Bulk Uploading E&O and Cyber Documents

Read the step-by-step guide below or check out the video walkthrough. 

When to Use Bulk Document Upload

While Turris handles initial document uploads during onboarding, you may need this feature when:

• Adding a group of new agencies after initial setup
• Acquiring a new company or book of business
• Updating expired policies in bulk
• Migrating documents from another system

Document Types Supported

Currently, Turris supports bulk upload for:

• E&O Policies (Errors & Omissions)
• Cyber Liability Policies

Note: If you need to collect other document types (Crime & Fidelity, etc.), contact support to discuss adding these capabilities.

Prerequisites

Before uploading documents:

• Agencies must already exist in the system
• Documents should be in supported formats (PDF preferred)
• Document names should clearly identify the insured party

Step-by-Step Upload Process

Step 1: Access Document Import

1. Navigate to the E&O and Cyber section
2. Click Import E&O Policies or Import Cyber Policies
3. Note: E&O and Cyber documents must be uploaded separately

Step 2: Upload Documents

1. Click the upload button
2. Select multiple documents at once
3. Upload your policy documents
4. The system begins extracting data automatically

Step 3: Data Extraction

The system automatically:

• Extracts policy information from documents
• Identifies insured names
• Pulls coverage limits
• Extracts policy dates
• Verifies against your configured business rules

Step 4: Review Extracted Information

After extraction completes:

1. Navigate to the Policies tab
2. Review the populated information:
   • Insured names
   • Coverage amounts
   • Policy effective dates
   • Expiration dates
3. Verify data accuracy

Assigning Documents to Agencies

Manual Assignment Process

1. For each uploaded document, you'll see:

   • The extracted insured name
   • Suggested agency matches with confidence scores
   • Match percentage (e.g., "100% match")

2. Review suggested matches:

   • High confidence matches (90-100%) are usually accurate
   • Lower confidence matches may need manual verification

3. Click to confirm each assignment:

   • Select the correct agency for each document
   • The system learns from your selections for future matching

Managing Uploaded Documents

Document Actions

For each uploaded document, you can:

• View: Open and review the document
• Edit: Make changes to extracted information
• Delete: Remove incorrectly uploaded documents

Access these options via the three-button menu on each document.

Filtering and Organization

Use filters to view:

• Assigned Documents: Successfully matched to agencies
• Unassigned Documents: Requiring manual assignment
• Expired Policies: Needing renewal
• Expiring Soon: Approaching expiration date
• Active Policies: Current and compliant

Monitoring Compliance

After uploading, the system:

• Checks coverage against your minimum requirements
• Flags policies below required limits
• Identifies expiring or expired coverage
• Enables automated renewal reminders

Troubleshooting

Common issues and solutions:

Data Extraction Failures:

• Check document quality and legibility
• Verify documents are complete

Matching Issues:

• Confirm agency names in documents match system records
• Check for variations in business names
• Ensure agencies are uploaded before their documents

Assignment Errors:

• Review and correct any mismatched assignments
• Update agency information if names have changed
• Use manual assignment for ambiguous matches

Integration with Business Rules

Uploaded documents are automatically checked against your configured:

• Minimum aggregate coverage limits
• Minimum per-claim coverage limits
• Policy expiration grace periods
• Other compliance requirements

Future Capabilities

Document handling continues to evolve. Future updates may include:

• Additional document types
• Enhanced matching algorithms
• Bulk renewal processing
• Advanced automation options

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.