Travelers Makes Real-Time Policy Available Through Applied Systems Agency Management Systems

Travelers Property Casualty has made available real-time policy view to independent commercial insurance agents and brokers directly through their Applied Systems agency management systems. The capability, called Electronic Policy View (EPV), allows agents to access, view, print and save commercial lines policies in real-time.

Now, agents can access policy information in real-time directly from their agency management system, without having to locate paper files or log on to a separate company Web site.

“Travelers offers agents and brokers many e-business solutions through their agency management systems, and we continue to expand our suite of offerings,” David Findley, senior vice president of commercial and personal insurance operations, said. “The latest capability is EPV, which allows agents to access coverage information in real-time – helping to reduce the need for the agency to handle paper copies of policies. Taking advantage of e-service solutions allows agents to spend less time on routine policy administration and more time on generating new business for their agencies.”

EPV displays commercial business insurance policies issued through Travelers’ various automation systems. Policy files are received from various policy issuance systems, then converted into electronic images using the latest industry technology. EPV was first made available to agencies for commercial policies earlier this year via the Travelers Agency Portal, the company’s online doorway to systems, forms and applications independent agencies use on a daily basis.

EPV also marks the latest advancement in Applied System’s “Light ‘Em Up Campaign,” an initiative to install new real-time interface transactions within all agencies using Applied Systems agency management systems, and to automatically enable communications with the major insurance carriers they represent. Travelers will authorize all of its contracted agencies and brokers to begin using this capability, currently in pilot, in the next few weeks.

In addition to EPV, quoting for Travelers business owners, auto, umbrella and workers comp policies is available as well as claim loss runs via Applied Systems. A billing inquiry capability will be also available soon.

Topics Agencies Tech