Batch Filing (Agent)

Policy Filing - Slip

Batch Submission Methods

Batch files may be submitted through a file upload in SLIP or an API (web service) submission. The standard way to automate batch submissions is to configure your existing agency management system (AMS) to export the policy data as XML so it can be uploaded manually as a single file. You can take automation further by using API submission for complete integration.

Agent Batch User Guide

Agent Batch Schema (.xsd)

Please send a request using our contact form to acquire the current batch schema.

Batch Account Request Form

Complete the Batch Account Request Form and send to [email protected].

In this video, you’ll learn about batch filing in SLIP. We will cover what batch filing is, how to set up batch filing, and submitting a batch filing: