TAL Datafeeds

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.

2) Go to Datafeeds:

 

 

 

3) Choose "Datafeed Codes" from the menu on the left:

 

 

4) Click "Add", and in the Window that appears, select "TAL"

 

 

5) The page will update to display the necessary fields; enter your TAL Adviser Code into the relevant fields.

 

 

 That's it! Your TAL Datafeed should commence within a few days of completing the above steps.

 

Please note that it can take up to 48 hours for policy data to be updated from TAL source systems into an adviser’s financial planning software or Customer Relationship Management (CRM) system.

 

 

GENERAL INFORMATION ABOUT THE TAL DATAFEED

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.