Managing your data

eService links rely on accurate data. 

Valuations, for example, need the correct plan number.  Bulk data downloads may be used to help clean your data, or you can conduct your own data cleansing over a period of time.

It is important that any new business is entered in a way that will support eBusiness processes in the future. 

To do this, it may mean re-examining the procedures you have in place to ensure that business written now will have an accurate policy number recorded for future reference.

• The Matrix: Find out who supports online Valuations.

• Step six: Plan the roll out.