To overcome legacy concerns and improve data confidence, we took a different approach to the varied formats and detail from each insurance provider.
What makes our insurance data feeds different?
The brief from advisers was clear – keep my data up to date when insurer information changes, but don’t compromise the integrity by making too many assumptions.
Unfortunately, existing insurance data feed processes are ineffective and inconsistent. Some insurers have custom feeds, some retrofit policies into transactional investment portfolio feeds, and all insurers provide a different level of data (from high-level summaries thin on details to complex super linking and cover options).
To overcome legacy concerns and improve data confidence, Client Manager has taken a different approach to the varied formats and detail, or lack thereof each insurer provides. We analyse the reports downloaded from your insurer periodically, interpret the data, compare against existing records and suggest amendments or actions.
What providers are available?
The current providers that we support are:
- TAL (including Asteron policies)
- AIA (including CommInsure policies)
If you are seeking feeds for a provider not on this list, please let us know and we can look at the feasibility of building additional providers in the future.
How does it work?
User-Driven Monthly Updates
In the first week of each month, download the specified reports for each insurer and email them to us. Client Manager will process your batch of reports and compare them to the insurance records within your CRM.
The monthly comparison will result in a set of suggested actions. Client Manager will identity new policies vs. updates to covers vs. no change from the previous month. All these suggestions are presented to you for review before inserting. The power is in your hands to:
- Accept the proposed changes for the policy in one click.
- Decline/ignore the proposed changes for the policy in one click.
- Accept some changes to the policy but decline others.
Interested in adding this to your subscription? Our sales team can help!
If you have any questions, please email our support team at email@example.com