Bulk customer import

Activating insurance in a base starts with having the base on the platform. Bulk import lets you upload many customers at once, with no one-by-one entry.

Tracked batches

Each import becomes a batch with its own status. You can follow what came in, what’s pending and what needs attention — all scoped to the active operation.

Ready for the journey

With the base loaded, every customer is ready to receive a quote link. Import is the starting point that connects the partner’s existing relationship to insurance distribution.