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Automation (Specifically downloads)

Posted: Fri Mar 08, 2019 9:06 am
by pageltd
Anyone using an Agency Management System that 1) automatically downloads from Ivans and 2) automatically sets up renewal / endorsement / cancellation tasks.

Is this possible?

Re: Automation (Specifically downloads)

Posted: Sun Mar 10, 2019 12:09 pm
by Jesse Cunningham V
We use Applied Systems - DORIS. Check it out

Re: Automation (Specifically downloads)

Posted: Sun Mar 10, 2019 2:32 pm
by pageltd
So my question is this;

Does Doris download the daily transactions automatically without any human intervention?

Re: Automation (Specifically downloads)

Posted: Mon Mar 18, 2019 4:04 pm
by BADTROUT
EZlynx does the auto downloads, and in addition you can set up workflows through their automation center for cancellations, renewals etc etc

Re: Automation (Specifically downloads)

Posted: Mon Mar 18, 2019 4:17 pm
by pageltd
Automatic, meaning no human intervention?

Re: Automation (Specifically downloads)

Posted: Mon Mar 18, 2019 10:25 pm
by BADTROUT
Intervention required when a download isn't matched to a client file but that is a negligible occurrence. As for the automated processes, I mean you do have to program it to do what to do and when you want it to do like set a talk or reminder, send an email etc etc

Re: Automation (Specifically downloads)

Posted: Tue Mar 19, 2019 9:14 am
by pageltd
Is the 'compare' feature able to discern whether something has inadvertently dropped off the policy that wasn't supposed to? I think this is one of the key benefits of striking a decent balance between technology and trained professionals.