EbixMeridian

Carrier data download with TEAM-UP.

Ebix TEAM-UP moves policy, claims, and direct bill commission files from carrier servers into the agency system in ACORD-standard AL3, from multiple carriers at once, processed into EbixASP without re-keying.

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About integrations

What TEAM-UP downloads

Three file types cover the data an agency re-keys most: the policies, the claims, and the commission statements.

Policy Download

New business, endorsements, renewals, and cancellations arrive from carrier servers and process into the agency system without re-keying.

Claims Download

Claim activity files flow from the carrier to the agency, so the account record reflects claim status without a phone call.

Direct Bill Commission Download

Commission statements arrive as data instead of paper, feeding the receivables and producer payables in agency accounting.

ACORD-Standard AL3

Files move in the AL3 format the industry standardized on, accepted by agency management systems that support the standard, with no additional certification required.

Multi-Carrier Consolidation

Files from multiple carriers download at once and land in a single location, so the morning's processing starts from one place.

Secure Transfer

Encrypted transfers, with carrier-side integration into the carrier's existing site authentication.

Every agency needs the download

Without carrier download, an agency re-keys what the carrier already knows: renewals, endorsements, commission statements, and claim activity. TEAM-UP brings that data in overnight and EbixASP processes it into the client, policy, and accounting records it belongs to.

Because TEAM-UP uses ACORD-standard AL3, it also serves agencies on other management systems: 41+ agency systems are supported, with no additional certification required.

How commissions post to accounting

TEAM-UP · overnight downloadAL3 feed active

Meridian Mutual

Policy · DB Commission

Processed

Granite State Indemnity

Policy · Claims

Processed

Bayline Specialty

Policy

Processing

Cumberland Casualty

DB Commission

Queued

From carrier server to posted record

The download runs on its own schedule; the agency works from the result.

Carriers connect

Each carrier the agency writes with is set up once. TEAM-UP reaches the carrier's servers directly rather than waiting on a mailbox.

Files download

Policy, claims, and direct bill commission files arrive in AL3, from every connected carrier, into one location.

The system processes

EbixASP reads the downloads into client, policy, and accounting records. Renewals, endorsements, and commissions post without manual entry.

The desk starts current

CSRs and accounting open the day against records that already match the carrier's.

Built for both sides of the exchange

TEAM-UP serves agencies that need carrier data in their system, and carriers that need a modern way to deliver it.

For agencies on EbixASP

Downloads process natively into EbixASP policies, claims, and accounting.

For agencies on other systems

AL3 output serves 41+ agency management systems without additional certification.

For carriers

A commercial off-the-shelf transition from download mailbox methodology, integrated with the carrier's existing site authentication.

Translation services

Data TEAM-UP Translation Services integrate with upload bridging and AL3 download where formats differ.

Stop re-keying
carrier data

See TEAM-UP download against your carrier list, from the overnight feed to the posted record.