Import/Export Insurance

Bulk import and export of international insurance data provides powerful tools to centralize and efficiently manage vehicle insurance policy information.

Bulk import allows you to quickly add multiple insurance records into the system using a preformatted file. This method significantly reduces manual entry time, minimizes errors and ensures accurate data updating. Ideal for companies or organizations managing numerous policies, this functionality ensures smooth and rapid integration while allowing managers to focus on high value-added activities.

The export of international insurance data makes it possible to centralize all key information, such as insurance companies, policy numbers, financial amounts and validity periods, in a structured file. Available in standard formats like CSV or Excel, this file makes it easy to analyze, track and share information with stakeholders, such as fleet managers, accounting departments or auditors. This extraction capability contributes to informed decision-making and proactive risk management.

By combining these two features, managers benefit from a comprehensive solution for tracking, analyzing and updating international insurance information, while ensuring increased compliance and transparency.

Mass import of international insurance

Bulk International Insurance Import allows users to quickly add multiple insurance records into the system using a preformatted file. This feature is ideal for businesses or organizations that manage numerous insurance policies and want to integrate them quickly and accurately.

By offering the ability to download a file containing all the necessary information about each insurance, this method greatly simplifies the adding process. It reduces the time spent on manual entry and ensures rapid and reliable updating of the insurance register. This allows managers to focus on more strategic tasks while ensuring information in the system is up-to-date and accurate.

Step 1: Download and prepare the template file

Before you begin importing, you must download a template file designed for this task. This file contains predefined columns that are essential to fill correctly to avoid import errors.

• Download the template:

  The template file is accessible through the user interface. It contains columns essential for import, each corresponding to specific data.

• Respect the order of the columns:

  The required fields in each line are:

  • vehicle
  • Start date
  • End date
  • Insurance company
  • Font number

• Prepare your file:

  • Make sure there is only one value per cell.
  • Avoid blank lines in the middle of the file.
  • Follow the expected format for dates (dd/mm/yyyy).
  • Complete all required fields to avoid validation errors.

Step 2: Load the international insurance file

Once the file is properly prepared, you can move on to the next step: loading it into the system.

• Select file:

  Click the button“Browse”to locate the file on your computer and select it.

• Start loading:

  Once the file is selected, click“Following”to start the loading process. The system will analyze the file to prepare the data for final verification.

• Check the data summary:

  • A summary will display the total number of lines in the file as well as the number of lines ready for import.
  • This summary allows you to quickly check the contents of the file before continuing.

Step 3: Verifying the imported data

After loading, a summary table containing the records from the file will be displayed. At this stage, it is crucial to validate the data.

• Error checking:

  The system will highlight any errors, such as missing fields or incorrect formats (for example, incorrectly entered date or missing font number).

• Validation of correct records:

  Rows without errors will be marked as ready for import. You will be able to check key information such as:

  • vehicle
  • Insurance company
  • Font number
  • Start and end dates
  • Amounts excluding tax, VAT, tax included
  • AttachmentAndUser

Step 4: Finalize the import of international insurance

Once the data is verified and corrected, you can finalize the import of the records.

• Click “Import”:

  Validate the operation to add the data to the database.

• Import confirmation:

  A confirmation message will appear indicating that the import was successful and all records were successfully added.

By integrating this information consistently and accurately, this system optimizes international insurance management to meet the needs of modern businesses.

Export of international insurance data

Exporting international insurance data is an essential process for smooth and efficient management of information relating to vehicle insurance coverage. It allows you to centralize and organize all relevant data, such as insurance companies, policy numbers, financial amounts, as well as validity periods. Exported files, typically in CSV or Excel format, are essential for in-depth analysis, clear communication between stakeholders, and informed risk management decision-making.

International insurance data export includes the following elements for detailed and efficient management:

• vehicle: Clearly identifies the vehicle covered by the insurance policy, making it easier to manage and associate policies to each member of the fleet.

• Insurance company: Mentions the name of the company providing the coverage, allowing precise monitoring of insurance partners and an evaluation of their performance.

• Number: This field indicates the unique number of the insurance policy, guaranteeing rapid and simplified traceability of each contract.

• Start Date: Specifies the date the insurance comes into effect, allowing you to track the activation of the coverage.

• End Date: Indicates the expiration date of the policy, essential for anticipating renewals and avoiding periods without coverage.

• Amount excluding tax: Reflects the net cost of the insurance policy, allowing accurate tracking of expenses.

• Amount including tax: Mentions the total amount of insurance, including taxes, for overall financial management.

• VAT: Breaks down the applicable value-added tax, providing complete cost transparency.

The organization and export of international insurance data contributes to increased control of processes related to risk management. They enable managers to stay informed of critical deadlines and take proactive steps to ensure continued coverage. Companies can also use this data to identify performance gaps between insurers, reduce unnecessary costs and improve their international insurance strategy.

By making this information available in a clear and standardized format, this approach strengthens collaboration between internal departments, external partners and regulators. This results in optimized resource management and increased protection against unforeseen risks, thereby supporting the company's strategic objectives.