No. 606 January 14, 2022
ebroker: Load policies from file.
ebroker, allows you to carry out a massive load of policies through a text file in CSV format. You can download the template with the file format from the button enabled in the module.
- File template download button:
- The file must not contain any rows without content.
- The file must contain the number of columns defined in the template.
The process checks if the policyholder is registered as a client in the ebroker, and if it cannot be found, it creates it with the data provided in the policy file.
You just have to go to ...
Administration > Services with insurance companies > Operations with Policies > Loading Policies