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Carriers and Download - What Agents Need To Know

Join this two-part series to learn about Download from the Carrier side of the process. You can’t fully understand what is going on with the data coming into your system without knowing what’s going on with the carrier side of the equation. In this two-part series, NetVU Member Joyce Sigler will be joined by two of Vertafore’s most knowledgeable Download gurus – Nellie Massoni and Kristin Hicks.

We’ll cover:
Lesson 1 – What goes into making a data exchange?
• The role of the carrier and agent in the process
• Minimum Data Sets
• Industry Working Groups
• Vendors
• ROI
• What data can be sent
• Why is Excess business so different?

Lesson 2 – Hear from a panel of award-winning carriers
• Different data sets for each carrier
• How the agency can be heard
• Challenges of M&A activity for both agencies and carriers
• Carrier internal updates that ‘break’ things