CSV Uploader / Importer

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John Levett

26 May 2011 14:11

This could be used in two ways:

1, Single Risk Mode: Introducer sends risk with a report from their own systems to avoid re-keying the data from scratch. Benefit over API is multiple firms can send data without a physical link or service to their system. Particularly useful for complx ratings/proposal forms. Introducer would have to accept risk of typos.

2, Multi Risk Mode: For firms buying in data from an aggregator or other source for an after the event quote and email giving an oprotunity to retireve the quote and buy online? 

Easiest format for user would be a risk per row with each column mapped to the relevent field in the online proposal form? This would be a massive time saver for us and is standard kit on some platforms.  

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  John Price 25 March 2015 01:04

  The ability to import cases into SchemeServe is coming - its undergoing some final testing and having the kinks worked out.. Soon now!

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  Adam Bishop 22 July 2015 11:40

  This is done and now available to all SchemeServe customers on the right of the Cases screen.

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