Bring your book of business

Import reviewed records and retain their source identity.

Brokerage operations · Company admin

How it works

Create an import batch and upload supported records or documents.
Review extracted customers, policies, dates and external references before committing.
Resolve duplicates and conflicts against the existing customer record. Do not merge on a similar name alone.
Commit the reviewed batch and inspect imported records, skipped items and errors.
Configure renewal preparation and assign responsible staff.

Imported source rows and external IDs support deduplication. An import does not verify that a policy is currently in force.

The current AMS workflow supports reviewed import/export; live two-way vendor sync requires an implemented, configured adapter.