JenFlowFuneral policy data migration
Bring existing members, dependants, policy numbers, plans, branches and payment history from Excel into JenFlow through a review-first migration process.
A safer way to switch
Different systems use different headings and workbook layouts. JenFlow maps the client’s fields to JenFlow’s records and shows uncertain choices before the final import.
We identify member, dependant, policy, plan, branch and payment information across the workbook.
Saved mapping profiles connect the client’s headings and values to the correct JenFlow fields.
Known names and aliases are matched; uncertain options are confirmed by a person.
See totals, duplicates, missing information, policy numbers and warnings before saving.
Verified records enter the correct branches while existing policy numbers and historical payments stay intact.
Built for imperfect spreadsheets
JenFlow can work with one-person-per-row files, numbered dependant columns, separate sheets and files where dependants follow the main member.
Re-imports can fill missing fields without overwriting good information. Conflicts are shown for confirmation, and duplicate policy numbers are stopped before import.
Discuss your migrationSee it with your own records
Try JenFlow for 15 days, or book a guided demonstration for your management team.
Payment method required for the trial. Your selected plan renews after 15 days unless cancelled.