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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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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.
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To use the Bulk Import Policy feature using SFTP folder, ensure the following:
SFTP Access:
Obtain access credentials for the designated SFTP folder(s)
Correct Excel Format:
Ensure the file follows the structure of the provided template.
Save as
.xlsxformat with a unique file name.
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.
FTP Application:
Install and configure an FTP application (e.g., FileZilla, WinSCP) to access the SFTP folder.
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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