Policy Data Conversion demo
Every in-force policy moved off the old system with its forms and history, and proved to match before it goes live. 1:13
What the demo shows
A migration solution that moves in-force policies off a legacy system and proves they match.
Six agents read the legacy records and the scanned forms behind them, convert every policy, re-rate its current term in the new system at the same rate version, and compare it field by field and rating step by step; each difference is traced to its cause and its document, one approved rule fixes every policy that shares it, and the wave is signed only when count, premium and coverage tie out.
Transcript
- Policy Data Conversion moves in-force policies to a new system and proves each one matches.
- Half of core system replacements run late or over budget, and Convorsion is where they stall.
- Each policy appears twice, the old green screen and the new record, field by field.
- The new system re-rates the same term at the same rates, step by step.
- Here, the Brennan Home comes out $14 higher.
- The alarm credit hit in a remark field, so the mapping dropped it.
- The scan certificate proves it.
- One approved rule fixes all 128 policies.
- Each cause gets one rule.
- The wave signs only when everything ties out.
- Every converted policy proved to match on premium and coverage before GoLive.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.