Policy Downloads

If you want to automate IVANS policy downloads into your Agency Management System or CRM we can assist you. AL3 files from IVANS server or EBix TEAMUP can be converted into corresponding XML files by using a conversion application. Once application is converted into XML, the XML is parsed to extract policy details and it is stored in corresponding AMS or CRM system. This process is then scheduled to make it run automatically without any manual intervention. In addition attachment of relevant documents to the policies inside CRM / AMS while uploading actual file to an external storage system (if needed) like AWS S3, Windows Azure, Google Docs, DocuSign or Salesforce is also that we implement based on requirements of our clients.
AL3 files contains in-depth information about each policy transaction like Transaction type (Renew, Cancellation for e.g.), Producer Detail, Commercial information, Insured and Co-insured party information, policy information (like Policy Number, LOB code, NAIC Code, Contract Term, Renewal Term, Form information, Prior Policy), Location information, Driver information, Vehicle information, File attachments etc as applicable. We have rich experience with parsing and appropriately storing or updating the information in backend AMS, CRM or Database as the case may be.

We can assist you for:

  • Configuring IVANS or Teamup downloads automatically without manual intervention
  • Automatic conversion from AL3 to XML
  • Parsing XML file to extract policy detail and updating backend AMS / CRM system
  • Notifying by emails or creating logs if something goes wrong
  • Uploading of attachments to external storage system like AWS S3, Windows Azure, Google Docs, DocuSign or Salesforce while connecting the document to policy record in AMS
  • Scheduling the entire process to continue to look for new files and download them
  • Creating optimized process to manage large set of downloads for multiple clients

We have rich experience of developing web based AMS systems (VB/C# .NET, Java, PHP) and Salesforce/Zoho/NetSuite CRM based agency management systems. Write to us today at our development email id dev@webners.com to get in touch with us or fill the contact form on our website.
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