Insurance Lead Import

Migrate Your Data in Minutes

Upload CSV, XLSX, or PDF files and OfficeHubb normalizes, deduplicates, and imports your leads and sales automatically.

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Multi-Format Support

Import from CSV, XLSX, XLS, and even PDF files. AI extracts tabular data from PDFs automatically.

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Duplicate Detection

OfficeHubb checks for duplicates against your existing data and within the batch before importing.

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Dry-Run Mode

Validate your import without saving any records. See exactly what would happen before committing.

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One-Click Revert

Made a mistake? Revert an entire import job in one click from Settings. All imported records are removed.

4File formats supported
80,000+Records imported
<60sAvg. import time

Frequently Asked Questions

What file formats are supported?

CSV, XLSX, XLS, and PDF. For PDFs, AI extracts the tabular data and converts it into structured records.

How does duplicate detection work?

OfficeHubb generates a dedupe key from email, phone, and name (for leads) or policy number + date (for sales) and checks against existing records.

Can I import both leads and sales?

Yes. The import tool supports both lead and sale imports with separate normalization and validation.

What if the import goes wrong?

Use the revert feature in Settings to delete all records from a specific import job. The revert is permanent and immediate.

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