Importing insurance data on bulk is possible but a little cumbersome as it involves multiple steps, first importing the high level policy information and then each cover type is its own import file:
First export your client list to obtain the unique DASH Contact ID
Import 1 - Insurance First Layer. This imports the insurance policy details
Import 2 - Insurance Second Layer - Cover details such as Life, TPD, Trauma. Each cover requires its own import file
Ensure you read the Import Guide to learn about the Import tool. The templates required for insurance are below. Starting with the Insurance -Policy (First Layer)
