Email your downloaded reports to firstname.lastname@example.org with the following details:
Subject: Insurance Data Feed Monthly Update
Body: Please update our insurance policy data in [insert your Practice Name] with the files attached.
Attachments: CSV/XLS files (refer to relevant insurer sections here to find out which report to download from each insurer adviser portal website)
After submission, our Support Desk will notify you when the data from the CSV report data are available to view on your Client Manager site.
If you have any questions, please email our support team at email@example.com