Annually - VTI & TPD (Life and Trauma & Personal Disability Insurance) Annual Renewal

  • Renewal Date is 1st June each year.

On the 1st May

  1. Robyn to email Dave Williams at Zest (davew@zestmedia.co.nz) and request Annual Renewal rollover (Zest need at least 2 days notice to action this).

  2. Zest take snapshot of Database as-is.

  3. Zest change Annual Renewal date in database formula.

  4. Zest email Robyn notification that Annual Renewal date has been changed.

  5. Robyn to open VTI & TPD report in database.

  • In black taskbar at top of screen click on “Back Office” and then “VTI Summary”.

  1. If a New report has already been started since the last month’s payment – on the     most recent report click “Refresh”.

  2. If a New report hasn’t been started - click on “New VTI Report” link at top left of page.

  • When report has completed refresh or new task, click on “View Details” link.

  1. Robyn copies and pastes VTI & TPD report into Excel.

  • Hold down the “ctrl” key and click on the “A” key, this will select all of the report.

  • Hold down the “ctrl” key and click on the “C” key, this will copy the selection.

  • Open a new spreadsheet in Excel.

  • In the spreadsheet, hold down the “ctrl” key and click on the “V” key, this will paste the selection into the report.

  • This will be the insurance data for the next year.  It will contain the new insurance premiums and each person’s new ‘age-next-birthday’.

  1. Robyn emails Excel spreadsheet to Jill Memory at Sovereign.

  2. Sovereign will compare the data to their system.

  3. Sovereign will notify Robyn of any major discrepancies.

  4. Robyn will work with Zest and Sovereign to resolve.

  5. Once data has been accepted, current Commissions Settlement sheet can be refreshed which will show the altered premiums for all Advisers with that insurance.