Insurance Mapping for Conversion

Insurance Mapping for Conversion

In order to import Insurance Policies from an old PM correctly, it is necessary to map Insurance IDs from the previous System to the equivalent in the new PM.

  • Tools needed:
  • Insurance Mapping CSV file (spreadsheet)
  • PM Insurance Library

Map the Insurance Policies

Policies for any Insurance that are left Unmapped will not be imported.

  1. Open the Insurance Mapping CSV file (spreadsheet). 
  2. Start on the first row beginning with the second column (B), and locate the Insurance Carrier Name, Address, and any other relevant information.

  1. In the PM, go to Libraries > Insurances.

  1. Locate the matching Insurance in the Insurance Library.

  1. Copy the PM Insurance ID into the CSV column labeled Internal.
  • Repeat the steps for each row in the Insurance Mapping CSV file.

When complete, attach the completed file to the Training Ticket, or as otherwise directed.

Multiple Insurances

Multiple Insurances can be mapped to one PM Insurance by inserting the same PM Insurance ID into multiple rows on the CSV file.

Learn More


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