Coverage Wizard – Report Export Tutorial – Kaiser
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Step 1
- Login to the Kaiser Broker Portal here
- Select the top tab “Your Clients”
- Then select, “Book of Business”
Step 2
Your groups with Kaiser will appear
- Find the client’s name on the left hand side
- In “More details” column, click on the drop-down menu and select “Group documents”
Step 3
A new screen will appear where you will select “Invoices.”
Step 4
A list of invoices from most recent will appear on the next page.
- Under Actions, download the most recent XLSX file
- Once downloaded, save it as a CSV file
- After saving as a CSV, upload file to the Coverage Wizard!
