This file introduces a new, more agile way of working. This new space allows all procedures to be carried out in the same document, without the need for multiple files. You will be able to register, remove, and indicate capital modifications for different insured individuals at the same time.

Yes, in the same file you can indicate all movements related to the insured person. For renewals, simply appearing in the file will automatically renew them under the conditions of the last movement indicated.

To register an insured person, you must provide the following data:

• Registration date
• Employee ID (if required by the company structure)
• DNI
• Nationality
• Date of birth
• Sex

To remove an insured person, you must provide the following data:

• Date of removal
• DNI or membership number or company employee ID

Since we have created a new space that integrates different types of movements, the three types must be indicated as follows:

• A or a: Registrations
• B or b: Removals
• M or m: Modifications

The method has been updated. Capital amounts are no longer cumulative. Instead, capital for each guarantee must be indicated separately. In other words, for each guarantee offered to the insured person, the corresponding capital must be assigned.

To make it easier to register a new insured person, we have added two possible formats:

• In three separate cells: 1st Surname / 2nd Surname / Name
• In the same cell:
  • Name 1st Surname 2nd Surname
  • 1st Surname 2nd Surname, Name

The date of birth must be provided in the following format: DD/MM/YYYY.

On this same website, you can find all the information regarding different Warnings and Errors, along with instructions on how to resolve them.

Warnings are issues that do not prevent you from continuing but should be reviewed to ensure consistency with the policy. Errors, however, must be corrected before continuing with the process.

From the website, you can access the Collective Portal (located under Collective Insurance in the Companies section). From the Collective and Brokers Portal, you can download the Membership List with up-to-date information. In the “Policy Documentation” section, you can download the membership file.

Yes, but it is recommended to paste as values only, not formats, to avoid damaged cells or incompatible formats that may generate errors.