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Client File Manager

Mass update Client Files

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This solves

Time spent individually

updating Client Files

Gain

Increase productivity

Reduce human errors

Features

A template can be defined at a general agency level, or specifically for BARs

The template defines the location of the data as well as the format that will be stored

The User can upload an excel file with the updated information - as soon as the information is processed the User receives a notification

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