Spreadsheet Assistant

We’ll build a BRIDGE to your spreadsheet. Underwriters are using spreadsheets
to model their exposure to catastrophes and many require the agency
to re-enter client data into the Underwriter’s spreadsheet format.

The problem:
Its time-consuming
Error prone
Another project for your CSR that puts stress on the marketing of insurance
Some spreadsheets we’ve seen have 60, 70, 80 fields of data

Our solution:

We’ll extract your data from your management system using an ACORD       application and put the data into your spreadsheet.

Value proposition:

Any ACORD app from any management system
Data preparation to fix errors