Difference between revisions of "AccuAuto Rating Integration"

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[[Category:Rating Integration]]
 
 
 
[[Category:Rating Integration]]
 
[[Category:Rating Integration]]
 
=== Overview ===
 
=== Overview ===

Revision as of 17:33, 12 September 2013

Overview

The AccuAuto comparative rating integration is based on standard .AL3 download files.

http://www.accuauto.net/accuauto-rating.html

AccuAuto cannot currently import files exported from Newton.

Configure AccuAuto Export to Newton

Save QueueDL.exe to your \Empire\programs\ directory.

Contact AccuAuto Support to enable the AL3 bridge.

Export a File from AccuAuto -> Newton

  1. Configure AccuAuto Export to Newton.
  2. Complete a quote in AccuAuto.
  3. Select the Vendor -> ACORD AL3 option.
  4. Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
    QueueDL.png
  5. 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.
  6. Select to either use an existing client, or create a new client.
  7. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  8. Change the Company Code for the quote if desired. Select Ok.
    Download-make-policy-fromaccuauto.png
  9. The file has now been processed.