All pdf upload solutions are not created equal.
In a recent research study* conducted by SMA the number one method of passing data and information between agents and insurers for commercial line mid-market lines of business was “email with a pdf attachment”. The number two method for commercial lines packages (just behind agency portal with data capture) was “email with a pdf attachment”.
What’s the best method to handle these uploads?
iter8, in partnership with Appulate and using the Uplink solution, offer a solution that agents and insurers are embracing.
This solution enables agents working in their agency management system to easily submit pdf files to insurers for new business quotes, and facilitate carrier’s catching and transforming the information, saving keystrokes and saving money.
- Works with any agency management system
- Uses ACORD XML standard
- Can act as an internal tool for converting forms to ACORD XML
- No transaction fees
Agent feedback meshes with Insurer feedback - “file, print, uplink and done” and “caught, processed, integrated”
We’re so confident this solution will work and you’ll be satisfied, that we offer a no cost, or no obligation proof of concept. Fast, easy, and proven
Not all pdf upload solutions are created equal....iter8’s is superior.
*SMA Distribution Management Study. December 2012.