Erie Selects DWL To Provide Transactional CRM Solution

Leading P&C and life insurer aims to create unified view of agent and policyholder across enterprise for optimized business transactions

New York, NY – August 7, 2001 – DWL Incorporated, a leading provider of transactional e-solutions, today announced Erie Insurance Group (The ERIE) has selected its solution. DWL will provide The ERIE with industry-specific portals and a transactional CRM application to create a common view of the customer across the organization and enhance business transactions with agents and policyholders. The solution will allow ERIE agents and policyholders access to sales, product and policy information directly from The ERIE’s back-end business administration systems through personalized user interfaces in real-time.

ERIE will go live with DWL Unifi Insurance™ for P&C Agent Portal as well as four additional portals for their property and casualty and life lines of business, all of which run on DWL Unifi Engine™, the framework for delivering application services that allow companies to rapidly deploy industry-specific transactional portals. These composite applications, accessed via a browser, will make The ERIE’s multiple administration and agency management systems appear as a single application tailored for agents’, policyholders’ and employees’ view.

“By delivering updated, relevant data through portal applications, we can maintain a consistent customer view for our agents. And, we can replace existing administration  systems in the back-end with new ones,” said John Sommerwerck, CIO, Erie Insurance Group. “DWL offers both superior real-time transactional technology and a strategic approach to how insurers can best consolidate valuable agent and customer information through technology that leverages existing back-end systems.”

DWL Unifi Transactive CRM™ will effectively consolidate policyholder data from Erie Insurance Group’s property and casualty and life insurance administration systems into an integrated platform through which all customer transactions will flow.

Based on XML and Enterprise Java Bean™ technology and created expressly for the insurance industry, DWL Unifi Insurance for P&C Agent Portal gives agents real-time point-of-service capability, allowing ERIE’s business users to complete policy change, new business, policyholder portfolio and billing transactions directly with the back-office systems via a browser.

“Many financial services organizations continue to deploy Web services applications to meet CRM initiatives across only one line of business,” said Justin LaFayette, chairman and co-founder, DWL. “The industry will see more companies like ERIE taking a more integrated approach by consolidating and unifying information from multiple back-end systems to achieve better visibility across the enterprise.”

About ERIE

Erie Insurance Group, based in Erie, Pennsylvania, is the 18th largest automobile insurer in the United States based on direct premiums written and the 29th largest property/casualty insurer in the United States based on total lines premium written [according to A.M. Best Company]. The Group includes the Erie Insurance Exchange, Flagship City Insurance Company, Erie Insurance Company, Erie Insurance Property and Casualty Company, Erie Insurance Company of New York and Erie Family Life Insurance Company. Erie Indemnity Company [Nasdaq — ERIE] is the principal management company for the member companies of the Erie Insurance Group. It has more than 3.1 million policies in force and operates in 10 states and the District of Columbia. Erie Insurance is rated A++ [superior] by A.M. Best Company and is listed in Ward’s Top 50 for financial security and stability.

News releases and more information about Erie Insurance Group are available at

About DWL Incorporated

DWL Incorporated is a leader in transactional
e-solutions for major insurance, financial services, consumer products and retail companies throughout North America and Europe. The company’s client list includes, AXA Canada, Dominion of Canada General Insurance Company, Manulife Financial, National Life Group, Cara Operations Ltd., The Body Shop International, Royal & SunAlliance Financial, Sun Life Financial and, amongst others.

DWL has also aligned with leading technology and consulting partners to increase its services and vertical scope. Founded in 1996, DWL Incorporated is a privately owned, venture capital and institutionally funded corporation headquartered in Toronto. The company has offices in New York, London, Paris and Sao Paulo. For more information about DWL and its products and services, please visit

Source: DWL Incorporated