PreciseFP Integration mapping with SmartOffice

27 November, 2015

Personal details

PFP Category PFP FIELD SO Category SO Field IMPORT TO PFP EXPORT TO SO ANNOTATION
N/A First Name Contact First Name OK OK
N/A Middle Name Contact Middle Name OK OK
N/A Last Name Contact Last Name OK OK
N/A Gender Contact/Personal Information Gender OK OK
N/A Age Contact/Personal Information Age OK OK
N/A Birthdate Contact/Personal Information DOB OK OK
N/A Email Contact/Personal Information Email OK OK
N/A Civil status Contact/Personal Information Marital Status OK OK
N/A Home Phone Contact/Contact Information Residence OK OK
N/A Work Phone Contact/Contact Information Business OK OK
N/A Mobile Phone Contact/Contact Information Mobile OK OK
N/A Home Address Contact/Contact Information Line 1 OK OK
N/A City Contact/Contact Information City OK OK
N/A State Contact/Contact Information State OK OK
N/A Postal Code/Zip Contact/Contact Information Postal OK OK
N/A Country Contact/Contact Information OK OK
N/A Citizenship Contact/KYC Citizenship OK OK
N/A SSN Contact/Personal Information SS # OK OK
Driver’s License Number Contact/Personal Information Driver’s License # OK OK
Driver’s License Issue date Contact/Add’l Personal Issue date OK OK
Driver’s License Expire date Contact/Personal Information License Expiration Date OK OK
Driver’s License Jurisdiction / State Contact/Add’l Personal State OK OK
N/A Comments Contact/Personal Information Remark OK OK

Household

PFP Category PFP FIELD SO Category SO Field IMPORT TO PFP EXPORT TO SO ANNOTATION
Family Members First Name Contact First Name OK OK
Family Members Middle Initial Contact Middle Name OK OK
Family Members Last Name Contact Last Name OK OK
Family Members E-mail Contact/Personal Information Email OK OK
Family Members Gender Contact/Personal Information Gender OK OK
Family Members Birthdate Contact/Personal Information DOB OK OK
Family Members Age Contact/Personal Information Age OK OK
Family Members Relationship to client Household Role OK OK
Family Members Mobile Phone Contact/Contact Information Mobile OK OK
Family Members Home Phone Contact/Contact Information Residence OK OK
Family Members SSN Contact/Personal Information SS # OK OK
Family Members Home Address Contact/Contact Information Line 1 OK OK
Family Members City Contact/Contact Information City OK OK
Family Members State Contact/Contact Information State OK OK
Family Members Postal Code/Zip Contact/Contact Information Postal OK OK
Family Members Country OK OK
Family Members Driver’s Licence Number Contact/Personal Information Driver’s License # OK OK
Family Members Driver’s Licence Issue date Contact/Add’I Personal Issue Date OK OK
Family Members Driver’s Licence Expire date Contact/Personal Information License Expiration Date OK OK
Family Members Driver’s Licence Jurisdiction / State Contact/Add’I Personal State OK OK
N/A Comments Contact/Personal Information Remark OK OK

Employment

PFP Category PFP FIELD SO Category SO Field IMPORT TO PFP EXPORT TO SO ANNOTATION
N/A Total Income (monthly) Contact/Add’l Personal Total Income NO OK
Employers Employer Contact Information Company OK OK
Employers Title/Job Contact Information Job Title OK OK
Employers Income (monthly) Contact/Add’l Personal Salary NO OK

Insurance details

Only private insurances are exported to SO.
PFP Category PFP Type SO Category SO Type EXPORT TO SO ANNOTATION
Life insurance Term Presale Activity/Proposals Life + Term OK
Life insurance Whole Presale Activity/Proposals Life + WL OK
Life insurance Universal Presale Activity/Proposals Life + UL OK
Life insurance Variable Presale Activity/Proposals Life + VWL OK
Life insurance Variable Universal Presale Activity/Proposals Life + VUL OK
Insurance Health Presale Activity/Proposals Medical + Medical OK
Insurance Disability Presale Activity/Proposals Di + Disability OK
Insurance Long Term Care Presale Activity/Proposals LTC + LTC OK
Insurance Homeowners Presale Activity/Proposals Homeowner + H01 OK
Insurance Auto Presale Activity/Proposals Auto + Basic OK
Insurance Umbrella Presale Activity/Proposals Umbrella + Basic Umbrella OK
Insurance E&O Presale Activity/Proposals Other + Other OK
Insurance Other Presale Activity/Proposals Other + Other OK

Assets

PFP Category PFP Type SO Category SO Type IMPORT TO PFP EXPORT TO SO ANNOTATION
Bank Accounts Checking account Investment Positions Bank Account OK OK
CD n/a Investment Positions CD OK OK
Taxable Investment Accounts n/a Investment Accounts Individual OK OK
Retirement Plans 401(k) Investment Accounts 401K OK OK
Retirement Plans 403(b) / TSA Investment Accounts 403B OK OK
Retirement Plans 457(b) Investment Accounts Retirement OK OK
Retirement Plans ROTH 401 (k) Investment Accounts 401K OK OK
Retirement Plans IRA Investment Accounts IRA OK OK
Retirement Plans Roth IRA Investment Accounts IRA OK OK
Retirement Plans SEP IRA Investment Accounts IRA OK OK
Retirement Plans Simple IRA Investment Accounts IRA OK OK
Retirement Plans Pension Investment Accounts Business Retirement Plan OK OK
Annuity Fixed Annuity Investment Positions Fixed Annuities OK OK
Annuity Indexed Annuity Investment Positions Fixed Annuities OK OK
Annuity Variable Annuity Investment Positions Variable Annuities OK OK
Personal Property Primary Residence Investment Positions Real Estate OK OK
Personal Property Secondary Residence Investment Positions Real Estate OK OK
Personal Property Vehicle Investment Positions Personal Property OK OK
Personal Property Collector’s Cards Investment Positions Personal Property OK OK
Personal Property Other Investment Positions Personal Property OK OK

Liabilities

PFP Category PFP Type SO Categorie SO Type IMPORT TO PFP EXPORT TO SO ANNOTATION
Credit Cards Liabilities OK OK
Debts Auto Liabilities OK OK
Debts Business Liabilities OK OK
Debts Line of Credit Liabilities OK OK
Debts Mortgage (ARM) Liabilities OK OK
Debts Mortgage (Fixed) Liabilities OK OK
Debts Maortgage (INT Only) Liabilities OK OK
Debts Personal Note Liabilities OK OK
Debts School Liabilities OK OK

Knowing your clients and serving them
In the most efficient manner possible

top