Dirty intake in.
Bank-clean records out.
Unifyr watches every carrier file dropped into Drive, cleans it against a million-policy bank, matches agents to NPNs, and hands reviewers a ready-to-approve queue.
March intake
Watched Drive folder · 4 files
Prudential_Mar2026.xlsx
4,218 rows
Lincoln_Intake.csv
12,840 rows
Nationwide_Weekly.xlsx
892 rows
Allianz_QTD.xlsx
3,109 rows
Product walkthrough
Four phases, one durable workflow
01 — Intake
Drive is the front door
Per-section watched folders are polled on a schedule. New carrier files land as discovered — start processing when you are ready.
March intake
Watched Drive folder · 4 files
Prudential_Mar2026.xlsx
4,218 rows
Lincoln_Intake.csv
12,840 rows
Nationwide_Weekly.xlsx
892 rows
Allianz_QTD.xlsx
3,109 rows
02 — Clean & match
Cleaned against the policy bank
Within-file dupes collapse, the intake date gate trims out-of-range rows, and every agent matches to an NPN through the writing index and fuzzy passes.
Lincoln_Commissions.csv
12,840 rows · dedupe vs policy bank
Parse
12s
Clean
8s
NPN
31s
Dedupe
running
Review
—
✓NPN assigned · 12,712 of 12,840 (99.0%)
→Checking against 974,221 policies in the bank…
03 — Review
Approve with confidence
Cross-import and policy-bank duplicate flags surface before commit. Bulk-approve clean rows the moment conflicts clear. Every decision is logged.
Pending review
4,218 rows · 2 flagged
March intake
Watched Drive folder · 4 files
Prudential_Mar2026.xlsx
4,218 rows
Lincoln_Intake.csv
12,840 rows
Nationwide_Weekly.xlsx
892 rows
Allianz_QTD.xlsx
3,109 rows
Lincoln_Commissions.csv
12,840 rows · dedupe vs policy bank
Parse
12s
Clean
8s
NPN
31s
Dedupe
running
Review
—
✓NPN assigned · 12,712 of 12,840 (99.0%)
→Checking against 974,221 policies in the bank…
Pending review
4,218 rows · 2 flagged
What's in the box
Built around the policy bank
Policy bank backbone
Every intake row is checked against a versioned snapshot of your full policy bank — agent + policy + premium matches, with smart product-type rules.
3-key
remove
2-key
$0.01
1-key
missing #
Live pipeline status
Clean, NPN, and dedupe stages stream to the dashboard in real time. No refresh.
Drive-first intake
Watch a Drive folder per section. Poll discovers new carrier files — they stay discovered until you start processing.
NPN matching
Writing index, reference table, fuzzy name passes — unmatched agents flagged for review instead of silently dropped.
Review queues + audit trail
Review queues with role-based access. Every approval and duplicate decision is logged.
Smart dedupe
Within-file, policy-bank, and cross-import flags — three passes, every commit.
Workflow
One pipeline, end to end
Every file follows the same durable workflow — from first parse to final approval against your policy bank, with live status the entire way.
- 01
Intake
Drive poll discovers new carrier files by section — start processing when ready.
- 02
Parse
Multi-carrier spreadsheets queue on the default parser. Column layout normalized per row.
- 03
Clean
Intake date gate trims out-of-range rows; within-file duplicates collapse.
- 04
NPN
Agents matched to NPNs via writing index, reference, and fuzzy passes.
- 05
Dedupe
Rows checked against the policy bank and prior imports — conflicts flagged.
- 06
Review
Reviewers approve clean rows; approved policies land in the policy bank.
Stop hand-cleaning carrier intake
Connect your Drive folders, configure intake sections, and let Unifyr clean every carrier file against your policy bank.