Queue the cheesy, black and white video montage, and read the following in your best infomercial voice:

“Have you ever needed access to an API that was still using the SOAP messaging protocol?”

“Tired of programming in C#?”

“Are you a Python programmer and cringe at the idea of learning a new language for a single project?”

Well look no further! Did you know you can access those pesky, old SOAP APIs using Python?

I recently had a project where I needed to access our Agency Management System, in this case, Applied Epic Cloud. After working with Applied, I found…


The insurance CSR (Client Service Representative, aka Account Manager) or their administrative assistants are responsible for downloading a number of documents related to an account. These include everything from estimates, inspection reports, policy information and a number of other documents. If we can write a utility that will log into a carrier’s website, retrieve those documents and upload those to our agency management system, then we have saved the CSR a chunk of time that can be spent better servicing their customers or growing the book of business.

In this article, I will walk through a very basic example using…


Let’s Go Fishing! (screen credit)

I have been watching some of the game automation and Deep Learning/AI from Sentdex and Engineer Man on YouTube, which I wanted to learn for work (Huge fan of these guys BTW).

This is a far cry from that, but my goal is to ultimately read through tens of thousands of scanned documents and retrieve the data, which may be handwritten or typed. This means that I have to read the scan as an image, read a character, convert to a numpy array and make some decisions as to what the character is/should be. …


This article will take the concept of writing an underwriting engine allowing APIs and platforms to collect user information and be able to provide an accurate quote based on those values. As this application matures, I will introduce the ratings engine to a module that will analyze the collected data and make decisions related to underwriting and rates that would otherwise be made by a human underwriter. In this first article, we will write the basic structure of the engine and define its data points.

SPOILER ALERT: This is laying the foundation of an underwriting rules engine. Once we build…


I’m driving down the freeway at 2 or 3 in the morning in April of 1990. I’m completely sober, but I’m coming home from a night out. There are maybe 3 cars on the road. There is a long stretch of freeway with a nice, steady decline between Crown Valley Parkway and Junipero Serra. I’m a little bored so I decide to see how fast I can get the old wagon to go.

I floor it. At 65, she starts shaking a bit. Not a lot, just a slight vibration. I grip the steering wheel and press harder on the…


Source: Wikipedia

It was 1990. I was 17 years old. Earlier in the year, a rumor had spread through my high school that a man had rejected society to seclude himself away in the hillside of Torrey Pines, a city just north of San Diego. This wasn’t an ordinary just-sane-enough-not-to-be-hospitalized guy, political dropout, or homeless guy, the rumor was, this was an artist who carved his home out of the face of a sandstone cliff and decorated every inch of it with statues, murals and art. …


In the world of social media, Facebook reigns supreme…regardless of whether or not you choose to use it. Wannabe Facebook offspring have spawned and sprouted their way into existence, with classes of users that tend towards one platform or another. LinkedIn dominates the business world, Medium has a strong tech following, Instagram attracts a lot of indies and Gen-zer’s … even the president prefers Twitter over any other media outlet. Each of these platforms have carved out their respective place in the world of social media. …


In the theme of automating tasks for the everyday insurance agency, this article is going to explore the use of various PDF writers to generate PDF documents based on a template, specifically, a Word template. Let’s start by looking at what we need to create and then working backwards. Recently, I was tasked with the requirement to generate Certificates of Insurance based on a few parameters. In this use case, the certificate was generated using a number of known parameters; the insured name and address information, the various policy details, and a few comments regarding coverages. However, this certificate had…


Today I am going to look at the first of several scenarios where we have captured customer information within our database, and we need to send a down-stream insurer the applicant’s information. However, the information is in the insurer’s own proprietary format. For those that don’t know the process, here’s a typical scenario. The agency creates a template, usually in Word, PDF or Excel, and the questions are “customer friendly”. The agent either works with the customer or the customer alone completes this “agent questionnaire”, which is then sent to the agent. The agent uses the information in the questionnaire…


You’ll have to figure this one out when you try Hubot

I am going to change gears a little bit here by switching from Python to Node.js, because I really want to test drive Hubot from Github. I am following the instructions from their site, so will quickly run through those and then get more into the claims processing after I get Hubot up and running.

Because code doesn’t display very well on Medium, I will use screenshots. They took the effort to make the output look good, so I don’t want to rob them of their efforts:

Rob Dundas

Attorney, Python enthusiast, insurance technology guru, canine aficionado, musician

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