Calgary, AB (July 12, 2018) – Re-entering data into commercial lines quoting portals and underwriting systems has been a challenge for brokers and underwriters alike. Policy Works Inc. and RSA Canada aim to reduce the pain of duplicate entry with their new commercial lines data exchange initiative with straight-through processing technology built on Policy Works’ Smart Doc™ API.
Effective immediately, RSA Canada underwriters can import submission data directly into their underwriting systems using Policy Works’ Smart Doc ™ API. No re-typing of the policy data found in the PDF submission. And when the quote has been completed, brokers can download the quote details, along with a PDF copy of the quote, directly back into their Policy Works system.
The data exchange doesn’t stop there, brokers can also download customer renewal data that includes underwriting and coverage details.
“RSA Canada has been a Certified Data-Exchange Partner since 2008. We’ve collaborated with them on several connectivity strategies over the years and we’re very excited to bring this new technology platform to our broker partners across Canada,” says John Eastly, President of Policy Works Inc.
“Helping our broker partners and underwriters work better together is key to our shared success,” states Rosalind Staples-Simpson, VP Commercial Operations at RSA Canada. “Our commercial lines integration with Policy Works helps everyone focus on high-value work aligned with driving our mutual growth ambitions, instead of re-typing information into different systems.”
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SOURCE: Policy WorksTags: API, commercial lines, data exchange, Policy Works, RSA