Overview
Integration products from InsCipher that automate data intensive tasks to or from your Agency Management System.
Introduction
InsCipher provides methods crucial to workflow efficiency for agencies in the form of Integrations, which automate key data processes between the two systems.
Functionality
InsCipher classifies integration functionality into 4 primary categories:
Surplus Lines transactions are automatically retrieved from the AMS and pushed into InsCipher. This processing usually occurs nightly at around 2 AM MST.
Documents associated with surplus lines transactions are retrieved from the AMS and pushed into InsCipher.
Functionality for retrieving surplus lines tax rates inside of the AMS.
Automates the population of payment reconciliation batches to the AMS to quickly and easily update payables.
Supported Systems
Integrations with several major agency systems are supported either as a product of InsCipher or utilizing InsCipher functionality as an integration partner. If the system is InsCipher owned, you'll work with the team to set up an integration specific to your workflow. If it is an integration from a partner, it means that you get the same functionality but will go through that partner for setup.
Below, you can review what systems we are integrated with and to what functionality level. Click for more in-depth information about setup:
Setup timeline
The timeline to completion of integration setup depends on a few factors - namely:
- The type of integration and functionality desired
- Internal knowledge of the Agency system
- Resource allocation to fields mapping - which is the most time-intensive portion of integration setup
Generally, time to go-live can take anywhere from a few days to a month, dependent upon factors like those above.
FAQ's
Can I upgrade my AMS version if I have an integration with InsCipher?
Yes. InsCipher's Integration products are designed to ensure that you are able to update your AMS without disruption. However, you should report any changes to your database schema to the InsCipher team so that we can work with you to ensure the data mapping will not be affected, thus minimizing any impact to your team's workflow.
Updated 15 days ago