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Import Policies is a great way to load prospecting data or entire books of business into your software before receiving carrier statements.

Think of the Policy Import process like a pre-check-in at a hotel. The raw Excel file is your luggage. The Data Map is the bellhop who sorts your items into the right bins. The Upper Grid is the staging area where you make sure every bag has a tag (no errors) before they are finally moved into your permanent room (the live database).

 
 

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