lda foresters spreadsheet import guide
LDA FORESTERS SPREADSHEET IMPORT GUIDE To add a Foresters whole life plan start by selecting it from the +WHOLE LIFE dropdown.
STEP 1
Add product to Design Case
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The software now is looking for a spreadsheet from the illustration software.
STEP 2 Create a Foresters Quote in the illustration software (you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the Export to Exceal button.
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2. When the Spreadsheet opens in excel, Choose File, Save As, Select a location that is easy to find (for example your desktop).
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3. Once you click save go back to LDA (in your web browser).
4. Now we can click Import spreadsheet file and select or drag and drop the file we just saved.
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The file will upload and give you a success message. If you have any issues contact live support.
Please contact [email protected] if you have any questions.
PAGE 5
STEP 1
Add product to Design Case
PAGE 1
The software now is looking for a spreadsheet from the illustration software.
STEP 2 Create a Foresters Quote in the illustration software (you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the Export to Exceal button.
PAGE 2
2. When the Spreadsheet opens in excel, Choose File, Save As, Select a location that is easy to find (for example your desktop).
PAGE 3
3. Once you click save go back to LDA (in your web browser).
4. Now we can click Import spreadsheet file and select or drag and drop the file we just saved.
PAGE 4
The file will upload and give you a success message. If you have any issues contact live support.
Please contact [email protected] if you have any questions.
PAGE 5
