Carrier Interface Documents

These documents are updated regularly. Check back often for the most current status and information.

Epic & TAM
PDF Document: Requires Adobe Reader Interface Reference Guide
PDF Document: Requires Adobe Reader Batch Interface Reference

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Knowledge That Builds Brokerage Relationships

More insurance carriers interface with their brokerages through partnerships with Applied Systems — in fact, more than all other insurance automation companies combined.

That gives us a depth of knowledge in all facets of the insurance business – knowledge that works for the benefit of carriers and brokerages alike. Here's how Applied Systems enhances your company's value in the insurance marketplace:

Sales

Insert your company directly into your brokerages' quoting workflows to add accuracy, control, and ease of doing business to policy sales and service. By implementing real-time ACORD XML quote transactions, your company can:

  • Control the accuracy of quotes provided by your brokerages.
  • Enhance your company's quotes beyond just a premium amount by attaching company-specific documents such as Proposals, Coverage Descriptions, Applications, Acknowledgements, Waivers, etc. Sell insurance based on who you are instead of simply the price of your premiums.
  • Provide real-time quoting and submission for Policy Transfers, for a single policy or an entire book of business, within the context of your brokerages' workflows.

Service

Enhance your brokerages' customer service and reduce E & O risk by providing safe, secure single-click access to your policy, billing, and claims information — directly from within your brokerages' workflows.

Synchronization

Transmit new information to brokerages as initial and daily download, being certain you and your brokerages have synchronized policy copies. We offer personal and commercial lines upload and download with more than 300 carriers, and the selection is expanding rapidly.

To learn more about interface with Applied Systems, contact Carrier Services.