Difference between revisions of "Daily Process for Policy Downloads"

From Agency Systems Wiki
Jump to navigation Jump to search
(initial rewrite)
Line 54: Line 54:
  
 
=== Pending Tab: Address Any Notes or Errors ===
 
=== Pending Tab: Address Any Notes or Errors ===
 +
After [[#Import the Download Files Into Newton|importing the download files into newton]], all items are loaded onto the '''Pending Tab'''.
 +
 +
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)''
 +
 
{|class = "wikitable"
 
{|class = "wikitable"
 
!Description
 
!Description
Line 69: Line 73:
 
|AL3 Forms
 
|AL3 Forms
 
|Error: Cannot be Silently downloaded until policy XXXXXXXXX exists.
 
|Error: Cannot be Silently downloaded until policy XXXXXXXXX exists.
−
|Policy Number does not exist.  Select '''Process All...''' or '''Right-Click -> Process This Item ...'''
+
|Policy Number does not exist.  [[#Process the Download Pending Tab|See Section Below to Process the Pending Tab]]
 +
|-
 +
|AL3 Commission - XXX
 +
|Suspended - Created XX/XX/XXXX
 +
|[[Commission Download|Right-Click -> Edit Details]] for Commission Download Processing
 +
|-
 +
|Commission Builder - XXX
 +
|Suspended - Created XX/XX/XXXX
 +
|[[Commission Builder|Right-Click -> Edit Details]] for Commission Builder Processing
 +
|-
 +
|colspan = "3" align = "center"|'''Uncommon Status Notes & Errors'''
 
|-
 
|-
 
|AL3 Forms
 
|AL3 Forms
Line 78: Line 92:
 
|Suspended - The policy has a problem with unsynchronized policy sequences
 
|Suspended - The policy has a problem with unsynchronized policy sequences
 
|[http://mynewtoncampus.com/support/ Contact Support for assistance]
 
|[http://mynewtoncampus.com/support/ Contact Support for assistance]
−
|-
 
−
|AL3 Commission - XXX
 
−
|Suspended - Created XX/XX/XXXX
 
−
|[[Commission Download|Right-Click -> Edit Details]] for Commission Download Processing
 
−
|-
 
−
|Commission Builder - XXX
 
−
|Suspended - Created XX/XX/XXXX
 
−
|[[Commission Builder|Right-Click -> Edit Details]] for Commission Builder Processing
 
 
|}
 
|}
 +
==== Process the Download Pending Tab ====
 +
Any policy download requiring additional action will remain on the '''Pending Tab'''. 
 +
 +
*If the [[Download Options]] are configured to '''Process files silently when performing immediate process''', any policy number without an exact match will be placed on the '''Pending Tab''' with a '''Status: "Error: Cannot be Silently downloaded until policy XXXXXXXXX exists"'''.
 +
*If the [[Download Options]] are '''not''' configured to '''Process files silently when performing immediate process''', all policies will be placed on the '''Pending Tab''' with a '''Status: "Ready to process"'''.
 +
 +
Any suspended download must be released before it can be processed.
 +
Right-Click -> Release this item or Right-Click -> Release All Suspended
 +
 +
Once the [[#Pending Tab: Address Any Notes or Errors|status notes and errors are addressed]], select '''Process All...''' to process all '''Pending Tab''' items.
 +
 +
''(Optionally, '''Right-Click -> Process This Item ...''' to process a single item.)''
 +
 +
[[File:Dl-pending-processall.png]]
 +
 +
===== Process A Download For A New Policy Number =====
 +
When a new policy number is processed in download, a series of prompts are provided to the download operator.
 +
#First, the system will automatically search for an existing client and select a recommended action.  The download risk data is on the left, and the existing clients are on the right.
 +
#Select to either '''Create a New Client''' or '''Use an Existing Client'''. ''(Additional client records can be found using the client keyword search)'' Select '''OK'''.
 +
#:[[File:Dl-pending-processall-locateclient.png]]
 +
#If '''Create a New Client''' is selected, the '''New Client''' window will display.  Enter any additional text, and select '''OK'''.
 +
#:[[File:Dl-pending-processall-newclient.png]]
 +
#After verifying the client details, the '''Make Policy''' window will display.  Enter any additional text, and assign the correct '''Producer''' and '''CSR'''. Select '''OK'''.
 +
#:[[File:Dl-pending-processall-makepolicy.png]]
 +
#:(Optionally select '''View Download''' to view the full Download Risk details for the policy.)''
 +
#:[[File:Dl-pending-processall-makepolicy-viewdl.png]]
 +
#Repeat the process for all new policy numbers.  When finished, all completed downloads will be changed to '''Status: "Download complete"'''. 
 +
#Exit the '''Download Management Center''' and the completed downloads will be automatically cleared from the '''Pending Tab'''.

Revision as of 18:13, 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

After importing the download files into newton, all items are loaded onto the Pending Tab.

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)

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. See Section Below to Process the Pending Tab
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
Uncommon Status Notes & Errors
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

Process the Download Pending Tab

Any policy download requiring additional action will remain on the Pending Tab.

  • If the Download Options are configured to Process files silently when performing immediate process, any policy number without an exact match will be placed on the Pending Tab with a Status: "Error: Cannot be Silently downloaded until policy XXXXXXXXX exists".
  • If the Download Options are not configured to Process files silently when performing immediate process, all policies will be placed on the Pending Tab with a Status: "Ready to process".
Any suspended download must be released before it can be processed. 
Right-Click -> Release this item or Right-Click -> Release All Suspended

Once the status notes and errors are addressed, select Process All... to process all Pending Tab items.

(Optionally, Right-Click -> Process This Item ... to process a single item.)

Dl-pending-processall.png

Process A Download For A New Policy Number

When a new policy number is processed in download, a series of prompts are provided to the download operator.

  1. First, the system will automatically search for an existing client and select a recommended action. The download risk data is on the left, and the existing clients are on the right.
  2. Select to either Create a New Client or Use an Existing Client. (Additional client records can be found using the client keyword search) Select OK.
    Dl-pending-processall-locateclient.png
  3. If Create a New Client is selected, the New Client window will display. Enter any additional text, and select OK.
    Dl-pending-processall-newclient.png
  4. After verifying the client details, the Make Policy window will display. Enter any additional text, and assign the correct Producer and CSR. Select OK.
    Dl-pending-processall-makepolicy.png
    (Optionally select View Download to view the full Download Risk details for the policy.)
    Dl-pending-processall-makepolicy-viewdl.png
  5. Repeat the process for all new policy numbers. When finished, all completed downloads will be changed to Status: "Download complete".
  6. Exit the Download Management Center and the completed downloads will be automatically cleared from the Pending Tab.
Retrieved from "http://wiki.agencysystems.com/index.php?title=Daily_Process_for_Policy_Downloads&oldid=1539"