Tighter Interface Relationships with Brokerages

Our Interface Optimization Services bring your brokerage interface into the tightest possible alignment with your brokerages’ workflows. Since these services are interdependent, we offer them as an all-inclusive service package, under an annual agreement.

Interface Development Toolkit. With your agreement, you have use of our CUOnline development toolkit. The toolkit lets you create Web edits, which fine-tune the interface presented to your brokerages so you can gather supplemental information. This capability intercepts incoming brokerage inquiries as they arrive at CSIO, verifies the incoming data for completeness, then pushes out follow-up forms for gathering corrected or supplemental data. You can use this toolkit to gather or reformat information that falls outside of the standard ACORD forms, to guide your underwriting or ensure that only clean data (as you define it) enters your system.

Brokerage System Test Accounts. We establish test accounts within our online versions of TAM (and soon, Epic) for your exclusive use. The accounts are connected with CSIO Mailboxes (for download transactions) and WARP (for real-time). Essentially, you have your own complete brokerage system that you can use for preproduction testing. You see exactly what your brokerages see when they interface with you, so you can verify that interchange is correct and as-intended before you commit to production.

Real-Time Training and Webinar Services. We’ll partner with you to develop training and webinars for your brokerages, tailored to the workflows and nuances that your interface presents. If you require special security measures, different form fields or special steps, this is the ideal forum for presenting them to brokers all at once. We’ll also co-present with you at your national or regional sales meetings, or other gatherings. You can take advantage of these training opportunities at no charge, provided they fall under terms of the Interface Optimization Services agreement.

Brokerage List Matchups. Optimizing your interface is much easier if you know the software and version your brokerages are running. Send us a list of your brokerages, and we’ll return a list that includes the Applied system they’re running, version, and number of users they have.

The above services are only available under terms of our Interface Optimization Services agreement. For information on how your company can participate, contact Carrier Services.