Accurate reports and bordereaux depend on accurate data entry. That can be tricky when data entry and reporting requirements vary from product, or state, or company.
AIM provides a framework for entering custom data validation rules that you designate. These can apply globally to all policies, or the rules can be set to apply to specific cases that you outline.
These rules can apply differently at different stages of the policy lifecycle, as well. Different rules can apply at quoting rather than binding, and even at time of endorsement or cancellation.
These rules are entered directly into the SQL database as stored procedures. Lucitech is very experienced in writing and applying data entry validation rules that work with your team, and not against them.
When the data entry is validated and excellent the quality of your downstream activities like policy issuance and reporting also improves.
ASK US ABOUT THE 10-MINUTE BORDEREAUX
You will find that data validations are a key component to achieving the 10-minute bordereaux.