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Client File Manager
Mass update Client Files
This solves
Time spent individually
updating Client Files
Gain
Increase productivity
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Reduce human errors
Features
A template can be defined at a general agency level, or specifically for BARs
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The template defines the location of the data as well as the format that will be stored
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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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