Several of our clients rely heavily on program
business from MGAs. MGAs record policy information in Agency systems, and then
Carriers need to record the same in Carrier systems. It is redundant to re-key
activity that already exists in agency systems. Using specialized translation
software and custom data validation programs, we are able to load program
business data into Carrier’s systems and eliminate redundancies. Using
these same tools, we have successfully implemented interfaces from rating
systems to policy processing systems.
Case Study 1
We implemented an Automated Agency Interface for several MGAs
for Commercial Package policies. The system utilized a combination of Data
Junction, Microsoft Access and Microsoft SQL Server to format agency data
provided on Excel spreadsheets and text files. Data is re-mapped to a Major
Insurance Systems format and uploaded to the AS/400. System then, attempts to
post policies to a Major Insurance Systems. Special conditions cause some
policies to be pended in the Major Insurance Systems. An error report lists all
For one of the MGAs we were able to verify premiums based on exposures and
rating factors supplied.
Case Study 2
We assisted with the implementation of an Automated Agency
Interface for several agencies. The client had 60+ programs with several MGAs.
The products interfaced included General Liability and Commercial Auto. A
decision was made not to interface product-specific data. Subsequently, all
data was loaded into the Commercial Recording module.
Case Study 3
The client is a specialist in the environmental/pollution
products. We needed to record all policy underwriting information without
burdening technical assistants with entry of statistical information.
Statistical information needed to be reported to the home office and booked in
its mainframe systems. We solved this by building translation tables in Access
to maintain all statistical fields required behind the scenes. A coding sheet
was produced both as a printout and as an electronic attachment that was
transmitted on a weekly basis.