The following is an outline of current functionality:
1. Captures all CSIO download transactions, with multiple sort criteria interface;
2. Comparison of incoming download to last previous term transaction:
3. User activity reports, as well as enterprise metrics;
4. Portfolio transfer. The ability to compare the incoming New Business (New carrier) against the expiring Renewal term (old carrier) is available. Two options are available.
Current design and process presents a comparison of the incoming CSIO download transaction against the last policy transaction on the SIG. A process that is policy or transaction-specific. It allows the user to easily use and interpret the information with the goal to prepare the appropriate communication to the client.
We have developed filters as well as coverage logic tests to test the incoming CSIO download transactions against an established brokerage standard. This will allow the brokerage to manage from a portfolio perspective. This is referred to as the Advanced Module.
We have also completed our beta testing for using third-party email client to communicate the results of the testing to the end user (client). The result is a low-cost communication method with analytics and metrics for analysis.