We have now released a new window to import lists with policies and their related insurance and coverage information. This process will allow you to easily add several policies instead of following the current addition process where you must add them one by one.

The type of values you can import are those of: A) Policies, B) Insurance Information, C) Coverage Products and D) Diagnostics.

All of these fields must be entered by uploading separate csv files that match by adding the same policy numbers and linked names for policies and insurance companies.

Please check below how our Policy Importer window works*:

*Full process in video below

Important:

Price Lists field:

The import of policies data requires Price Lists information, that can be filled with two different methods: by adding it to your Policies csv file or by setting up a default price list for each Major company.

If you have not included on your file the Price List that will be assigned, our system will automatically take the default price list that corresponds to that Major Company.

To make the default Price Lists configuration, follow these steps:

a. Go to Insurance Policy Manager and perform a Major Companies search.

b. Click context menu and select Edit:

c. On Default Price List option, enter your default price list for this major:

There you can also set the Value number for that Major company.

d. Save.

This will allow Cirrus to automatically assign price lists to policies. Now we can get started with this process!

Fields can be filled directly on the csv file or edited after being imported to our window.

4. Once your policies were imported, select any of them to edit their information.

5. Price Lists:

Verify that your Price List was correctly assigned, as explained above.

6. To complete the import of policies, click Process:

A new message will appear to the left of each policy name. If the message shown is OK, then it has been imported successfully.

If message shown is Error, enter again to this policy, you will see any error messages there:

Notes:

Now it's time to add Insurance Information values.

Example of csv data:

Notes:

While filling this information please consider that Major and Minor must be the same as in policies. Policy Identifier also must be assigned and Sequence must have the same value as Policy Level from any of your policies.

On this tab you must import all of the policy cases for each Product Class, policy limits oftenly come with all of this information so make sure to import all of this data.

2. These values can also be edited by clicking on each Product Class case, please verify this information, enter missing data or edit these values and Save:

3. Complete the import of this data by clicking Process.

See message shown next to each case, if there is any with Errors click on it to fix these values.

Now you can add your lists of products covered. To do so, click on Coverage Products tab and repeat the same process but this time with your coverage information csv file.

This time try to make sure of the following:

See more about this step in the video below.

You're almost there, to complete the importing process go to the Coverage Diagnostics tab. Here you can upload all of the diagnostics covered by the insurance company, the only missing data for this process.

2. Now, inside the Major Company, look for your Policy Number and click Search.

Here you will be able to see all of the imported information or edit these values.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it. Date: July 25, 2022.