Southern Cross : How to download Southern Cross data

Modified on Sun, 7 Apr, 2024 at 1:21 AM

Understanding your Southern Cross Healthcare data

You will need to have adviser access to the advisers area of Southern Cross https://advisers.southerncross.co.nz/

The data file only contains In Force policies, so if you have existing policies in Adviser CRM and they have since been cancelled, lapsed etc, these will not get updated with any data imports.

You will need to manually update these policies and benefits to their current status.

Your data file only contains In Force policies, so if you have existing policies in Adviser CRM and they have since been cancelled, you will need to manually update the Policies and Benefits.

IMPORTANT NOTES YOU NEED TO UNDERSTAND BEFORE YOU IMPORT YOUR DATA

What is included in your Southern Cross Healthcare data

Contact details as follows:

Name
Date of birth
Address
Email address
Phone

Policy details as follows

Product name
Premium frequency
Premium amount
Issue date

Benefit details as follows

Person insured
Benefit name

What is not included in your Southern Cross Healthcare data

Policy or benefit status
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
Sum assured
Contact smoking status
Contact occupation
Any loadings or exclusions
No excess details (but the excess is usually added to the benefit name)

Downloading your Southern Cross Healthcare data

After you login you will need to follow these steps (as per the screenshots provided)

My Portfolio
Reports
Report Type > Salesperson register report
Check to make sure your adviser code is in the right column
Generate Report

After your have generated the report, make sure you click Save Report and this will download a CSV file to your computer. This is the CSV file you need to upload to Adviser CRM.

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, Insurer Data Import Guide