Groups and fleets from Excel

Version 2 handles groups and fleets from Excel lists, checked row by row before anything is saved.

Templates

Every import has a template to download (on the quote and on the policy, in the More menu): the right headings and an example row. Members: name, identifier, date_of_birth, gender, relationship, principal, plan, category, sum_insured. Vehicles: name, plate, make, model, model_year, body_type, chassis_number, engine_number, colour, seats, usage, value, ncd_years. Headings are matched in any case; spaces and dashes are fine.

A census or fleet list on a quote

On a draft quote, Import the member list (census) or Import the fleet list. Each row is checked: a date of birth that is not a date, a gender or relationship outside the list, a plan code the product does not have, a make the vehicle reference does not know, a plate that appears twice or is already on the quote. If any row fails, nothing is imported: you get the count of failed rows, the first problem, and an error report to download, with the row number, the column and the problem beside the original data. Fix the file and import it again.

When every row passes, the members or vehicles are added and the quote is priced again. Dependants point to their principal through the principal column (the principal's identifier) or, without it, to the last principal above them in the file.

Bulk changes on a policy

On an active policy, Bulk change from Excel takes a list with an action column: add, remove or change. Rows to remove or change are matched by member number or identifier (members) or by plate or chassis number (vehicles). Additions are billed and removals credited pro rata from one date, in one endorsement and one invoice; plan changes and value changes bill or credit the difference. The endorsement obeys the Policies: endorse approval chain like any other.

Employer groups

The customer is the employer. On the policy, Member categories (Staff, Managers...) give each category its plan and the employer's share of the premium. Members carry their category; the group invoice lists each member's share of the invoice, split between employer and employee when the categories say so. The policy schedule lists the members with their plan and premium.