This new feature allows you to store premium history information on various plans and on pensions allows either an £Amount or % of Salary.

If the premium is coming from a switch or transfer you can choose an existing plan in Plannr or detail the Plan type and Sub Type.

A new Premiums importer is available to bulk import your plan premium data.

Once your data is in Plannr there is also a new Premium Export, this allows you to export and filter on various things see screen shots below.

Please Note - We have migrated over any previously entered premium information into the new premium history area. We would suggest carrying out a premium export to check your data.

We have also updated our support articles as follows:

• Premium History - https://support.plannrcrm.com/en/article/new-premium-history-ekj3l/
• Premium Export - https://support.plannrcrm.com/en/article/new-premium-history-export-1sulg7c/
• Premium Imports - https://support.plannrcrm.com/en/article/new-premium-history-import-17y7nqj/

We hope you will find this useful so give it a try!

If you have any questions or issues, please don’t hesitate to contact us.