Company download is the ability of an insurance company to electronically input the book of business you have written with them into the management system. Company download creates the policyholder contact information and the policy information, including coverages. This feature saves you an enormous amount of time when you first implement a management system because it prevents you from needing to manually enter this information yourself. In addition, on a daily basis, all new business written is downloaded as well as any endorsements, cancellations and reinstatements. Download ensures that your customer and policy information is kept up to date in the system, preventing you from pulling files each time a customer calls. Imagine the time you could save simply because you don’t have to file away a stack of folders at the end of each day. Please take a look at the available personal and commercial company download partners available below.

08/2008
New Interface Partners

02/2008
NFIB Offers Insurance Agent Members Preferred Rate on DORISOnline