Difference between revisions of "SEMCAT Rating Integration"
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[[Category:Rating Integration]] | [[Category:Rating Integration]] | ||
− | + | [[File:SEMCAT logo final 300.jpg|thumb|300px|right|SEMCAT Comparative Rater]] | |
− | + | “SEMCAT is a nationwide comparative quoting solution that helps insurance agents quote and bind faster. Supporting an industry leading 475+ insurance carriers, SEMCAT facilitates 100% accurate comparative rating for an agency's entire P&C operation." | |
− | + | For more information: | |
+ | *'''Visit:''' https://partners.semcat.net/newton | ||
+ | *'''Email:''' [mailto:info@semcat.net Click here to email] | ||
+ | *'''Call:''' 402-218-1495 | ||
+ | == Setup == | ||
+ | The SEMCAT comparative rating integration is based on standard .AL3 download files. | ||
In order to export files from Newton -> SEMCAT, your agency must be be downloading policies from your carriers. | In order to export files from Newton -> SEMCAT, your agency must be be downloading policies from your carriers. | ||
− | |||
[[#Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup|Click here]] if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP. | [[#Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup|Click here]] if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP. | ||
− | + | === Configure Newton Export to SEMCAT - Standard Local Setup === | |
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | ||
#Select '''Other -> Upload Configuration'''. | #Select '''Other -> Upload Configuration'''. | ||
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#Close the Upload Configuration window. | #Close the Upload Configuration window. | ||
− | + | === Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup === | |
The following steps are only required if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP. | The following steps are only required if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP. | ||
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | ||
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#Close the Upload Configuration window. | #Close the Upload Configuration window. | ||
− | + | == Processing == | |
− | + | === Export a File from Newton -> SEMCAT === | |
Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT. | Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT. | ||
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#The SEMCAT software will automatically start the import process. | #The SEMCAT software will automatically start the import process. | ||
− | + | === Export a File from SEMCAT -> Newton === | |
SEMCAT version 4.0.522 or greater is required for the enhanced ACORD .AL3 file. Contact SEMCAT customer support with additional questions. | SEMCAT version 4.0.522 or greater is required for the enhanced ACORD .AL3 file. Contact SEMCAT customer support with additional questions. | ||
#Complete a quote in SEMCAT. | #Complete a quote in SEMCAT. |
Revision as of 18:03, 31 October 2014
“SEMCAT is a nationwide comparative quoting solution that helps insurance agents quote and bind faster. Supporting an industry leading 475+ insurance carriers, SEMCAT facilitates 100% accurate comparative rating for an agency's entire P&C operation."
For more information:
- Visit: https://partners.semcat.net/newton
- Email: Click here to email
- Call: 402-218-1495
Contents
Setup
The SEMCAT comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> SEMCAT, your agency must be be downloading policies from your carriers.
Click here if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.
Configure Newton Export to SEMCAT - Standard Local Setup
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select New.
- Select Upload to SEMCAT.
- Leave all defaults. Select Ok
- Close the Upload Configuration window.
Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup
The following steps are only required if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select New.
- Select Upload to SEMCAT.
- Edit the Executable Path to the following value.
C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe - Select Ok.
- The system may state "The specified application file does not exist".
- Select Ok.
- Press CTRL + Y on the keyboard TWICE.
- Select Ok.
- Close the Upload Configuration window.
Processing
Export a File from Newton -> SEMCAT
Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT.
- Configure Newton Export to Newton.
- 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 SEMCAT.
- The SEMCAT software will automatically start the import process.
Export a File from SEMCAT -> Newton
SEMCAT version 4.0.522 or greater is required for the enhanced ACORD .AL3 file. Contact SEMCAT customer support with additional questions.
- Complete a quote in SEMCAT.
- Select the Export Button.
- Select ACORD AL3 File.
- Save the file to the S:\EMPIRE\DOWNLOAD folder. (Substitute S: with your drive letter as needed.)
- If there are multiple line types, select the line to export. (The export process can be completed once for each line.)
- SEMCAT creates a file in the S:\EMPIRE\DOWNLOAD folder.
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the SEMCAT exported files and select Open.
- Select to either use an existing client, or create a new client.
- The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.