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Real Time Interface

At Chubb, we strive to help our agents and brokers provide better and faster service; and make it easier to do business with us.  That is why we have teamed up with many agency management system vendors to develop and deliver solutions to your most frequent requests:  billing, policy and claims information.  In addition, we also support the uploading of notices of loss from some agency management systems.

Listed below are the supported products and services we use to deliver these tools via your agency management system:

Transformation Station™

  • Personal lines upload / rating bridge - NEW!!!
  • Personal lines direct bill inquiry
  • Personal lines policy inquiry
  • Commercial lines policy inquiry (includes specialty lines)
  • Claims inquiry (for personal and commercial lines)
  • Claims First Notice of Loss upload with attachments
  • Automated Web site log in

 

TransactNOW™ and CarrierPassport™

  • Personal lines upload / rating bridge - NEW!!!
  • Personal lines direct bill inquiry
  • Personal lines policy inquiry
  • Commercial insurance policy inquiry (includes specialty lines)
  • Claims Activities and Notifications
  • Claims inquiry (for personal and commercial lines)
  • Automated Web site log in

For assistance in implementing Real Time in your agency, click on the link below to download:

Agency Upload:  Masterpiece Real-Time Rating Bridge for TransactNOW and Transformation Station User Guides for both AMS and Applied agency management systems:

Agency Upload: Masterpiece Real-Time Bridge User Guide

Independent Agent's Real Time Implementation Guide

For complete setup procedures, you will need to contact your Agency Management System vendor.  For agents using Applied Systems and Transformation Station, you are required to set up Chubb-specific agency codes in order to begin using real-time interface applications. For detailed instructions please click on the link below: 

Applied Transformation Station setup

AMS TransactNOW™ Installation Guide

In addition, you may also click on the link(s) below to download Quick Reference Guides for the following transactions:

First Notice of Loss Upload for Applied Systems

Personal Lines Policy Inquiry for Transformation Station

 

For Chubb assistance with any of the above, please contact one of the numbers below:

For commercial/specialty lines inquiries and first notice of loss upload:

Chubb eBusiness Help Desk:  1-877-747-5266, Option 2

For personal lines inquiries:

CPI Premier Solutions:  1-866-324-8222

 

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Brochure (.pdf, 90k) *

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