You’ll love exchanging commercial-lines data with your insurers. Policy Works has partnered with Intact, Gore Mutual, Aviva, RSA, Economical, Missisquoi, and L'Unique to provide brokers with a commercial-lines data exchange solution. The Policy Works eMarketing functionality enables brokers to both upload and download commercial policy and quotation information.

What is eMarketing?
eMarketing, quite simply, is the electronic exchange of commercial-lines data. This includes uploading your submission (from Policy Works to your insurers’ site) and downloading your quote (from your insurers’ site back into Policy Works).

How is Policy Works able to do this given the complexity of commercial policies?
Each piece of commercial-lines data entered into Policy Works is coded in a standardized manner. This is the key to successful data exchange. Using the CSIO commercial-lines XML standards, we map the data in Policy Works to each insurer partners’ website. This means that each piece of data is accurately and reliably transmitted to your insurers. In other words, your insurers receive exactly what you intend to send.

Does eMarketing respect my workflow?
Absolutely. For Policy Works customers, the process is fully integrated into the Policy Works workflow. eMarketing includes all of the benefits of using companies’ quoting sites, with little of the data reentry.

And with participating insurers, Policy Works customers can take advantage of single sign-on. That means no more logging in to your insurers’ portal. Our workflow takes you from your Policy Works desktop directly into the insurers’ portal, by-passing login pages.

Is eMarketing safe and secure?
Each of our insurer partners works with Policy Works to meet the stringent requirements of our Certified Data Exchange Partner Program. To exchange data with Policy Works, each partner must meet specific standards, verification, and security criteria. Why do we do this? Because the integrity and security of your commercial data is of utmost importance to us.

What are the benefits of eMarketing?
A lot less re-keying for your frontline staff, faster turnaround on quotes, better customer service, improved protection against E&O exposure, and a healthier bottom line.