Interbook Transfer


Interbook Transfer automates the transfer of policy transactions between books of business within ConceptOne™.  For example, if you operate as both an MGA and a Carrier, this function eliminates policy data entry for the Carrier for business produced at your MGA.  Both production information and resulting accounting transactions are produced uniquely for each organization.  Your result – more time to spend growing your book as you leave the data synchronization to us.