Difference between revisions of "AccuAuto Rating Integration"

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(Created page with "Category:Rating Integration Category:Rating Integration === Overview === The AccuAuto comparative rating integration is based on standard .AL3 download files. http...")
 
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==== Export a File from AccuAuto -> Newton ====
 
==== Export a File from AccuAuto -> Newton ====
 
#[[#Configure AccuAuto Export to Newton|Configure AccuAuto Export to Newton]].
 
#[[#Configure AccuAuto Export to Newton|Configure AccuAuto Export to Newton]].
#Complete a quote in AccuAuto and select the '''Export''' option. ''[http://www.accuauto.net/support.html Contact AccuAuto] for additional assistance''.
+
#Complete a quote in AccuAuto.
 +
#Select the '''Vendor -> ACORD AL3''' option.
 
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
#:[[File:QueueDL.png]]
 
#:[[File:QueueDL.png]]

Revision as of 16:00, 11 September 2013

Overview

The AccuAuto comparative rating integration is based on standard .AL3 download files.

http://www.accuauto.net/accuauto-rating.html

AccuAuto cannot currently import files exported from Newton.

Configure AccuAuto Export to Newton

Save QueueDL.exe to your \Empire\programs\ directory.

Contact AccuAuto Support to enable the AL3 bridge.

Export a File from AccuAuto -> Newton

  1. Configure AccuAuto Export to Newton.
  2. Complete a quote in AccuAuto.
  3. Select the Vendor -> ACORD AL3 option.
  4. Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
    QueueDL.png
  5. The quote can now be imported through the normal daily download process from any machine in the office by selecting Other -> Download. If the download management system was already open, the import process starts automatically.
  6. Select to either use an existing client, or create a new client.
  7. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  8. Change the Company Code for the quote if desired. Select Ok.
    Download-make-policy-fromaccuauto.png
  9. The file has now been processed.