Data Import

Upload customer data files to populate the platform.

Customer Data

Excel / CSV File

.xlsx, .xls, .csv · Customer records export

Drop file or click to upload

Expected columns:

name, email, phone, age

profession, salary_range

marital_status, children, location

Policy Documents

PDF Policy File

.pdf · Insurance policy exports

Drop file or click to upload

Accepted formats:

Standard policy export PDFs

Broker summary sheets

Multi-policy batch exports