Difference between revisions of "Daily Process for Policy Downloads"

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(Created page with "Category:Download Processing the download files from your insurance carrier is a simple process. The files will be imported to your system via a program called Transfer Ma...")
 
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[[Category:Download]]
 
[[Category:Download]]
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Processing the download files from your insurance carrier is a simple process. The files will be imported to your system via a program called Transfer Manager (IVANS files) or proprietary software from the insuring company. Once the files have been retrieved the following will walk you through the steps to process those files.
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<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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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
  
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== Single Time Setup ==
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<tr>
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Your first time downloading items you will be required to configure the NAIC Codes and AL3 lines.  This setup is typically reviewed during your download training. The links below will discuss the procedures for completing these initial configurations.
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<td>
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<ul>
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<li>[[Configure NAIC Codes]]</li>
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<li>[[Configure AL3 Acord Lines]]</li>
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<li>[[Configure Download Managers]]</li>
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<li>[[Requesting Policy Download Data From Companies]]</li>
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<li>[[Certified Download Companies]]</li>
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</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Download|Download]]</li>
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</ul>
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</td>
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</tr>
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</table>
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Processing and importing the download files from your insurance carriers is a simple process which has three stages:
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#[[#Download the Files From Your Insurance Carriers|Download the files from the carriers to your computer/server]].
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#[[#Import the Download Files Into Newton|Import the download files into Newton]].
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#[[#Pending Tab: Address Any Notes or Errors|Address any Notes or Errors for downloads which did not silently process]].  
  
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[[Configure Download Managers]]
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=== Download the Files From Your Insurance Carriers ===
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There are a number of [[Configure Download Managers|download manager programs]], depending on which insurance companies the agency uses.
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*IVANS Transfer Manager
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*Team-UP Download
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*Progressive Plus
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*Mercury Downloader
  
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[[Configure NAIC Codes]]
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Most files will be downloaded automatically to your computer/server through IVANS Transfer Manager.
  
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[[Configure AL3 Acord Lines]]
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For any download manager which does not run automatically, open each of the [[Configure Download Managers|additional download managers]] to receive all files available from the company.
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=== Import the Download Files Into Newton ===
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#Select '''Other -> Download'''
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#Select '''Add Files'''.
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#:[[File:Dl-addfiles.png]]
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#Select all files other than the archive folder. ''('''Left-Click''' on the first download, hold the '''Shift Key''', then '''Left-Click''' on the last download.)'' Select '''Open'''.
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#:[[File:Dl-addfiles-select.png]]
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#The download files will be automatically loaded into the '''Download Management Center'''.
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#:[[File:Dl-addfiles-loading.png]]
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#If the [[Download Options]] are configured to '''Process files silently when performing immediate process''', all policies with a matching number will process immediately without requiring user action. ''(Recommended)''
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#[[#Pending Tab: Address Any Notes or Errors|Review Pending Tab]] for items that require further attention.
  
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== Daily Workflow ==
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=== Pending Tab: Address Any Notes or Errors ===
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{|class = "wikitable"
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#Run all download managers to capture all files available from the company since last download.
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!Description
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#Got to '''Other -> Download -> Add Files''' to bring files in to be processed.
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!Status - Note or Error
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#Verify and Approve Downloads as they are processed
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!Required Action
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#Review Pending Tab for items that require further attention.
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|-
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|AL3 Forms
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|Error: Unable to locate NAIC code XXXXX 
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|[[Configure NAIC Codes|Right-Click -> Configure NAIC...]]
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|-
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|AL3 Forms
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|Error: Unable to locate AL3 line of business code XXXX
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|[[Configure AL3 Acord Lines|Right-Click -> Configure AL3 Line...]]
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|-
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|AL3 Forms
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|Error: Cannot be Silently downloaded until policy XXXXXXXXX exists.
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|Policy Number does not exist.  Select '''Process All...''' or '''Right-Click -> Process This Item ...'''
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|-
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|AL3 Forms
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|Suspended - Restarting policy sequences is recommended
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|Right Click -> Restart Policy Sequences
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|-
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|AL3 Forms
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|Suspended - The policy has a problem with unsynchronized policy sequences
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|[http://mynewtoncampus.com/support/ Contact Support for assistance]
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|-
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|AL3 Commission - XXX
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|Suspended - Created XX/XX/XXXX
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|[[Commission Download|Right-Click -> Edit Details]] for Commission Download Processing
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|-
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|Commission Builder - XXX
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|Suspended - Created XX/XX/XXXX
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|[[Commission Builder|Right-Click -> Edit Details]] for Commission Builder Processing
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|}

Revision as of 16:13, 7 August 2014

Related Pages
Related Categories

Processing and importing the download files from your insurance carriers is a simple process which has three stages:

  1. Download the files from the carriers to your computer/server.
  2. Import the download files into Newton.
  3. Address any Notes or Errors for downloads which did not silently process.

Download the Files From Your Insurance Carriers

There are a number of download manager programs, depending on which insurance companies the agency uses.

  • IVANS Transfer Manager
  • Team-UP Download
  • Progressive Plus
  • Mercury Downloader

Most files will be downloaded automatically to your computer/server through IVANS Transfer Manager.

For any download manager which does not run automatically, open each of the additional download managers to receive all files available from the company.

Import the Download Files Into Newton

  1. Select Other -> Download
  2. Select Add Files.
    Dl-addfiles.png
  3. Select all files other than the archive folder. (Left-Click on the first download, hold the Shift Key, then Left-Click on the last download.) Select Open.
    Dl-addfiles-select.png
  4. The download files will be automatically loaded into the Download Management Center.
    Dl-addfiles-loading.png
  5. If the Download Options are configured to Process files silently when performing immediate process, all policies with a matching number will process immediately without requiring user action. (Recommended)
  6. Review Pending Tab for items that require further attention.

Pending Tab: Address Any Notes or Errors

Description Status - Note or Error Required Action
AL3 Forms Error: Unable to locate NAIC code XXXXX Right-Click -> Configure NAIC...
AL3 Forms Error: Unable to locate AL3 line of business code XXXX Right-Click -> Configure AL3 Line...
AL3 Forms Error: Cannot be Silently downloaded until policy XXXXXXXXX exists. Policy Number does not exist. Select Process All... or Right-Click -> Process This Item ...
AL3 Forms Suspended - Restarting policy sequences is recommended Right Click -> Restart Policy Sequences
AL3 Forms Suspended - The policy has a problem with unsynchronized policy sequences Contact Support for assistance
AL3 Commission - XXX Suspended - Created XX/XX/XXXX Right-Click -> Edit Details for Commission Download Processing
Commission Builder - XXX Suspended - Created XX/XX/XXXX Right-Click -> Edit Details for Commission Builder Processing
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