my-insurer and wellnex

Go to "Policy Download" > Select "All Categories" > "Select all client column" > "Select all policy column"...

Go to "Policy Download" > Select "Product Category" > "Select Product Type" >"Select Column" data.

Go to "Policy Download" > Select "Product Category" >"Select Column" data.

Please ensure the appropriate timeframe.

An active client is one with an effective policy attached

Client creation is the date of which the client is input into the system.

All clients refer to all the profiles you have input in the system.

Discover how you can download your clients' policy information. Learn how you can filter the which details you want to extract. https://www.youtube....

Learn how you can download a list of all current active policies. You will be able to filter the information required. Data will be downloaded onto an ex...