Clearing the unmatched download queue
Matching arriving policy data to existing records, and surfacing the genuinely ambiguous ones instead of guessing. A confident wrong match here corrupts the record silently, so the design bias is toward asking.
A certificate request arrives as a sentence in an email, and answering it correctly requires deciding which endorsements the policy actually grants.
The agency management system is the record, and a standardised download feed keeps parts of it current. The feed is positional flat file in origin, its coverage varies by carrier and by line of business, and a policy that arrives without matching an existing record lands in a queue somebody clears by hand.
- IVANS Download
- Applied Epic
- Vertafore AMS360
When this is the wrong thing to build
Pick something else if the queue is small enough that the person clearing it also catches carrier errors while doing so. Some manual queues are quality control wearing a costume.
The constraint that shapes it
Producing a quote or binding coverage happens under a licence that is issued per state and per line, and separately under a carrier appointment, so a person can be licensed without being appointed. More on how this sector works.
Two sources of truth. One queue of the rows that do not line up. Read what this shape is, or start from one of these.
- Rebuilding an annual operating expense reconciliation from the lease
- Reconciling a broker trust account three ways every month
- Matching a closed transaction back to the lead that produced it
- Collapsing two overlapping MLS feeds into one property list
- Widening a conflicts search past exact spelling
- Rebuilding a billable day from the trail the systems already keep
- Why is a policy sitting in the unmatched download queue?
- What happens when carrier download matches to the wrong client record?
- How do I clear suspense in Applied Epic without corrupting the policy record?
- Does AL3 download carry every line of business a carrier writes?
- How do I decide when to let a download match automatically?
Back to insurance agencies, or see how this is priced and scoped.