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Syncing Your Policy Statement

How to upload a PDF statement and let AI extract your updated cash value and death benefit.

Automatic statement sync

Instead of manually updating your policy values every quarter, VestmentPulse can read your PDF statement and extract the numbers automatically using AI.

How to sync

  1. Open a policy by clicking on it in the IBC Policies list
  2. Click Sync Statement (or the upload icon)
  3. Upload your PDF annual or quarterly statement from your carrier
  4. VestmentPulse's AI reads the document and extracts:

    5. - Total Cash Value

    - Death Benefit

    - Paid-Up Additions (if present)

    1. Review the extracted values and click Apply to Policy to save them

      2. Tips for best results

      • Use the official PDF statement from your carrier, not a screenshot
      • Statements that show a Total Cash Value line get the most accurate extraction
      • If the AI gets a number wrong, you can manually correct it before applying

      What gets updated

      When you apply the sync, the policy's cash value, death benefit, and paid-up additions are updated automatically, and your dashboard IBC total refreshes immediately.