InsuredMine CRM | Optimize and Grow Your Insurance Agency

Bulk upload carrier and category

Description-  Upload carriers and categories in bulk by uploading a CSV / Excel file and mapping the document fields.

UseCase-  Upload carriers and categories in bulk quickly.

 

Navigation- 

For Bulk upload of carriers

 

  • Navigate to Carrier Module. Click on the Upload Carrier.

 

  • Click on CSV/Excel file to download a file for your reference. Create a file using the reference and upload it. Once done, click on the next step.

 

  • Once the file has been uploaded, map the InsuredMine fields to the document’s fields. To pick a field from the drop-down menu, click the arrow. The mapping of the Carrier Name field is required for the carriers to be uploaded.

  • Click on Next Step.

 

  • Review the mapped data. Click on Next.

  • Once uploaded, a success message will appear on the screen.

  • An email will also be sent.

 

  • You can view the uploaded carriers.

For bulk uploading of categories.

 

  • Navigate to the Category module. Click on the Upload Category.

  • Click on CSV/Excel file to download a file for your reference. Create a file using the reference and upload it. Once done, click on the next step.

 

  • Once the file has been uploaded, map the Insuredmine fields to the document’s fields. To pick a field from the drop-down menu, click the arrow. The mapping of the Category Name field is required for the categories to be uploaded.

  • Click on Next Step.

 

  • Review the mapped data and click on Next.

 

  • Once uploaded, View the new categories.

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