What's included
Their column, with values from your file, mapped to a Kaffeine field, with transforms where formats differ.
See what would be created, merged or refused before anything is written.
Matched against people you already have, with a review queue for pairs a person should decide.
Clients first, then policies matched to that book, with an error file for anything refused.
Social Security, Medicare and bank numbers are refused, and notes are cleaned of identifiers on the way in.
Every import kept with who ran it, what it did and the mapping it used.
Sources
Every one of these systems exports CSV, and the export is a snapshot you can inspect before you hand it over. Pick the source in the importer and it is recorded with every row.
Every call, text, email, appointment, SOA, quote, enrollment and policy on one page per client, newest first.
Learn moreContract levels per carrier, a dated hierarchy with append-only history, and overrides priced under the seat in force on each date.
Learn moreA shared directory of 5,449 insurance carriers with NAIC codes. Search it and adopt the carriers you sell onto your agency's roster.
Learn more