Скачать или смотреть How to Import Data from HSBC Life DigiOne Portal to Foxel AI | Step-by-Step Guide

In this tutorial, discover how to seamlessly export policy data from the HSBC Life DigiOne Portal and import it into Foxel AI. This step-by-step guide is perfect for financial consultants looking to streamline their workflow and keep client and policy data up to date.

What You'll Learn:
🦊 How to export policy records from HSBC Life DigiOne Portal.
🦊 Tips for preparing your data for accurate imports.
🦊 How Foxel AI automatically maps attributes to make importing faster and easier.

💡 Why Foxel AI?
Save time, automate admin tasks, and enhance your client communication—all with secure and efficient tools built just for you.

Foxel AI works for financial consultants from any agency or firm, supporting your client and policy management across various insurers.

👉 Ready to get started?
Visit https://www.foxel.ai to request beta access and begin your journey with Foxel AI today!

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📃 Important Information
Foxel AI is currently based in Singapore, and its terms and policies comply with Singapore's Personal Data Protection Act (PDPA). Users outside Singapore are welcome to use Foxel AI, provided they ensure compliance with their local regulations.

📄 Terms of Use: https://www.foxel.ai/terms-of-use
📄 Privacy Policy: https://www.foxel.ai/privacy-policy

For questions or support, feel free to reach us at [email protected].