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SGI Canada and Policy Works offer brokers option of portfolio download


January 23, 2012   by Canadian Underwriter


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SGI Canada and Policy Works have teamed up to offer brokers the option of portfolio download.

SGI Canada brokers using Policy Works Commercial Management System are now able to download all current business, such as new applications and renewals, through a batch process directly into their Policy Works system. 

“Providing brokers with the ability to have our policy information pre-populate their Policy Works system is one way we can make it easier for brokers to submit commercial business to us electronically,” said John Dobie, SGI’s vice president of Canadian operations.

SGI Canada is a member of the Policy Works Certified Data-Exchange Partner (CDEP) program. The CDEP program aims to ensure that commercial data is exchanged between insurers and Policy Works in an accurate, reliable and secure manner.

All CDEP partners are committed to working with the CSIO Standards, a Policy Works release says.


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