BookSmart® for Policy System Conversion

Upgrading to modern core systems is a competitive imperative in today’s market. It’s not a matter of if, but when. The safe, accurate migration of your policy data from one system to another is a huge piece of the process. It can cost thousands of man hours and millions of dollars, and still not be optimally done. Until now, P&C carriers have had two poor options for policy conversion software:

  1. An ETL mapping product for straight through processing that inevitably pushes bad data into the new system
  2. A home-grown mapping tool, representing years of arduous and error-prone manpower

To keep pace with your policy renewals with complete, accurate data in the new system, you need both.

BookSmart delivers automated mapping, manual quick fix, and deep P&C insurance content and experience.

Part man, part machine, only insurance = total policy conversion solution.

  • Overview

    Manage Multiple Simultaneous Conversions
    Easily segment conversion efforts by system, line of business, program, etc.

    Work in Bulk
    Update thousands of policies at a time adding required values, bumping limits, and adding coverages.

    Built in Reports
    BookSmart highlights problem data in the aggregate so you can address them before converting.

  • Highlights
    • ETL mapping for 80-90% of policies, UI quick fix for remainder
    • P&C product and rules definition
    • ACORD mapping libraries
  • Impact for Carriers
    • Reduced labor
    • Optimized process
    • Clean, accurate data in new system