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Templates for adding New Insurance Policies
edited April 2013
It will be very helpful if we can import new insurance policies from excel....
Right now i have data for around 200+ policies with different sum insured and different tenures....it becomes tidious to enter each and every insurance policy..
We do have a template for insurance policies, please visit:
to get more information.
The above template does not allow us to add "NEW" policies where Insured Person, Nomination, Premium Mode, Premium Date, etc
For the first policy we have to add manually, then for premium we can use template as above...
How about template for adding "NEW" policies....
At the moment we don't have that feature.
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