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Agency Data Transfer Services (“ADTS”) is a Dallas-based technology company that builds “bridges” from property casualty insurance agencies to reduce duplicate data entry. After extracting client data from the management system, it is cleaned through a proprietary interpretation library, and then used as the agency wants.

ADTS has been assisting agencies, carriers, underwriters and MGA's with entering client data into rating engines and spreadsheets since 2003 and has:

• Completed more than 1,000 agency data transfer projects
• Saved more than 200,000,000 keystrokes by data entry people.

ADTS recently launched its suite of products designed to pre-fill web applications and spreadsheets with client data from agency’s management system.

Features:

• Developed by insurance professional (CPCU) with 40 years agency experience
• Cient Data:
  • Is extracted from ACORD applications for individual clients or in batch for other purposes
  • From any agency management system
  • With abbreviations or misspelled terms are interpreted so you don’t have to
  • Missing from the management system can be supplemented with default data
• 3 support teams in Texas, Florida and New York:
• Are accessed by phone, email or one button chat
• View your screen to speed problem solving
• Monitor and record calls for training and quality assurance purposes
• Use on-line movies to train users
• Have extensive training in solving data entry issues

Benefits:

By eliminating duplicate data entry, agencies:

• reduce errors
• allow employees to focus on generating new business and/or customer service
• increase profits
• reduce stress by allowing quoting and book rollover projects to be finished in minutes, rather than days

ADTS offers innovative, quality, easy-to-use services that will put your agency on the “cutting edge”. It’s Sales / Training / Support team is friendly, knowledgeable and always there to respond to customer needs. They will walk you through the process step-by-step to ensure your satisfaction.

Spreadsheet Assistant builds bridges to Underwriters' Spreadsheets

Today underwriters often require spreadsheets to model their hurricane exposure or for large vehicle schedules.

Using an internet-based process, ADTS extracts client data from agency management systems using ACORD applications and puts the data into the selected spreadsheet, along with defaulted values. During the process, ADTS interprets misspelled or abbreviated data to ensure proper entry into the spreadsheet.

Current offerings include a generic Schedule of Values spreadsheet (all data on the ACORD 140 app) and the AmRisc spreadsheet. Others are coming in the next few months.

Assistant builds bridges to Web Applications and PC based rating software.

ADTS offers an internet based system to upload client data to web applications. The data is uploaded, interpreted, and then ready to use to Pre-Fill web applications or can be entered into PC based programs.

Current web application offerings include:

• Citizens Homeowners (Multi-Peril)
• TurboStorm Commercial (Multi-Peril)
• Many Homeowners and BOP carriers

Loss Run Assistant makes requesting loss runs easier than ever

Underwriters frequently require agencies to obtain loss runs before they can quote. So, 60-90 days before a commercial policy renews, agency employees spend hours requesting loss runs. ADTS can do it simply by using an ACORD application.

ADTS pre-fills the Loss Run request form by extracting simple information 90 days before a policy’s renewal:

• Client name
• Carriers and policy numbers for the past 6 years
• Type of policy

Then loss runs are automatically ordered by mail or by fax, and from various websites. You receive a professional report that you can send to the carrier or to the insured.

Book Rollover Assistant makes moving a book of business simple and painless.

Thinking about moving or selling a "book" of business and you want a professional looking, accurate report to show underwriters quickly?

ADTS profiles your "book of business" and creates that report. You have an simple way to pick the accounts to profile and to enhance your report with information not found in your management system (SIC codes, sum of all property values, nature of business, GL classes and description, and more). You receive the report sorted at least 3 different ways with additional summaries in hours.

After a modest set-up fee, ADTS monthly fee allows all agency users to use all of these products within the subscription service (some products have additional fees based on complexity etc.). This fee is much less than cost the to hire a data entry person for your agency.

As of May 1, 2008, FAIA Members receive discounts on ADTS products and services. Fee schedule as of 5/1/2008:

For further details about ADTS products and services call:

877-2PREFILL (877-277-3345)
817-380-5400

**Subscriptions to ADTS products do NOT include subscriptions to some 3rd party products such as TurboStorm which may be required for use.