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You can export your client list and individual client records as CSV files. Exports are available on Practice and higher plans.
Go to your client list.
Apply any filters you want reflected in the export (optional — exporting without filters includes all clients).
Click the "Export" button in the top-right of the client list.
Select "Client List CSV."
Click "Download."
The downloaded CSV includes:
| Column | Description |
|---|---|
| Name | Client full name |
| Client email address | |
| Type | Connected or Seated |
| Stage | Current pipeline stage |
| Engagement | Score band at time of export |
| Policy Count | Number of policies recorded |
| Net Cash Value | Total CV minus total loans (as of last snapshot) |
| Last Active | Date of last recorded activity |
| Tags | Comma-separated tag list |
From a client's profile:
Click the three-dot menu in the profile header.
Select "Export Client Record."
Choose what to include: Banking Summary, Notes, Reminders, or All.
Click "Download CSV."
Exported files contain personal and financial data. Handle them appropriately:
Exports are for your practice's internal use. Do not share exported client data with third parties without appropriate client consent and legal review.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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