Accuro Data

Understanding your Accuro data

IMPORTANT NOTES YOU NEED TO UNDERSTAND BEFORE YOU IMPORT DATA

Accuro do not provide any client data download facilities for advisers from their website.

You will need to request your data from your Accuro BDM and ask them to send you a download of your client data

You should download the sample file attached to the bottom of this article and send it to your BDM when you ask them for your data, and ask them to look at the sample file attached to make sure it has the same column names.

Once you receive the file, it is advisable that you check to make sure they sent you the correct information and that it does match your sample file attached to this article.

If they match, then you can import the data, and if they do not, you will need to go back to your BDM and ask them for a new file that does match your sample file.
Please do not send us the file to check, you will need to check it yoursel

A sample file is attached at the bottom of this article

What is included in your Accuro data

Contact details as follows

1. Contact name
2. Address
3. Date of birth
4. Mobile
5. Phone
6. Email

Policy details as follows

1. Product name
2. Policy number
3. Issue date
4. Premium frequency
5. Premium amount

Benefit details as follows

1. Person insured
2. Benefit name
3. Premium frequency
4. Premium amount

What is not included in you Accuro data

1. Policy or benefit status
2. It is important to understand that no policy status is provided so we make the assumption that all policies in the file are In Force only.  You will need to manually update any policy or benefit statuses if they change from In Force to any other status, please view this article  How to bulk update Life Policy statuses
3. Sum assured
4. Contact smoking status
5. Contact occupation
6. Any loadings or exclusions
7. No excess details (but the excess is usually added to the benefit name)

Once you have your data files, you can import your data to Adviser CRM by following the instructions in this step by step video tutorial CLICK HERE