Import Client Policies
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system.
Download a Policy Import Template
- Go to the Main Menu.
- Click Policies.
- Click the policy import icon
.
- Click Policy Import Template to download.
- Save the file.
- Complete the fields in the template.
Import Client Policies
- Go to the Main Menu.
- Click Policies.
- Click the policy import icon
.
- Browse for a file or drag and drop one into the box.
- Click IMPORT.
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