Empowering Expansion: DCS Boosts EDI Capabilities with Mapper Module, Training and 811

Southeastern Underwriters, a leader in insurance, escrow, compliance, and risk management solutions, has relied on a robust EDI system for years. While they effectively managed daily EDI operations, their team lacked the bandwidth and specialized skills to handle new EDI documents and trading partners—limiting their growth in a competitive industry.

Challenges

Though Southeastern Underwriters’ EDI system, TrustedLink for Windows (TLW), supported ongoing operations, they faced the following challenges in expanding their capabilities:

  • Custom Trading Partner Maps: The client needed the ability to create and modify custom EDI maps to accommodate new business relationships.
  • New EDI Document Type (811): To efficiently manage mortgage insurance applications via EDI, they required the implementation of the 811 (Consolidated Service Invoice/Statement) document type.
  • Onboarding New Trading Partners: With major clients like LexisNexis, Farmers, and State Farm, Southeastern Underwriters needed smoother options for bringing new trading partners on board quickly and efficiently.

DCS Solution: TLW Mapper Installation and Custom EDI Development

Data Communication Solutions (DCS) collaborated closely with Southeastern Underwriters to enhance their EDI capabilities with targeted solutions:

  1. TLW Mapper Installation:
    • DCS installed the Mapper module within the client’s existing TLW environment, enabling Southeastern Underwriters to create and modify custom trading partner maps independently.
    • The installation was carried out with minimal disruption of day-to-day operations.
  2. 811 EDI Document Setup:
    • DCS developed and configured the 811 EDI document type within the TLW system for new trading partners, including LexisNexis, Farmers, and State Farm.
    • Each setup was customized to meet the unique requirements of these trading partner, ensuring compliance and smooth data exchange.
  3. Ongoing Support and Training:
    • DCS provided dedicated support and hands-on training, empowering Southeastern Underwriters’ team to manage EDI maps and document types as they onboard new trading partners.
    • This knowledge transfer helped the client reduce reliance on external resources and improve in-house EDI management.

The Results

DCS’s enhancements delivered substantial benefits for Southeastern Underwriters which included:

  • Greater Efficiency: With the 811 document type now set up, the client can efficiently handle mortgage insurance applications, speeding up transactions with key trading partners.
  • Increased Business Opportunities: The added EDI capabilities opened the door to expanding relationships with major customers like LexisNexis, Farmers, and State Farm, fueling future revenue growth.
  • Enhanced In-House Capabilities: DCS’ installation of the Mapper module and comprehensive training, empowered the Southeastern Underwriters’ team to manage and configure EDI operations independently, reducing reliance on external resources for future needs.

Conclusion

DCS successfully expanded Southeastern Underwriters’ EDI capabilities, equipping them with the tools and knowledge needed to manage their growing business effectively. This project highlights DCS’s expertise in EDI development, integration, and training, ensuring clients can continue to serve their partners and customers effectively.

If you’d like to know more about DCS’ development and EDI project services and how we can supplement your existing resources to improve your EDI, contact us at [email protected], call our sales team at 952-999-4251, or use our contact form.

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