Difference between revisions of "SEMCAT Rating Integration"

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=== Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup ===
 
=== 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.  
 
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.  
#Select '''Other -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)''
+
#Select '''Setup -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)''
#:[[File:Menu-other-uploadconfiguration.png]]
 
 
#Select '''New'''.
 
#Select '''New'''.
 
#Select '''Upload to SEMCAT'''.
 
#Select '''Upload to SEMCAT'''.
Line 79: Line 78:
  
 
#[[#Setup|Configure Newton Export to Newton]].
 
#[[#Setup|Configure Newton Export to Newton]].
#Load the Client on one of the four Client Tabs.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
#Select the '''DL Risk''' tab.  
+
#Select the '''Download''' tab.  
 
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to SEMCAT'''.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to SEMCAT'''.
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#SEMCAT creates a file in the '''S:\EMPIRE\DOWNLOAD''' folder.
 
#SEMCAT creates a file in the '''S:\EMPIRE\DOWNLOAD''' folder.
 
#Switch to the Newton window from any machine in the office.  
 
#Switch to the Newton window from any machine in the office.  
#Select '''Other -> Download'''.
+
#Select '''Company -> Download'''.
 
#Select '''Add Files'''.  
 
#Select '''Add Files'''.  
 
#Highlight the SEMCAT exported files and select '''Open'''.
 
#Highlight the SEMCAT exported files and select '''Open'''.

Latest revision as of 21:55, 21 March 2019

SEMCAT logo final 300.jpg
Ic info black 24dp.png Required Software Version: November 2014
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“SEMCAT is a nationwide comparative quoting solution that helps insurance agents quote and bind faster. Supporting an industry leading 475+ insurance carriers, SEMCAT facilitates 100% accurate comparative rating for an agency's entire P&C operation."

For more information:

Setup

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

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

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. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  3. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  4. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfig.png
  5. 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. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  3. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  4. Edit the Executable Path to the following value.
    C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfigalt.png
  5. Select Ok.
    1. The system may state "The specified application file does not exist".
    2. Select Ok.
    3. Press CTRL + Y on the keyboard TWICE.
    4. Select Ok.
  6. 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 a client on one of the client tabs.
  3. Select the Download 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.

Export a File from SEMCAT -> Newton

SEMCAT version 4.0.522 or greater is required for the enhanced ACORD .AL3 file. Contact SEMCAT customer support with additional questions.

  1. Complete a quote in SEMCAT.
  2. Select the Export Button.
    Semcat-export.png
  3. Select ACORD AL3 File.
    Semcat-export-acordal3.png
  4. Save the file to the S:\EMPIRE\DOWNLOAD folder. (Substitute S: with your drive letter as needed.)
    Semcat-export-acordal3-saveas.png
  5. If there are multiple line types, select the line to export. (The export process can be completed once for each line.)
    Semcat-export-acordal3-saveas-selectline.png
  6. SEMCAT creates a file in the S:\EMPIRE\DOWNLOAD folder.
  7. Switch to the Newton window from any machine in the office.
  8. Select Company -> Download.
  9. Select Add Files.
  10. Highlight the SEMCAT exported files and select Open.
  11. Select to either use an existing client, or create a new client.
  12. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  13. Update the Company Code for the quote if necessary. Select Ok.
    Download-make-policy-fromsemcat.png
  14. The file has now been processed.