Batch Policy Imports

Simfuni can be configured to allow batch importing of new in force policies.

Batch Uploading Policies

To batch upload policies, navigate to the 'Import Policies' page and upload the policy file.

The system will process each row individually - it will create a new client record with the given client details, then create the policy, then link it to the client. If the client already exists then it will skip straight to creating the policy, and if the policy already exists then it will skip past that too. This is to avoid creating duplicate policies within Simfuni.

When a policy is imported into Simfuni it will:

• Have a policy number generated.
• Display the policy information that was provided in the file (e.g. product, sum insured, client details).
• Create a past payment record with the status 'Paid'.

Common Causes of Errors

There are a few instances where attempting to import a file may cause an error:

• If the file type is not .csv
• If the file has already been processed; in this case re-naming the file will allow for re-upload.
• If a policy within the import file already exists in the platform; in this case the relevant policy will display on the Import Page with an error notification. The system processes each row individually, so it will bypass any duplicate policies and continue importing all other valid entries in the file.