IBQ Rating Integration

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Ic info black 24dp.png Required Software Version: November 2014
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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.

Contents

Setup

Configure Newton Export to IBQ

  1. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  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

  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.

Processing

Export a File from Newton -> IBQ

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

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

Export a File from IBQ -> Newton

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

  1. Configure IBQ Export to Newton.
  2. Complete a quote in IBQ and select the Export option on the left-hand side.
  3. Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
    QueueDL.png
  4. The quote can now be imported through the normal daily download process from any machine in the office by selecting Company -> Download. If the download management system was already open, the import process starts automatically.
  5. Select to either use an existing client, or create a new client.
  6. The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned.
  7. Enter the Company Code for the policy. Select Ok.
    Download-make-policy-fromibq.png
  8. The file has now been processed.