IBQ Rating Integration

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Revision as of 22:39, 10 September 2013 by Mlively (Talk | contribs) (initial save)
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Overview

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

http://www.ibqsystems.com

In order to export files from Newton -> IBQ, your agency must be be downloading policies from your carriers.

Configure Newton Export to IBQ

  1. Contact Agency Systems support to enable the upload bridge.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select Upload to IBQ.
    Menu-other-uploadconfiguration-uploadtoIBQ.png
  4. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtoIBQ-uploadconfig.png

Configure IBQ Export to Newton

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

  1. Open IBQ.
  2. Select Supervisor.
  3. Select Agency Management Integration.
    Ibq-ibqestup-integration.png
  4. Select your Agency.
  5. Select the Search Icon and choose NEWTON.
    Ibq-ibqestup-integration-newtonconfig.png
  6. Change the drive letter for the Export path and program string if the default is different than your current configuration.

Export a File from Newton -> IBQ

  1. Configure Newton Export to IBQ.
  2. Load the Client on one of the four Client Tabs.
  3. Select the DL Risk tab.
  4. Left-Click the (+) band to expand the desired policy number.
  5. Right-Click on the bottom or most-recent downloaded transaction and select Upload to IBQ.

Export a File from IBQ -> Newton

Contact IBQ for assistance http://www.ibqsystems.com