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Renewal Date is 1st June each year.
On the 1st May
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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).
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Zest take snapshot of Database as-is.
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Zest change Annual Renewal date in database formula.
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Zest email Robyn notification that Annual Renewal date has been changed.
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Robyn to open VTI & TPD report in database.
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In black taskbar at top of screen click on “Back Office” and then “VTI Summary”.
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If a New report has already been started since the last month’s payment – on the most recent report click “Refresh”.
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If a New report hasn’t been started - click on “New VTI Report” link at top left of page.
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When report has completed refresh or new task, click on “View Details” link.
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Robyn copies and pastes VTI & TPD report into Excel.
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Hold down the “ctrl” key and click on the “A” key, this will select all of the report.
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Hold down the “ctrl” key and click on the “C” key, this will copy the selection.
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Open a new spreadsheet in Excel.
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In the spreadsheet, hold down the “ctrl” key and click on the “V” key, this will paste the selection into the report.
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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’.
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Robyn emails Excel spreadsheet to Jill Memory at Sovereign.
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Sovereign will compare the data to their system.
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Sovereign will notify Robyn of any major discrepancies.
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Robyn will work with Zest and Sovereign to resolve.
- Once data has been accepted, current Commissions Settlement sheet can be refreshed which will show the altered premiums for all Advisers with that insurance.