Difference between revisions of "AccuAuto Rating Integration"
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(Updated with infobox.) |
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[[Category:Rating Integration]] | [[Category:Rating Integration]] | ||
| + | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
| + | <tr> | ||
| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|November 2014]]</td> | ||
| + | </tr> | ||
| + | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
| + | <td>Related Pages</td> | ||
| + | </tr> | ||
| + | |||
| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li> | ||
| + | <li>[[Training 2: Setting Up Your Agency]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | |||
| + | <tr style="background-color: #d3d3d3; text-align: center; "> | ||
| + | <td>Related Categories</td> | ||
| + | </tr> | ||
| + | |||
| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[:Category:Rating Integration|Rating Integration]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
==== Overview ==== | ==== Overview ==== | ||
The AccuAuto comparative rating integration is based on standard .AL3 download files. | The AccuAuto comparative rating integration is based on standard .AL3 download files. | ||
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AccuAuto cannot currently import files exported from Newton. | AccuAuto cannot currently import files exported from Newton. | ||
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==== Export a File from AccuAuto -> Newton ==== | ==== Export a File from AccuAuto -> Newton ==== | ||
| − | #[ | + | #[http://www.accuauto.net/support.html Contact AccuAuto Support] to enable the AL3 bridge. |
#Complete a quote in AccuAuto. | #Complete a quote in AccuAuto. | ||
#Select the '''Vendor -> ACORD AL3''' option. | #Select the '''Vendor -> ACORD AL3''' option. | ||
Revision as of 15:23, 4 November 2015
 Required Software Version: November 2014 |
| Related Pages |
| Related Categories |
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.
Export a File from AccuAuto -> Newton
- Contact AccuAuto Support to enable the AL3 bridge.
- 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.
- 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.
- Select to either use an existing client, or create a new client.
- The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
- Change the Company Code for the quote if desired. Select Ok.
- The file has now been processed.
