Introduction

What kind of products & characteristics will fit with this feature

• High transaction volume

• Simple product pricing

• Minimal customer & product specific data required

• Group policy , Compulsory coverage

Prerequisites

TBU

Set up required?

• SFTP Folder

• Upload Template with format (i.e., .xlsx)

Limitation

• Import 1 file with maximum 500 records at a time.

• If user has more than 500 record,(s)he can split into 2 or more files

Navattic Demo

TBU

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1. Definition

The Bulk Import Policy feature enables users to upload and process large volumes of policy data in a single operation. This reduces manual effort and ensures data accuracy through automated validation.

2. Purpose & Use Cases

a. Purpose

• Streamline the process of handling multiple policy records.

• Reduce errors caused by manual data entry.

b. Use Cases

• Simple Product Pricing: Suitable for products requiring minimal customer and product-specific data.

• Group Policies: Efficiently manage multiple policies under a single account.

• Compulsory Coverage: Designed for mandatory insurance products, such as repair insurance, where bulk handling is essential.

3. Functionality

• File Upload: Users upload an Excel file (.xlsx format) with policyholder, product & coverages details to a designated SFTP folder.

• Periodic Processing: At regular intervals (configurable by the Seamless team), the system scans the SFTP folder for new uploaded files and processes them automatically.

• Validation: The system validates all records to ensure data consistency and compliance.

• Record Handling:

  • If the policyholder does not exist in the system, a new policyholder account is created and system issues the policy in the newly created account.

  • If the policyholder already exists, the system uses the existing account to issue policies.

4. Excel Template Structure

• Example Template: Svenstig_Repair_Template_Guide_v2.xlsx

• Maximum Records: 500 per file.

• Format: xlsx file

• Unique file name

• Mandatory Fields for all products:

  • Start Date: Policy start date.

  • End Date: Policy end date.

  • Payment Frequency: Options include Monthly, Annual, Single Payment, etc.

  • Payment Method: Options include Invoice, Autogiro, etc.

  • Product Name: The name of product being insured.

  • Dealer ID: Unique identifier for the dealer.

• Product-Specific Columns: Each product may have additional columns based on its unique Q&A lists.

5. Prerequisites

To use the Bulk Import Policy feature, ensure the following:

1. SFTP Access:

   • Obtain access credentials for the designated SFTP folder(s)

2. Correct Excel Format:

   • Ensure the file follows the structure of the provided template.

   • Save as .xlsx format with a unique file name.

3. Validation Rules:

   • No empty mandatory fields.

   • Correct type of each field.

   • Maximum of 500 records per file.

   • No duplicate file names in the SFTP folder.

4. FTP Application:

   • Install and configure an FTP application (e.g., FileZilla, WinSCP) to access the SFTP folder.

5. Seamless BOP Account:

   • Ensure you have a Seamless BOP account to view the result files and track the processed policies.6.

6. Navattic Demo

Demo: Bulk Import Policy on Navattic

7. Related Topics

TBU