Sourced from broker communication on 3/7/22:
There have been some changes to the IVL Producer World reporting.
Changes to the fields are as follows:
- Old (legacy) membership ID
- New (migrated) membership ID
- Member Address 1
- Member Address 2
- Member Date of Birth
- Member Phone Number
Demographic fields are added to the Producer World Book of Business report only and the Member Search tool.
Legacy and New Member ID’s are added to all reports and the Member Search tool. Agents are able to search both ID’s in the Member Search tool to find a client.
If you have any questions, please contact your CSM Service Rep.