Introduction to Data Download
Policy/Client Policy Download
1. What can I do with Policy Download?
Policy download allows you to download any information related to the policies you have input in the system.
2. What is the difference between Policy Download/Client Policy Download and Client Download?
Policy download allows you to download any information related to the policies you have input in the system, client download allows you extract information related to client's personal profile and client policy allows you to download policy information specific to a client.
Policy/Client Policy Download
1. What can I do with Policy Download?
Policy download allows you to download any information related to the policies you have input in the system.
2. What is the difference between Policy Download/Client Policy Download and Client Download?
Policy download allows you to download any information related to the policies you have input in the system, client download allows you extract information related to client's personal profile and client policy allows you to download policy information specific to a client.
3. What is CSV. file?
CSV is a simple file format used to store tabular data, such as a spreadsheet or database.
4. Can I download with one product only?
Yes you can.
5. What does "policy expiring within period" means?
It means you can select to download/view policies are expiring within a specific period.
What does "policy live within period" means?
It means you can select to download/view policies are effective and in force within a specific period.
6. What does "policy issued within period" means?
It means you can select to download/view policies are effective and in force within a specific period.
7. What does "policy renewed within period" means?
It means you can select to download/view policies are renewed within a specific period.d
8. How can I select all the data I have keyed?
It means you can select to download/view policies are renewed within a specific period.
9. What does "column" means?
Column allows you to dictate the information you want to arrange in your data sheet.
10. How can I select all the data I have keyed?
Go to "Policy Download" > Select "All Categories" > "Select all client column" > "Select all policy column".
CSV is a simple file format used to store tabular data, such as a spreadsheet or database.
4. Can I download with one product only?
Yes you can.
5. What does "policy expiring within period" means?
It means you can select to download/view policies are expiring within a specific period.
What does "policy live within period" means?
It means you can select to download/view policies are effective and in force within a specific period.
6. What does "policy issued within period" means?
It means you can select to download/view policies are effective and in force within a specific period.
7. What does "policy renewed within period" means?
It means you can select to download/view policies are renewed within a specific period.d
8. How can I select all the data I have keyed?
It means you can select to download/view policies are renewed within a specific period.
9. What does "column" means?
Column allows you to dictate the information you want to arrange in your data sheet.
10. How can I select all the data I have keyed?
Go to "Policy Download" > Select "All Categories" > "Select all client column" > "Select all policy column".
11. What should I do if I want to select 1 product type only?
Go to "Policy Download" > Select "Product Category" > "Select Product Type" >"Select Column" data.
12. What should I do if I want to select 1 product only?
Go to "Policy Download" > Select "Product Category" >"Select Column" data.
13. I selected what I want to download but nothing is extracted onto csv. Why is that so?
Please ensure the appropriate timeframe.
Go to "Policy Download" > Select "Product Category" > "Select Product Type" >"Select Column" data.
12. What should I do if I want to select 1 product only?
Go to "Policy Download" > Select "Product Category" >"Select Column" data.
13. I selected what I want to download but nothing is extracted onto csv. Why is that so?
Please ensure the appropriate timeframe.
Client Download
14. What does it mean by an "active client"?
An active client is one with an effective policy attached?
15. What does it mean by "client creation".
Client creation is the date of which the client is input into the system.
16. What does it mean by "all clients"?
All clients refer to all the profiles you have input in the system.
14. What does it mean by an "active client"?
An active client is one with an effective policy attached?
15. What does it mean by "client creation".
Client creation is the date of which the client is input into the system.
16. What does it mean by "all clients"?
All clients refer to all the profiles you have input in the system.
