Difference between revisions of "Evolution Rating Integration (Capital Rating)"
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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;"> | ||
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| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|November 2014]]</td> | ||
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| + | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
| + | <td>Related Pages</td> | ||
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| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li> | ||
| + | <li>[[Training 2: Setting Up Your Agency]]</li> | ||
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| + | <tr style="background-color: #d3d3d3; text-align: center; "> | ||
| + | <td>Related Categories</td> | ||
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| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[:Category:Rating Integration|Rating Integration]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
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The Evolution comparative rating integration is based on standard .AL3 download files. | The Evolution comparative rating integration is based on standard .AL3 download files. | ||
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== Setup == | == Setup == | ||
==== Configure Newton Export to Evolution ==== | ==== Configure Newton Export to Evolution ==== | ||
| − | # | + | #Select '''Other -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)'' |
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#:[[File:Menu-other-uploadconfiguration.png]] | #:[[File:Menu-other-uploadconfiguration.png]] | ||
#Select '''New'''. | #Select '''New'''. | ||
Revision as of 15:34, 4 November 2015
 Required Software Version: November 2014 |
| Related Pages |
| Related Categories |
The Evolution comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> Evolution, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure Newton Export to Evolution
- Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- Select New.
- Select Upload to Evolution.
- Leave all defaults. Select Ok
Configure Evolution Export to Newton
- Open Evolution
- Select Set Up / Training.
- Select Management System Integration.
- Select Agency Systems Newton. If the option is not needed, you will need to update the Evolution software first.
- Change the drive letter from S: to if needed, and select Continue.
Processing
Export a File from Newton -> Evolution
Only policies previously downloaded from insurance carriers can be exported from Newton to Evolution.
- Configure Newton Export to Evolution.
- Load the Client on one of the four Client Tabs.
- Select the DL Risk tab.
- Left-Click the (+) band to expand the desired policy number.
- Right-Click on the bottom or most-recent downloaded transaction and select Upload to Evolution.
- The Evolution software will automatically start the import process.
Export a File from Evolution -> Newton
Contact Evolution support for additional assistance.
- Configure Evolution Export to Newton.
- Complete a quote in Evolution.
- Select Upload /Integrate -> Agency Systems Newton.
- Evolution creates a file in the S:\EMPIRE\DOWNLOAD folder. (The drive letter can be altered as needed.)
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the NEWTON.Al3 exported file and select Open.
- Select to either use an existing client, or create a new client.
- Erase the quote number and the system will automatically assign a unique quote number. Optionally a number can be manually assigned.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.
