Drag & drop files here, or
You can pick many files at once:
CUSTOMER SERVICE printouts (PDF) · an Excel / CSV list with one customer per row · existing case sheets (CSV).
Files with the same policy no. are joined together – e.g. upload the printouts, then an Excel list with the nominees.
One row per customer. A “Help” sheet inside explains every column.
| # | Customer | Status | Actions |
|---|