Coverage Wizard – Report Export Tutorial – Guardian
Here will walk brokers through step by step on how to pull a report from Guardian.
Step 1
Log into your Guardian account
https://signin.guardianlife.com/signin
If you do not have the correct login information please talk with your Account Manager or IT at your firm.
Step 2
Once logged into your Guardian account,
- Select “Client billing”
A list will appear,
- Select “Current bill”
Step 3
To select the correct Clients billing file, you will need to complete a “Group Search.” To complete this search you will need either,
- Group ID, or
- Group Name and Division ID
Input either identifier and then click “Search.”
Once the correct client appears select, “Download bill.”
Step 4
- To ensure the proper bill is pulled to be successful in CoverageWizard, please select the file type, “Comma Delimited File”
- “Select all” or drag column headings from left to right to appear in “Display Columns.”
- **IMPORTANT – Make sure that “Member Name” is before “Member ID”
- Click “Continue”
Step 5
- At the bottom of the page, select “Download”
- Your Guardian file is now ready to be uploaded in CoverageWizard!
