How to add Life Benefits to a Life Policy

Modified on Sat, 16 Mar, 2024 at 12:44 AM

You can manually add Life Benefits to a Life Policy but our advice is to not add them manually and let the Insurer Data Import tool add all your benefits and keep them updated.

If you manually add Life Benefits to a Life Policy you MUST use the exact benefit name the insurer uses otherwise the import tool will see this as a different Life Benefit and ad an additional Life Benefit and you will end up with duplicate benefits.  Our Data Import tool will add or update all the following.
  1. Life Assured
  2. Sum Assured
  3. Premium
  4. Benefit Name
Some insurers will provide more or less details but the is the basic information that your Life Benefits will contain, if you use our Data Import tool.


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