Bulk Upload Insurance

Created by Anuj Jain, Modified on Sun, 21 Jun, 2020 at 10:09 PM by Anuj Jain

In the Insurance menu of the broker portal you can upload Insurance policy details through an Excel file.  Bulk upload can only be done from the Admin login and not from Relationship manager or Investor login.


The sample file can be downloaded from the Insurance upload pop up. It is also attached to this article.




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