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BookSmart® for Policy Conversion

ETL + Manual Quick Fix + P&C Content = The Difference

Migrating policies from legacy systems to new ones is a data beast that can cost significant time and several million dollars. Until now, P&C carriers have spent too much on labor costs and had two poor options for policy conversion software:

  1. An ETL mapping product that only knows straight through processing, inevitably pushing bad data into the new system (increasing labor costs and exposing the business to bad data in the new system).
  2. A home-grown mapping tool, representing years of arduous and error-prone manpower. (Why build when there's a proven product solve the problem?)

To keep pace with your policy renewals with complete and accurate data in the new system, you need both automation and manual touch—a combination of ETL, a robust web User Interface to find and fix errors before they go into the new system, P&C product and rules definition, and ACORD mapping libraries.

With BookSmart®

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Without BookSmart®

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With BookSmart®, you get it all: 80%-90% automated mapping, manual quick fix, and unrivaled insurance content and experience. Part man, part machine = total policy conversion solution.

Learn how you can save on labor costs with BookSmart®. Fill out the brief form below and we'll contact you.

Interested in a Demo?

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Learn how BookSmart® can help you with other bulk policy migration challenges.

For a free demo, please fill out this form, call us at 1-866-539-6623, or write to sales@agencyport.com.

insight: from the blog