Difference between revisions of "SEMCAT Rating Integration"

From Agency Systems Wiki
Jump to navigation Jump to search
(Created page with "Category:Rating Integration === Overview === The SEMCAT comparative rating integration is based on standard .AL3 download files. http://www.semcat.net/ SEMCAT cannot c...")
 
Line 8: Line 8:
  
 
=== Setup ===
 
=== Setup ===
 +
[[#Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup|Click here]] if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.
 
==== Configure Newton Export to SEMCAT - Standard Local Setup ====
 
==== Configure Newton Export to SEMCAT - Standard Local Setup ====
 
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
 
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.

Revision as of 18:07, 12 September 2013

Overview

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

http://www.semcat.net/

SEMCAT cannot currently export files to Newton.

Setup

Click here if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.

Configure Newton Export to SEMCAT - Standard Local Setup

  1. Contact Agency Systems support to enable the upload configuration options.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select New.
  4. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  5. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfig.png
  6. Close the Upload Configuration window.

Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup

The following steps are only required if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.

  1. Contact Agency Systems support to enable the upload configuration options.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select New.
  4. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  5. Edit the Executable Path to the following value.
    C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfigalt.png
  6. Select Ok.
    1. The system may state "The specified application file does not exist".
    2. Select Ok.
    3. Press CTRL + Y TWICE on the keyboard.
    4. Select Ok.
  7. Close the Upload Configuration window.

Processing

Export a File from Newton -> SEMCAT

Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT.

  1. Configure Newton Export to Newton.
  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 SEMCAT.
  6. The SEMCAT software will automatically start the import process.