Anyone using an Agency Management System that 1) automatically downloads from Ivans and 2) automatically sets up renewal / endorsement / cancellation tasks.
Is this possible?
Automation (Specifically downloads)
Moderators: Josh, independent guy
Automation (Specifically downloads)
George Page
www.pageins.com
www.pageins.com
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- Insurance Journal Enthusiast
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Re: Automation (Specifically downloads)
We use Applied Systems - DORIS. Check it out
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Re: Automation (Specifically downloads)
So my question is this;
Does Doris download the daily transactions automatically without any human intervention?
Does Doris download the daily transactions automatically without any human intervention?
George Page
www.pageins.com
www.pageins.com
Re: Automation (Specifically downloads)
EZlynx does the auto downloads, and in addition you can set up workflows through their automation center for cancellations, renewals etc etc
Uwe Philip Kirch
President/CEO Rocky Mountain West Insurance
President/CEO Horizon Agency Systems
Horizon can help you start or grow your independent insurance agency
https://horizonagency.systems
President/CEO Rocky Mountain West Insurance
President/CEO Horizon Agency Systems
Horizon can help you start or grow your independent insurance agency
https://horizonagency.systems
Re: Automation (Specifically downloads)
Automatic, meaning no human intervention?
George Page
www.pageins.com
www.pageins.com
Re: Automation (Specifically downloads)
Intervention required when a download isn't matched to a client file but that is a negligible occurrence. As for the automated processes, I mean you do have to program it to do what to do and when you want it to do like set a talk or reminder, send an email etc etc
Uwe Philip Kirch
President/CEO Rocky Mountain West Insurance
President/CEO Horizon Agency Systems
Horizon can help you start or grow your independent insurance agency
https://horizonagency.systems
President/CEO Rocky Mountain West Insurance
President/CEO Horizon Agency Systems
Horizon can help you start or grow your independent insurance agency
https://horizonagency.systems
Re: Automation (Specifically downloads)
Is the 'compare' feature able to discern whether something has inadvertently dropped off the policy that wasn't supposed to? I think this is one of the key benefits of striking a decent balance between technology and trained professionals.
George Page
www.pageins.com
www.pageins.com