Producers With Unassigned Accounts Or Policies
Contents
Click on the Assign Data Button from any Download module or click on Downloads from the Investment Sidebar Menu and click on Unassigned Accounts / Policies at the bottom of the menu.
Producers With Unassigned Accounts or Policies Overview
During the download process, accounts that cannot be matched with a client are set aside as unassigned. These are fully maintained, but just not available for regular reporting.
This screen tells you how many accounts need to be assigned and which producers they belong to.
How To Use This Screen
Just highlight the producer whose clients you want to assign and click on View and Assign Accounts/Policies. You'll be taken to the Assign Accounts and/or Policies Screen.
See Also
Assign Accounts and/or Policies
Assigning Accounts Part 1 (9:45)
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The person doing the assigning should be familiar with the producers' clients, especially the ones for which there are no registrations. |
