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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

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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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