The Cincinnati Insurance Companies partner closely with their agencies to provide a wide array of eDoc and data download workflow capabilities. Implementing these workflows increases efficiency, saving your agency time and money. Cincinnati Insurance has been recognized for our work in driving digital transformation with the Pinnacle Award in Nashville at Applied Net 2024 as well as the 2024 IVANS Gold Spark Awards for both commercial and personal lines. 

The Best Place To Start With Adopting New Technologies Is With eDocs

Adopting eDoc functionality eliminates the need for your agency to pull policy documents from your portal or file paper copies, reducing or eliminating the cost of shredding paper policies and allowing for direct digital distribution of the policy.

Here’s How It Works

PDF copies of policy documents are pushed into your agency management system. Those PDFs are then processed into the agency management system directly from Cincinnati’s and are matched up to client file according to the agency management system’s requirements. Those PDFs can then be previewed and sent directly from the agency management system to the policyholder or shared on the agency portal.

Cincinnati Insurance’s eDocs offerings span across multiple lines of business including commercial, personal and surety. You can also receive direct bill commission reports as either a PDF, Excel document or both. Auto ID card eDocs are available in PDF form with both the policy document and a separate PDF. This includes watercraft ID cards for personal lines. Small businesses can pick through a variety of lines of business including BOP, worker’s compensation, auto or umbrella.

Data is Key

Adopting data download functionality preserves data integrity and eliminates the need to re-enter data that is delivered directly into your agency management system. Adopting downloads will send the customer policy information data for accounts into your management system. It allows agents to service policyholders more effectively and efficiently from their agency management system. Data downloads eliminate double entries, so you don’t have to manually enter customer information. The data provides a quick snapshot of the current policy information and preserves data integrity.

Getting Started with Data Downloads

Cincinnati offers the ability to test data download before turning it on for live use. Initial load options are available which send the last active image of all the policies we currently have with your agency.

Like our eDocs offerings, Cincinnati Insurance’s data download capabilities also span across multiple lines of business such as personal, commercial, small business and more. For commercial package policies, the multi-year or annual term selected determines how policies download. Crime and inland marine coverage can be downloaded as a separate line of business or included with the property line of business, whichever is preferred. If your agency works with our Cincinnati Customer Care Center to maintain it’s book of business, you can select to download policy data only for those policies. Additionally, claims data for new, reopened or closed claims as well as their payments can be accessed and downloaded.

Founded in 1950, The Cincinnati Insurance Companies are headquartered in Fairfield, Ohio, and provide property and casualty insurance through a select group of premier independent agencies.