General Questions

Does retailer have to have any particular management system?
No, we can get data from any management system or even simple ACORD app programs like Choices.  We estimate over 10,000 agencies have 2nd and 3rd tier systems including some of your customers.

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What does retailer do?
Emails their ACORD printed from their management system (or spreadsheet) to MGA.

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What does MGA underwriter do?
Forwards email with ACORD app or spreadsheet to our Pre-Fill Web Service.

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How long does data conversion process take?
Average conversion time over the past year is 15 seconds.  However, if special interpretation is needed, conversion may be delayed by a few minutes.

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How are defaults established?
The MGA has web dashboard to establish its own defaults including underwriters, coverages, etc.

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What reports are available to MGA?
Available reports include; past applications, usage by retail agency, usage by underwriter, keystrokes saved.

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Can data then be entered into web applications?
Yes.

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Form Handling

How many management systems have you mapped to date?
We have mapped over two-hundred fifty different dcouments.  This includes most management systems including all of the major vendors.   Applications already mapped include:

• ACORD 125 - Geral Information
• ACORD 126 - Commercial General Liability
• ACORD 127 - Commercial Auto Application
• ACORD 129 - Commercial Auto Listing
• ACORD 130 - Workers Comp
• ACORD 131 - Commercial Umbrella
• ACORD 140 - Commercail Property
• ACORD 160 - BOP
• ACORD 823 - Location Listing
• ACORD 80 - Homeowners
• ACORD 84 - Dwelling & Fire
• ACORD 90 - Private Passenger Auto
• ACORD 25 - Certificate of Insurance
• ACORD 45 - Additional Interests

Additional PDF’s mapped include declarations pages from various insurance companies and applications printed by carrier systems.

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How long does it take to map a new app that is not in your current library?
Mapping process takes from one to four hours.  Length of processing delay will be affected by number of new apps in queue.

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What about large property or vehicle schedules?
We have processed ACORD applications as large as 300 pages with over 300 locations.  We can also add data from spreadsheets if retailer sends in a specified format.

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Data Correction

What if retailer has misspelled or abbreviated construction or Subject of Insurance?
ADTS already has more than 10,000 data quality repairs such as misspelled and abbreviated expressions in our interpretation library with new ones added daily.  If an app has an unknown expression, it can be interpreted, generally within minutes, during this time a MGA user is notified that there is an interpretation delay.

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What if retailer has put Valuation (or another important element) in wrong place in their management system?
This condition is expected and handled automatically handled by the Pre-Fill web service.

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What if retail user describes Building in unique way?
The web service can interpret expressions that are unique for that application only.  For example, retail customer service representatives have described 20 apartment buildings as “Park City A”, “Park City B”, etc.  We interpreted those as individual buildings for that application and data was entered correctly without having to require the retail CSR to change the data.

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What if retail application has unique building numbering scheme?
Retail agency management systems differ in the extent that they force retail users to correctly number buildings.  The Pre-Fill web service can distinguish some misnumbered buildings without making retail user change numbering scheme.

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AIM® - Agency Information Manager Specific

How long does it take MGA user to finish data entry into AIM?
Less than a minute.

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Can data be entered into AIM without human intervention?
Yes.

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How does Pre-Fill AIM know which Underwriter insured is assigned to?
Our webservice determines the underwriter from the MGA sender’s email address.  However, the MGA user can change underwriter to any shown in AIM using dropdown.

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How does Pre-Fill AIM know which agency insured is assigned to?
Our web service takes the retail agency name from original email of sender.  However, the MGA user can change retail agency if agency is a different branch using dropdown.

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How does Pre-Fill AIM know which Coverage should be entered?
Our web service determines coverage by viewing which ACORD apps are sent.  However, the MGA user can change to any AIM Coverage using dropdown.

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