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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.

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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

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