To commence a risk Insurance datafeed from TAL, please follow these steps:
PHASE ONE - HAVING TAL PREPARE THE FEED
Registering with TAL for the CRM Data Feed (CDF):
Please talk to your TAL Sales Development Manager, and get yourself or business registered for the CRM Data Feed (CDF)/TAL adviser code for AdviserLogic software.
Once registered, you will receive an email asking you to activate the service with TAL.
PHASE TWO - LINKING THE TAL FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
What information does this feed provide?
Insurance Policy information, including Benefit Type, Sum Insured, Policy Number, Premium, Premium Basis, Premium Frequency, Issue Date, and Status
This Datafeed updates once a week.
What information is not available?
Investment and Superannuation details
Client personal details
What conflicts might it cause?
None are currently known.