Keeping insurance policy information up to date is a time-consuming task. Here at Trail, we want you to focus on your clients, not administrative tasks. Having accurate and up-to-date information on your insurance policies is vital to how you work.
The new Policy Importer will help you spend less time performing data input and spend more time giving great advice.
What can the Policy Importer do?
Trail’s Policy Importer uses the latest policy data from the providers and populates it throughout the CRM.
If the policy already exists in Trail, you will be prompted to either replace or updatthe policy
If the policy does not exist in Trail, it will be created in the client’s profile
If the client also does not exist in Trail, a profile will be created for them
The result is that Trail is your single source of truth. You can then use this information to produce professional policy schedules and ensure you’re never missing a policy anniversary.
How does it work?
You take your policy data (you can see the currently supported insurers and learn how to download that data here) and upload it into the importer. The Policy Importer will update existing policies and create new policies and clients where needed. We have a full breakdown of how this works here. Using the Policy Importer feels like magic.
When and where can we use this awesome feature?
Right now! It’s live on our website and can be found under your settings. Click ‘Importer Settings’ under the ‘Organisation Settings’ to establish some rules for all your future imports!
Here are some articles to help get you started;