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:

Transaction Import

Surplus Lines transactions are automatically retrieved from the AMS and pushed into InsCipher. This processing usually occurs nightly at around 2 AM MST.

Document Import

Documents associated with surplus lines transactions are retrieved from the AMS and pushed into InsCipher.

Tax Calculation

Functionality for retrieving surplus lines tax rates inside of the AMS.

Payment Batch Reconciliation

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.