IBQ Rating Integration - Revision history

Kcrenshaw at 15:06, 9 May 2025

2025-05-09T15:06:43Z

Kcrenshaw: updated how to access

2019-03-21T21:53:55Z

updated how to access

Kcrenshaw: updated how to access, and removed image (un-needed)

2019-03-21T21:23:11Z

updated how to access, and removed image (un-needed)

Mlively at 15:50, 4 November 2015

2015-11-04T15:50:05Z

Mlively: Updated with infobox.

2015-11-04T15:48:41Z

Updated with infobox.

Mlively: /* Configure Newton Export to IBQ */

2013-09-11T15:46:25Z

Configure Newton Export to IBQ

Mlively: /* Export a File from IBQ -> Newton */ grammar

2013-09-11T15:28:50Z

Export a File from IBQ -> Newton: grammar

Mlively: added category

2013-09-11T15:13:41Z

added category

Mlively at 13:41, 11 September 2013

2013-09-11T13:41:44Z

Mlively: initial save

2013-09-10T22:39:13Z

initial save

New page

=== 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 ===
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload bridge.
#Select '''Other -> Upload Configuration'''.
#:[[File:Menu-other-uploadconfiguration.png]]
#Select '''Upload to IBQ'''.
#:[[File:menu-other-uploadconfiguration-uploadtoIBQ.png]]
#Leave all defaults. Select '''Ok'''
#:[[File:menu-other-uploadconfiguration-uploadtoIBQ-uploadconfig.png]]

=== Configure IBQ Export to Newton ===
Save [http://www.asfiles.com/send/QueueDL.exe QueueDL.exe] to your \Empire\programs\ directory.

#Open IBQ.
#Select '''Supervisor'''.
#Select '''Agency Management Integration'''.
#:[[File:ibq-ibqestup-integration.png]]
#Select your Agency.
#Select the '''Search Icon''' and choose '''NEWTON'''.
#:[[File:ibq-ibqestup-integration-newtonconfig.png]]
#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 ===
#[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]].
#Load the Client on one of the four Client Tabs.
#Select the '''DL Risk''' tab.
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
#'''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

@@ Line 30: / Line 30: @@
 </table>
 The IBQ comparative rating integration is based on standard .AL3 download files.
 In order to export files from Newton -> IBQ, your agency must be be [[:Category:Download|downloading policies from your carriers]].

@@ Line 58: / Line 58: @@
 #[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]].
-#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.
 #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to IBQ'''.
@@ Line 71: / Line 71: @@
 #Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 #:[[File:QueueDL.png]]
-#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Other -> Download'''.  If the download management system was already open, the import process starts automatically.
+#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.
 #Select to either use an existing client, or create a new client.
 #The system will automatically assign a unique policy/quote number.  Optionally a number can be manually assigned.

@@ Line 36: / Line 36: @@
 == Setup ==
 ==== Configure Newton Export to IBQ ====
-#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.)''
 #Select '''New'''.
 #Select '''Upload to IBQ'''.

@@ Line 36: / Line 36: @@
 == Setup ==
 ==== Configure Newton Export to IBQ ====
-#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
+#Select '''Other -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)''
 #:[[File:Menu-other-uploadconfiguration.png]]
 #Select '''New'''.

@@ Line 1: / Line 1: @@
 [[Category:Rating Integration]]
-=== Overview ===
+<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 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.
+In order to export files from Newton -> IBQ, your agency must be be [[:Category:Download|downloading policies from your carriers]].
-=== Setup ===
+== Setup ==
 ==== Configure Newton Export to IBQ ====
 #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
@@ Line 18: / Line 46: @@
 ==== Configure IBQ Export to Newton ====
 #Open IBQ.
 #Select '''Supervisor'''.
@@ Line 29: / Line 55: @@
 #Change the drive letter for the '''Export path''' and '''program string''' if the default is different than your current configuration.
-=== Processing ===
+== Processing ==
 ==== Export a File from Newton -> IBQ ====
 Only policies previously downloaded from insurance carriers can be exported from Newton to IBQ.

@@ Line 46: / Line 46: @@
 #Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 #:[[File:QueueDL.png]]
-#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Other -> Download'''.  If the download management system was already open, the import process will start automatically.
+#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Other -> Download'''.  If the download management system was already open, the import process starts automatically.
 #Select to either use an existing client, or create a new client.
 #The system will automatically assign a unique policy/quote number.  Optionally a number can be manually assigned.
 #Enter the '''Company Code''' for the policy. Select '''Ok'''.
 #:[[File:download-make-policy-fromibq.png]]
-#The file has now be processed.
+#The file has now been processed.

← Older revision		Revision as of 15:13, 11 September 2013
Line 1:		Line 1:
		+	[[Category:Rating Integration]]
	=== Overview ===		=== Overview ===
	The IBQ comparative rating integration is based on standard .AL3 download files.		The IBQ comparative rating integration is based on standard .AL3 download files.