Chubb Data

Understanding your Chubb data

Chubb do not offer any data downloads directly from the adviser area of their website so you need to request your data from your Cigna BDM and ask them for an E-Broker Download of your client data.

Your Chubb data file only contains In Force policies, so if you have existing Chubb policies in Adviser CRM and they have since been cancelled, lapsed etc, these will not get updated to their current status because the data only contains In Force policies.

You will need to manually update your Chubb policies to any status other than In Force, and remember, you will need to update the Policy Status and the Life Benefits Status as well.

The data you get from your Chubb BDM will contain three files as follows;

• Client file
• Policy file
• Benefit file

Our Chubb import tool allows for all three files to be uploaded at the same time.

What is included in your Chubb data

Contact details as follows

1. Contact name
2. Address
3. Gender
4. Date of birth
5. Occupation class
6. Phone
7. Policy details as follows

Product name

1. Policy number
2. Issue date
3. Premium frequency
4. Premium amount
5. Policy status
6. Benefit details as follows

Person insured

1. Sum assured
2. Benefit name
3. Benefit premium
4. Benefit status

What is not included in your Chubb data

Here are some categories of data you may want but is not provided by the insurer

1. Wait periods
2. Benefit periods
3. Loadings and exclusions

Once you have your data files, you can import your data to Adviser CRM by following the instructions here