WinRater Rating Integration - Revision history

Kcrenshaw: updated how to access only

2019-03-21T21:30:47Z

updated how to access only

Mlively at 20:14, 25 July 2016

2016-07-25T20:14:52Z

Mlively: /* Export a File from WinRater -> Newton */

2016-07-05T19:30:55Z

Export a File from WinRater -> Newton

Mlively at 18:40, 5 July 2016

2016-07-05T18:40:59Z

Mlively: Updated with infobox.

2015-11-04T16:06:40Z

Updated with infobox.

Mlively: Created page with "Category:Rating Integration === Overview === The Winrater comparative rating integration is based on standard .AL3 download files. In order to export files from Newton ..."

2014-02-04T19:20:06Z

Created page with "Category:Rating Integration === Overview === The Winrater comparative rating integration is based on standard .AL3 download files. In order to export files from Newton ..."

New page

[[Category:Rating Integration]]
=== Overview ===
The Winrater comparative rating integration is based on standard .AL3 download files.

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

=== Setup ===
==== Configure Newton Export to Winrater ====
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
#Select '''Other -> Upload Configuration'''.
#:[[File:Menu-other-uploadconfiguration.png]]
#Select '''New'''.
#Select '''Upload to WinRater'''.
#:[[File:menu-other-uploadconfiguration-uploadtoWinRater.png]]
#Leave all defaults. Select '''Ok'''
#:[[File:menu-other-uploadconfiguration-uploadtoWinRater-uploadconfig.png]]

=== Processing ===
==== Export a File from Newton -> WinRater ====
Only policies previously downloaded from insurance carriers can be exported from Newton to WinRater.

#[[#Configure Newton Export to WinRater|Configure Newton Export to WinRater]].
#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 WinRater'''.
#The WinRater software will automatically start the import process.

==== Export a File from WinRater -> Newton ====
#Complete a quote in WinRater.
#Select '''Summary''' in the bottom right-hand corner.
#Select '''Export'''.
#[[File:winrater-export.png]]
#Select '''Export Type -> Standard AL3'''.
#Select '''Default Export Type''' if not selected.
#Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
#[[File:Winrater-export-exportoptions.png]]
#Select '''Ok'''.
#WinRater creates a file in the selected download folder.
#Switch to the Newton window from any machine in the office.
#Select '''Other -> Download'''.
#Select '''Add Files'''.
#Highlight the WinRater exported file and select '''Open'''.
#Select to either use an existing client, or create a new client.
#Update the '''Company Code''' for the quote if necessary. Select '''Ok'''.
#The file has now been processed.

@@ Line 29: / Line 29: @@
 </tr>
 </table>
-The Winrater comparative rating integration is based on standard .AL3 download files.
+The Winrater comparative rating integration is based on standard .AL3 download files.  Since the Winrater export is a generic .AL3 export, official support from Winrater is not included and the export provided "as-is".
 Winrater cannot currently import files exported from Newton.

@@ Line 37: / Line 37: @@
 == Setup ==
 ==== Configure Newton Export to Winrater ====
-#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 WinRater'''.
@@ Line 68: / Line 67: @@
 #WinRater creates a file in the selected download folder.
 #Switch to the Newton window from any machine in the office.
-#Select '''Other -> Download'''.
+#Select '''Company -> Download'''.
 #Select '''Add Files'''.
 #Highlight the WinRater exported file and select '''Open'''.

@@ Line 64: / Line 64: @@
 #Select '''Default Export Type''' if not selected.
 #Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
-#[[File:Winrater-export-exportoptions.png]]
+#:[[File:Winrater-export-exportoptions.png]]
 #Select '''Ok'''.
 #WinRater creates a file in the selected download folder.

@@ Line 30: / Line 30: @@
 </table>
 The Winrater comparative rating integration is based on standard .AL3 download files.
 In order to export files from Newton -> Winrater, your agency must be be [[:Category:Download|downloading policies from your carriers]].
 == Setup ==
 ==== Configure Newton Export to Winrater ====
@@ Line 52: / Line 54: @@
 #'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to WinRater'''.
-#The WinRater software will automatically start the import process.
+#The WinRater software will automatically start the import process. -->
 ==== Export a File from WinRater -> Newton ====

@@ 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 Winrater comparative rating integration is based on standard .AL3 download files.
-In order to export files from Newton -> Winrater, your agency must be be downloading policies from your carriers.
+In order to export files from Newton -> Winrater, your agency must be be [[:Category:Download|downloading policies from your carriers]].
-=== Setup ===
+== Setup ==
 ==== Configure Newton Export to Winrater ====
-#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 16: / Line 43: @@
 #:[[File:menu-other-uploadconfiguration-uploadtoWinRater-uploadconfig.png]]
-=== Processing ===
+== Processing ==
 ==== Export a File from Newton -> WinRater ====
 Only policies previously downloaded from insurance carriers can be exported from Newton to WinRater.
 #[[#Configure Newton Export to WinRater|Configure Newton Export to WinRater]].
-#Load the Client on one of the four Client Tabs.
+#Load the 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 WinRater'''.