Data Integration Tools – IndependentAgent.com
ETL stands for Extract, Transform, Load. It runs on a schedule, usually nightly or weekly, pulling a batch of records from one system, reformatting them as needed, and uploading them to another. No one runs it manually. It just works.
You almost certainly already use ETL and don’t call it that. IVANS Download, an ETL service that delivers carrier policy data directly to your AMS every morning. The operator system retrieves the relevant policy records overnight, converts them to standard ACORD data, and loads them into your AMS before you even sit at your desk. This is the process even if the word ETL never appears on any screen you look at.
Other examples in an independent agency context: Vertafore’s DataLink receives AMS data on a schedule and feeds it into reporting tools. AgencyZoom and some CRM platforms run a nightly sync that pulls updated policy status from your AMS to keep their own dashboards up to date. Your accounting software can retrieve the commission data file on a schedule. All of this is ETL logic.
