Highlights: PMACS^® Solution

Implemented PMACS^® software for a large, multi-carrier insurance company to manage all producer data at the enterprise level. Also developed a custom application to translate data and generate client-specific codes in order to integrate the PMACS^® application with a 25+ year-old legacy system that could not be immediately replaced

Replaced several Lotus Notes support systems

Delivered project on time in five months

Challenge

Client E wanted to improve productivity and efficiency within licensing department but could not completely replace existing agent database that over 25+ years had been integrated throughout the organization. Client E then wanted to eliminate manual processes and duplicate data entry wherever possible. Reducing the training time and cost required before a new processor could be productive was also a priority.

Evaluation

Although the PMACS^® functionality met the requirements for improved productivity, the real challenge was keeping the existing agent database up to date temporarily until it could be completely decommissioned. The mismatch in structure between the newer PMACS^® application, which focused on flexible producer management, and the existing system that was designed to support the agent relationships of the early 1970's also made the data conversion a challenge. Finally, Client E had created a variety of codes and descriptions over time that were used to make up for the lack of current functionality. Several other small applications had been used to maintain and generate these codes.

Solution

Using the PMACS^® conversion import process, the agent data was extracted from the legacy system and converted. More than 400,000 agent profiles were converted with more than 1 million license and appointment records. The McCamish team also created a new application to manage the codes and data translations required to keep the legacy system up to date. Client E selected a middleware tool to aid in data integration. The McCamish team designed the processing flows and developed data retrieval objects used by the middleware in a JAD (Joint Application Development) environment.

Benefits

This approach substantially reduced the complexity of integrating with the existing systems and enabled the users to enjoy the benefits of the PMACS^® application right away. With the new system in place, Client E was now able to easily transfer the agent data requests from the legacy database to the PMACS^® application.

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