- Migrating and analyzing policy data just got safer for more carriers posted Tuesday, March 19, 2013
- Lucky Number 7 An Annual Conference Wrap-Up posted Tuesday, September 25, 2012
- Two (or Three or Four) Heads are Better Than One posted Thursday, August 16, 2012
Tame the data beast.
BookSmart in Action!
Ask us to demonstrate how BookSmart can help you easily and accurately acquire bulk data from agents; migrate bulk data between internal policy administration systems or carrier to carrier; evaluate internal rating and underwriting; and analyze their agents’ books of business—all within a single system. Fill out the form to have a sales representative contact you.
Agencyport's BookSmart® is a one-of-a-kind proven solution for migrating entire Books of Business — both personal and commercial lines. Whether you're acquiring a book from an agent, processing one purchased from another carrier, migrating policies from one policy administration system to another, or analyzing your existing books, BookSmart® offers a flexible, easy-to-use solution to streamline and simplify the process — and give you a complete understanding of the risks inside.
Internal Systems Conversion
Move data from one policy admin system to another quickly and efficiently. Data will automatically standardize to the new system's rules.
Inter-Carrier Book Rolls
Seamlessly transfer complete line of business data between another carrier and you. No more re-keying.
Rate and Underwriter Modeling
Evaluate your own books quickly and easily. Let your underwriters and marketers get back to what they do best.
Automated Book Analysis
Assess 100% of your agents' business, no matter the source or the format.
BookSmart® automatically prepares large data sets by validating and normalizing bulk policy records and applying company-specific underwriting rules. It also provides powerful reporting for instant analysis of which risks are desirable, and integrates quickly and easily with rating, point of sale and policy systems to move book data through your specific workflow, without all of the re-keying along the way.
BookSmart® lets users quickly and easily evaluate, edit and report on book transfer data. Its reporting capability also improves the overall assessment of a book's quality, helping companies better qualify the risk of a book of business. Smart.
Sample reports include:
- Data Validation Reports
- Profile Reports
- Detailed Line of Business and Coverage Reports
- Custom Reports
With BookSmart®, change is easy. Go ahead, make adjustments to policy data. Transform coverage codes or other values specific to a prior carrier to your coverages and values before moving policies over. Use VIN validation or address correction services to ensure the data you're entering is accurate. Bulk upload, simple or global update capabilities allow you to easily manipulate the data to meet your system's needs. Excel spreadsheet export also gives you the ability to push new data down to agents — all at once, not one policy at a time.
Easy on Your Business Partners.
Why not start off on the right foot with a new business partner, or remind an existing one why you're the best carrier to do business with. BookSmart® gives you the data you need without you having to take over partners' systems or ask for printed documentation.
Built on ACORD XML.
Like all Agencyport products, BookSmart® is based on ACORD XML standards and designed to be integrated with your core processing systems from policy administration system to rating and rules, etc. Because all data is stored in ACORD XML, it can be sent by policy or in bulk to company systems or rating engines at any point within the book transfer process.
Other BookSmart® Highlights
Supports multiple data formats:
- ACORD XML
- Excel Spreadsheets
- Custom formats based on other carrier requirements
Supports multiple lines of business:
- Personal Lines:
- Personal Auto
- Personal Package
- Personal Umbrella
- Dwelling Fire
- Commercial Lines:
- Commercial Auto
- Workers' Compensation
- General Liability
- Commercial Property
Ask us to demonstrate how BookSmart® can improve your producer satisfaction and save you time and money. Call us on 1 (866) 539 6623 or write to email@example.com.