How do I start a Datafeed from AIA?
To commence a risk Insurance Datafeed from AIA, please follow these steps:
PHASE ONE - HAVING AIA PREPARE THE FEED
1) Login to the AIA Adviser Site and select the Datafeed Registration / Cancellation option as shown below:
2) Select AdviserLogic from the list of Datafeed options below, ensure the box is ticked, and click 'Submit':
3) You will receive a confirmation message:
PHASE TWO - LINKING THE AIA FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
Insurance Policy information, including Benefit Type, Sum Insured, Policy Number, Premium, Premium Basis, Premium Frequency, Issue Date, and Status
This Datafeed updates daily.
What information is not available?
Investment and Superannuation details
Client personal details
What conflicts might it cause?
None are currently known.