InsurDigi brand markInsurDigi
Help center

Help center & product guides

Documentation for insurance management software — from setup to data import and renewals.

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Illustration of the InsurDigi help center with product documentation topics
Illustration of the InsurDigi help center with product documentation topics

The InsurDigi help center groups guides by workflow: sign-in, import customers, add policies, and enable renewal reminders, each article has concrete steps and FAQs in the HTML.

  • Topics: Getting started and Data import, more guides added as features ship
  • Support via support@insurdigi.com and hotline 0982797874 during business hours
  • Internal links to product, pricing, and blog for extra context

Deployment metrics

37

Active agencies and organizations managing on the platform

Source: Sigma core-insurance system dashboard ·

~35%

Reduction in policy lookup and processing time

Source: Performance survey across pilot insurance agencies ·

100%

Automated policy status sync and renewal notifications

Source: InsurDigi centralized data management system ·

Source and as-of date are listed per metric.

Help glossary

Help center
Self-serve guides for agencies using InsurDigi, from account setup to data import and renewals.
Step-by-step guide (HowTo)
Each article lists concrete steps in the HTML so you can follow along without hidden accordion content.
Import from Excel
The workflow to bring existing customer and policy lists into InsurDigi in batches, with error checks before saving.
Onboarding support
Email and consultation form when you need help beyond self-serve docs, especially for large Excel files.

Pick a guide topic

The table below helps you open the right article by role and goal.

Help center topics compared
TopicBest forExpected outcome
Getting startedNewly registered InsurDigi usersAccount ready with first customers and policies
DataTeams migrating from ExcelCustomer and policy lists in the system with fewer import errors

Getting started

Getting started with InsurDigi

The first steps to set up and load data into InsurDigi.

Key steps

  1. Log in — Use your provisioned account to log in to InsurDigi.
  2. Add customers — Create customer records manually or import from Excel.
  3. Add policies — Attach policies and vehicles to each customer record.
  4. Enable renewal reminders — Check expiry dates so the system reminds you in advance.
Open the guide: Getting started with InsurDigi

Data

Import data from Excel

How to bring your customer and policy lists from Excel into InsurDigi.

Key steps

  1. Prepare the Excel file — Arrange columns to match the customer and policy template.
  2. Upload to the system — Use the import function to upload your file.
  3. Review and save — Check the imported data, then confirm to save.
Open the guide: Import data from Excel

Help center questions

Answers on documentation scope, support channels, and how to find the right guide.

Does help documentation replace a live demo?
Not entirely. Articles cover basic self-serve steps. For complex rollouts, submit the form or email for onboarding support.
What if I get errors when importing Excel?
Read the Import from Excel guide to verify column format. If errors persist, email a redacted sample file to support@insurdigi.com.
Is English support available?
Yes. Help articles are mirrored at /en/help. Support email accepts both Vietnamese and English.
When are guides updated?
When product features or recommended workflows change. The update date appears in the editorial block above the article list.
How do I enable renewal reminders after adding policies?
Once policies have correct expiry dates, reminders are calculated automatically. See Getting started, step 4 explains how to verify.

Frequently asked questions

Tell us what you need and we will guide you from there

Share your team size or your current bottleneck. We will respond with practical direction instead of a generic pitch.