Importing

Log into your KelseyCare broker Portal Click Reports on the left ( NOT Book of Business) Click B ook of Business Report When the report loads, clic...

Log into your Centene Workbench Click Book of Business on the left IMPORTANT : Click " Search " to load results Once your results load click " Downl...

Log into your Cigna Broker Portal Click Book of Business on the left Export the results IMPORTANT : Click " Details Only " and " Comma Delimited "

Log into your Devoted Broker Portal Click the Clients tab on the left When you see the results click "Download CSV" at the bottom

This document provides a step-by-step guide on how to export your UHC book of business for import into MPCRM. By following these instructions, you wil...

This document provides a step-by-step guide on how to export your Humana book of business using the Humana Vantage portal. Follow the instructions bel...

This document provides a comprehensive guide on how to upload your Excel or CSV files into the MPCRM system. Whether you are importing data from a car...

This document provides a step-by-step guide on how to export the Anthem Book from the Producer Toolbox. Follow the instructions carefully to ensure a ...

This document provides a step-by-step guide on how to export the Aetna Book of Business report from Producer World. Follow the instructions below to s...