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Why Are My Terminated or Lapsed Policies Not Showing in My Data Feed?

If you notice that terminated, lapsed, or paid-out policies are missing from your Proformex platform after a data feed, this is expected behavior. This article explains why and what your options are.

How the data feed works

Proformex data feeds are inforce data feeds. This means carriers only send data for policies that are currently active. Once a policy is terminated, lapsed, or paid out, it is no longer included in the carrier feed and will not appear or update in your platform through that channel.

Additionally, the correct licensing structure must be in place for policies to be received via a data feed. If a policy is not appearing and you believe it should be inforce, a licensing issue may be the cause.

How to add terminated or lapsed policies to Proformex

If you need to track terminated or lapsed policies in your platform, there are two options:

  • Manual entry — add the policy individually via Business > Life Policies > Add Policy and set the status to Terminated or Lapsed.
  • Bulk upload — provide your Customer Success Manager with a spreadsheet of the policies to be added. This is the best option if you have a large number of records to import.

Updating a policy status after a lapse or termination

If a policy was previously inforce in Proformex and has since lapsed or been terminated, you will need to update the status manually. See the article How to Update a Policy Status in Proformex for step-by-step instructions.

Need help?

Contact your Customer Success Manager if you have questions about your data feed setup or need assistance with a bulk upload of terminated or lapsed policies.