Zurich: Deploying Rating Spreadsheets with Database Integration
Zürich Financial uses Excel for CPQ (Configure, Price, Quote). However, these spreadsheets are constantly updated to reflect changes in the market, and new spreadsheets containing pricing models for new product lines are frequently added. Using EASA, Zurich has deployed these pricing tools as secure and simplified web apps which use the business logic of the original spreadsheets. This has been accomplished without incurring the high cost of programming custom solutions, and without discarding the original spreadsheets.
How does EASA protect my intellectual property?
Your spreadsheet is hosted on a secure cloud server. Only the designated input and output fields are accessible via the web app, eliminating the risk of exposing formulas, calculations, or proprietary methods.
How does EASA help with regulatory compliance?
EASA provides version control, access restrictions, and an audit trail of all changes and submissions. This ensures your pricing and underwriting tools follow internal and external compliance standards.
Can EASA handle complex Excel models with VBA or macros?
Yes. EASA supports 100% of Excel functionality, including VBA, macros, add-ins.
Amlin: Reducing the Risk & Cost of Using Spreadsheets
Amlin has streamlined an error-prone workflow that relied heavily on Excel for data input and aggregation by using EASA to create and deploy a reliable browser-based application, without having to write any code. The app is accessible from any device with a browser, including mobile devices, and permits secure authentication, complete version control, and straight-forward auditability.
Insurance
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