there were partial matches and it was not clear if a new policy should be added.

For information about modifying the Coverage Plan Abbreviations, please click HERE.

Benefits And Effective Dates

If the effective dates and benefits don't match, you need to go to the individual policy and resolve those issues.  There could have been a mistake made on manual entry.

1.Check that the benefits match.  If they don't match, you will need to resolve this with the Home Office.  Most likely, the information was entered wrong into Advisors Assistant.

2.Check the Effective Date in Advisors Assistant for that policy if they are reported as different.  If there should actually be two coverages of the same plan and policy number, you will need to add the second coverage, effective date and benefit manually and they will update from then on.

You may have several exceptions with different policy numbers for the same Coverage Plan Abbrevaition (Code).  You only need to change it once and that change will take care of all the policies with that code.

Rerun BoB or PAAR Download

After taking care of your exceptions, you can rerun the BoB download.  Click HERE for how to save time on rerunning.

What To Do For Needs Review

Needs review means that the Plan Names and Codes did not match, but other information such as Effective Date (Issue Date) and benefit amount did match.

If you set up you plan codes using steps 1 through 5 above to match what is coming in the download, your next download will not have the Need's Review section.

See Also

Adding / Matching Insurance