PolicyCenter external system integration

By design, PolicyCenter is flexible and can integrate with many applications and services. These integration points need to be considered as you configure the application. Some are mandatory but others are optional, depending on your business needs. The types of systems with which you can integrate PolicyCenter include the following:

Legacy policy administration system

As users renew or change policies, you can import the policy data into PolicyCenter.

Billing system

When a user creates a policy, PolicyCenter exports billing information. PolicyCenter also sends and receives information as the policy changes.

Claims system

Information is sent to and from claim systems. The claims system can send information about the number and type of claims against a policy. PolicyCenter sends policy data to the claims system, such as policy effective dates which answer the question, “Was the policy in-force when this accident occurred?”

Print issuance system

This system produces policy forms and letters that need to be printed (issued).

Document storage system

This system stores documents that need to be tracked in a central repository.

Database warehouse or reporting system

Use this system for reporting purposes.

Authentication system

Users might need to be authenticated from other systems.

Contact management or address book application

It is often necessary to store and maintain contact information separately from PolicyCenter because users outside of PolicyCenter might need access to that information. For information on how PolicyCenter integrates with a contact management system, see Contact management system integration.

Rating engine

The system that rates a policy and sends the quote information back to PolicyCenter. This system also calculates the estimated annual premium in audits.

Department of motor vehicles

When you integrate with this system, agents can request and send driver information to the regulatory body.

VIN (vehicle identification) service

Use this system to look up VIN information. The default configuration contains a demonstration plugin.

Producer management system

This central repository stores producer related information, such as producer codes used in territories, and information about producers, such as their licensing.

Vendor management system

The system that tracks information about vendors that the insurer uses. An example of a vendor might be an outside audit company.

Sales portal or application

A system that separates the process of collecting account information and submission proposals from the actual issued policy.

Actuarial or statistical system

PolicyCenter can send data to a system for actuarial analysis.

State insurance bureau or department of insurance

A legal entity that performs a duties including tracking follow-up information for each policy. This entity also sends back suggested rates and experience modification information. PAS systems might also send their proof of insurance.

Address normalization and validation services

Services that provide normalization and validation against information provided by the United States Postal Service (USPS). The USPS provides standardized abbreviations such as ste for suite and ln for lane. The USPS also lists the complete range of numeric addresses for streets, street addresses for ZIP codes, and ZIP codes for each state.

Credit rating system

A policy administration system might periodically request information about an insured. An example of a credit rating system is Dun and Bradstreet.