Difference between revisions of "ACS2000 Rating Integration"
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[[Category:Rating Integration]] | [[Category:Rating Integration]] | ||
| − | === | + | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> |
| + | <tr> | ||
| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|November 2014]]</td> | ||
| + | </tr> | ||
| + | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
| + | <td>Related Pages</td> | ||
| + | </tr> | ||
| + | |||
| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li> | ||
| + | <li>[[Training 2: Setting Up Your Agency]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | |||
| + | <tr style="background-color: #d3d3d3; text-align: center; "> | ||
| + | <td>Related Categories</td> | ||
| + | </tr> | ||
| + | |||
| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[:Category:Rating Integration|Rating Integration]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
The ACS2000 comparative rating integration is based on standard .AL3 download files. | The ACS2000 comparative rating integration is based on standard .AL3 download files. | ||
http://www.acs2000.net/ | http://www.acs2000.net/ | ||
| − | In order to export files from Newton -> ACS2000, your agency must be be downloading policies from your carriers. | + | In order to export files from Newton -> ACS2000, your agency must be be [[:Category:Download|downloading policies from your carriers]]. |
| − | + | == Setup == | |
==== Configure Newton Export to ACS2000 ==== | ==== Configure Newton Export to ACS2000 ==== | ||
| − | #Contact [ | + | #Select '''Other -> Upload Configuration'''. ''(If unavailable, Contact [[Help:Contents|Agency Systems support]] to enable the upload configuration options.)'' |
| − | |||
#:[[File:Menu-other-uploadconfiguration.png]] | #:[[File:Menu-other-uploadconfiguration.png]] | ||
#Select '''New'''. | #Select '''New'''. | ||
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#:[[File:acs2000-accountcenter-changemgmnt-newton.png]] | #:[[File:acs2000-accountcenter-changemgmnt-newton.png]] | ||
| − | + | == Processing == | |
==== Export a File from Newton -> ACS2000 ==== | ==== Export a File from Newton -> ACS2000 ==== | ||
Only policies previously downloaded from insurance carriers can be exported from Newton to ACS2000. | Only policies previously downloaded from insurance carriers can be exported from Newton to ACS2000. | ||
Revision as of 15:32, 4 November 2015
 Required Software Version: November 2014 |
| Related Pages |
| Related Categories |
The ACS2000 comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> ACS2000, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure Newton Export to ACS2000
- Select Other -> Upload Configuration. (If unavailable, Contact Agency Systems support to enable the upload configuration options.)
- Select New.
- Select Upload to ACS2000.
- Leave all defaults. Select Ok
Configure ACS2000 Export to Newton
- Open ACS2000.
- Select Account Center.
- Select Change Management System
- Select the Newton (Agency Systems). Select Next.
Processing
Export a File from Newton -> ACS2000
Only policies previously downloaded from insurance carriers can be exported from Newton to ACS2000.
- Configure Newton Export to ACS2000.
- 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 ACS2000.
- The ACS2000 software will automatically start the import process.
Export a File from ACS2000 -> Newton
Contact ACS2000 for additional assistance http://support.acs2000.net/
- Configure ACS2000 Export to Newton.
- Complete a quote in ACS2000.
- Select the ACS button and then select Export....
- Select Transfer to a Management System.
- Select the company plan you to export.
- ACS2000 creates a file in the S:\EMPIRE\DOWNLOAD folder. (The drive letter can be altered as needed.)
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the ACS2000 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.
