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

      Configure SSQ - Beneva source

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

      Laylah connects to the Beneva Advisor Centre to synchronize your contacts' insurance data.  Follow these steps to take advantage of SSQ - Beneva data synchronization.

      Configure SSQ - Beneva source

      Time: approx. 2 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 SSQ 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 User Name: the username to the Beneva Advisor Centre.
        3. Enter Password: the password to the Beneva Advisor Centre.
      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 Beneva to view all the firm's contracts, we suggest that you configure his or her access to Beneva Source to simplify your operations.

      Features of the SSQ - Beneva source

      Advisor access to the Beneva Advisor Centre allows us to retrieve SSQ life, disability and critical illness insurance.  However, there are currently no documents available on this platform.

      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 access to Beneva Advisor Centre via this URL:  https://biz.secure.beneva.ca/

      Beneva Advisor Centre connection screen:

      Connexion SSQ En