Policy Mover is a universal adaptor to move policies and quotes between Agents, Carriers and Core Systems Providers.
1.Mergers and Acquisitions
3.Outsourcing to TPA’s, MGA’s
4.Conversion to new policy systems
Move quotes and policies from:
1.Agent system to Agent System
2.Carrier to Carrier
3.Old system to new System.
4.On-premises to Cloud.
Policy Mover takes Policy files from a source system, then it maps and translates them into the Intellagents Model and orchestrates the importing of that data into the target system. Policy Mover will also work with a policy # list if, policy inquiry capabilities are available.
Complexity and degree of CSR oversight depends on how similar or different the policy, rating, Forms and coverage rules are between the sending and receiving system.
For Renewal Based conversions, Polices will be staged for renewal in the target system.
For Mid Term Policy Conversions, a Complete transaction history will be moved to the target system in sequence. This is predicated on the availability of the data in the source system and the capabilities of the receiving system to allow for backdated transactions, premium overrides and suspending of print, billing and booking, etc.
Input or outputs can either be:
Legacy Flat Fixed Text File of Complete
Legacy CSV Files
Pricing is Custom based on the number of policies and complexity.