Helping You and Your Brokerages Work Better Together

With more than 25 years of broker-carrier interface knowledge, we know what works. And what works really, really well. Here are some ways you can put our expertise to work for you:

Interface Strategic Planning. Sit down with us or give us a call as you formulate new changes to your brokerage interface. We’ll help you avoid deployment hiccups, work through security issues or resolve record-translation problems. We can also put you in touch with key brokerages who can serve as sounding boards, to ensure that your plans dovetail with brokerage needs. Result? A seamless rollout, broad acceptance and smooth transition for your brokerages.

Download Certification. Our download certification process is the most rigorous in the industry, and an essential step in maintaining data integrity. Certification protects your brokerages, and it protects you. Before you “go live” with changes to your download transactions, we require that you send a set of test files to our certification team. We document any errors in the record handling, and interact with you until we can certify your process. In fact, carriers universally certify their processes with us before submitting to our competitors — because even our competitors freely acknowledge that we have the best certification department in the business.

Initial Load Service. When one of your brokerages implements a new system from Applied Systems, you could work directly with them to transfer information on existing policyholders. But you’ll likely find it far easier to offload the whole task to us.

To learn more, contact Carrier Services.