Configure insurance data synchronization
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      1. Laylah help center
      2. Data sources
      3. Configure insurance data synchronization

      Configure Assumption source

      Find out how to easily synchronize your Assumption insurance data with Laylah by following this quick and easy procedure.

      Laylah connects to the Assumption Advisor Corner to synchronize your contacts' insurance data. Follow these steps to take advantage of Assumption data synchronization.

      Configure Assumption source

      Time: approx. Two minutes.

      What you need

      Steps

      1. Click on the button Data in the main menu.
      2. Click on the option Add New Source and select Assumption source.
      3. Click on the Configure button and enter your account information:
        1. Enter a description: the description allows you to distinguish this configuration from that of your colleagues.
        2. Enter username: the user ID on the Assumption Advisor Corner.
        3. Enter password: the password on the Assumption Advisor Corner.
      4. Click on Test credentials and wait for confirmation.

        Et voilà!

        Initial synchronization of all contacts is launched automatically.

        Contacts and their insurance contracts usually appear within an hour of configuration.  This may take longer if there are several hundred clients to synchronize.

        Useful tips for more efficient synchronization

        Access to firm data

        If one of your colleagues has access to Assumption to view all the firm's contracts, we suggest that you configure his or her access to Assumption Source to simplify your operations.

        Features of Assumption source

        Advisor access to the Assumption Insurance Business Intelligence Centre allows us to retrieve Assumption life, disability and critical illness insurance.  It also imports annual statements for certain types of insurance contract.

        Contact list import ✅
        Periodic import of new contacts ✅
        Insurance import ✅
        Investment import ❌
        Search by name ✅
        Search by policy number ✅
        Full initial synchronization
        Contacts and insurances        		 ✅
        Automatic document import ✅

        Troubleshooting

        If the configuration fails

        If the configuration doesn't work, it's usually because the configuration information is wrong.

        You can test your connection information directly on the Assumption Advisor Corner via this URL: https://www.Assumption.ca/en/Advisor-Corner

        Assumption Advisor Corner connection screen:

        Connexion Assomption En