lda ssq spreadsheet import guide
LDA SSQ SPREADSHEET IMPORT GUIDE To add a SSQ 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 SSQ Quote in the illustration software (you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the View Spreadsheet button.
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2. Now click the Export to Excel button.
3. Click ok to the warning ( it just means if there is a spreadsheet exported previously it won’t work).
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4. Select all data by pressing CTRL +A.
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5. Once all the data is highlighted Use CTRL + C to copy or right click and copy.
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6. Now click the Paste Spreadsheet Data button and right click and paste the data in the box (it looks out of order but that is how it should look).
7. Click Upload and you are done!
Please contact [email protected] if you have any questions.
PAGE 6
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 SSQ Quote in the illustration software (you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the View Spreadsheet button.
PAGE 2
2. Now click the Export to Excel button.
3. Click ok to the warning ( it just means if there is a spreadsheet exported previously it won’t work).
PAGE 3
4. Select all data by pressing CTRL +A.
PAGE 4
5. Once all the data is highlighted Use CTRL + C to copy or right click and copy.
PAGE 5
6. Now click the Paste Spreadsheet Data button and right click and paste the data in the box (it looks out of order but that is how it should look).
7. Click Upload and you are done!
Please contact [email protected] if you have any questions.
PAGE 6
