Do I need to standardize data before starting?

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Getting started with InsurDigi

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

This guide helps you set up InsurDigi and load your customer and policy data in a few basic 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.

No. You can start by importing existing data and refine it gradually.