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Book of Business Transfer Automation |
Manual process associated with rolling a book
of business:
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Commercial auto policy information needed to be integrated
from ratings system to policy management system
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No methodical approach to loading data into back-end
systems
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Reliance on costly manual processes to re-key data
or inefficient custom coding interfaces
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Errors and mistakes in data entry lead to incorrect
risk assessment and dissatisfied customers
Existing scenario:
Book of business transfer process design using Adeptia:
Book of business transfer automation using Adeptia:
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Whitepaper: