Excel Version of Reports

I keep all my different funding sources listed together in an excel spreadsheet. I have the names, account numbers, date of entry and current death benefit amounts along with the beginning balances. I keep a copy at home so when the phone rings at 3 AM I know if this death call has been pre-paid. It helps me stay up to date with every Insurance Company I have ever done business with, and it gives me a single document I can send to the Ohio Board of Embalmers and Funeral Directors annually when I have to report everything.  When I try to convert FDLIC's document to Excel, I am asked to purchase a yearly membership. I already have Adobe to read PDF's so I am not going to pay extra for this... If I just Cut & Paste your data to excel, it all fills just one column, making the process unusually difficult.  Sorry to bring it up this way, but when I was with Homesteaders, they had an option to upload the data to me in excel... just thinking maybe FDLIC would be that easy... HELP~~!!!

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  • Jan 30 2017
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