Instanda
Streamline surplus lines tax retrieval as well as surplus lines transaction and document data sync out of Instanda to InsCipher.
Since 2015, INSTANDA™ has empowered insurance companies across the world to rapidly adapt to customer and market demands with its no-code policy administration and distribution platform. Designed for seamless integration and unmatched configurability, the platform empowers insurance companies to rapidly create, manage, and optimize insurance products and customer journeys.
Overview
Customers already utilizing or interested in utilizing the Instanda policy management platform, this partner-owned (Instanda) integration provides the following functionality within the platform - configurable to fit your workflow:
Surplus Lines transactions are automatically retrieved from Instanda and pushed into InsCipher.
Documents associated with surplus lines transactions are retrieved from Instanda and pushed into InsCipher.
Functionality for retrieving surplus lines tax rates inside of Instanda.
Setup and Implementation
This integration and the functionalities mentioned above are not an out of the box product that InsCipher offers - rather, they are a set of configurable solutions built by Instanda utilizing InsCipher's APIs to be taken advantage of inside the Instanda product.
Customer setup process
Setup time can vary widely from not only new and existing customers, but based on the level of complexity necessary for the customer need. Generally, however, the following timelines are accurate for current Instanda customers looking to add the aforementioned features:
| Functionality | Timeline to implementation |
|---|---|
| Surplus lines tax calculations / rating | ~A few days |
| Sync surplus lines policy transactions to InsCipher | ~1-2 weeks |
| Sync surplus lines policy documents to InsCipher | ~1-2 weeks |
If you are not yet a customer of Instanda but would like to be - and wish to have any of the features above within your workflow, please contact [email protected].
Who to contact
Existing customers: Existing customers should contact their assigned Instanda account manager.
New customers: If you are not yet a customer of Instanda but would like to be - and wish to have any of the features above within your workflow, please contact [email protected].
Updated 12 days ago