Partners Life : How to download your Partners Life data

You can import multiple agency codes into a a user account in Adviser CRM. This is specifically useful if you have a different agency code for referral arrangement or client base acquisitions.

You need to follow the usual steps to import insurer data which you can watch the Partners Life : Data Import Guide, but there are a few more options if you want to import more than one agency code that is in the same file you downloaded from Partners Life.

1. Select the Partners Life file like you normally would.

2. Click Select Specific Adviser Data

3. Click the Arrow Down and you will now see a list of agency codes you can import data from. It is important to understand that if you select multiple agency codes, they will all be imported into your user profile in Adviser CRM.

4. Click to select each separate agency code, the image below have the agency codes blurred out for privacy reasons.

5. You will then see the number of agency codes selected, which in this case is three, then click Add Partners Life Data.

6. Add your email address and click Sync Data to start the import process.