Upload Your Client Data

Please follow the three steps below to help us get your account ready for action.

Prepare Data

Gather Client Data in a Spreadsheet

Include: First Name, Last Name, Email, Phone, Date of Birth, Policy Effective Date, Policy Type (Life, Annuities, ACA, Non-ACA Health, Medicare, Ancillary), and Status (Active/Canceled).

Save File(s)

Save as a .csv or .xlsx (Excel) File

Avoid password-protected or encrypted files; we handle security.

Upload File(s)

Submit Using the Form Below

We’ll clean, validate, and integrate all data into your Sabreli Systems account.