ING
Delivers Pending Case Downloads
via E-Z Data’s DataXchange Online Solution
Pasadena, CA, December 21, 2006 – E-Z Data,
Inc., a leading provider of front-office systems
for insurance companies, general agents, banks,
investment dealers, agents, and financial
advisors, announced today that ING in now
delivering pending case downloads using the
popular DataXchange™ Online solution. ING joins
more than 25 other carriers using DataXchange, a
data aggregation solution for the insurance
brokerage industry, to proactively exchange new
business and policy information with their
independent distribution channels.
DataXchange Online is designed to meet the insurance
brokerage industry’s unique data-integration needs,
serving as a centralized hub that securely moves
critical application and policy information from
multiple insurance carriers to independent distributors.
By pushing pending case status updates directly into the
brokerage agencies’ underwriting systems, DataXchange
eliminates the risk of cases falling through the cracks
and provides the agencies’ case managers with immediate
visibility into changes or past-due requirements that
require their immediate attention. Staying focused on
doing what is necessary to get their submitted business
underwritten helps the agencies deliver superior service
to their brokers.
“At Target we pride ourselves on service. But the
service that we provide to our brokers and their clients
is dependent in so many ways on the service that we get
from our carriers,” said Matt McAvoy, president, Target
Insurance Services, Inc. and immediate past chairman of
Nailba. “Pending status download is enormously helpful
in staying on top of our cases in underwriting. Without
it, we all – carriers, agencies, and agents – are forced
to operate so much less efficiently. We are delighted to
have ING on board with status download. It will help us
both do more business and do it better.”
“I would like to thank our partners at ING for
recognizing the importance of providing this service to
our BRAMCO member agencies,” said Chris Soniat,
executive director at BRAMCO. “Having case status
underwriting activity pushed directly into our systems
is more effective by orders of magnitude than our case
managers having to go calling after it or looking to see
if anything has changed on every case and on every
individual carrier’s website.”
DataXchange Online is used by more than 25 leading
carriers to exchange new business and policy information
with nearly 100 distributors nationwide. DataXchange
Online is compatible with ACORD and NAILBA data
standards and requires no proprietary software in the
carrier’s data center.
About E-Z Data, Inc.
Leading financial services organizations and top
financial advisors worldwide rely on E-Z Data’s practice
management, agency management, and CRM solutions to
systematize proactive, hi-touch communication with
clients, increase sales, and reduce operational costs.
E-Z Data solutions are used by more than a quarter
million financial services professionals and
industry-leading firms including HSBC, M Financial,
MetLife, National Financial Partners, ProEquities,
Prudential, Royal Alliance, and Securian. For more
information about E-Z Data’s solutions, go to
www.ezdata.com or call 800-777-9188. Contacts:
CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505
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