Difference between revisions of "IBQ Rating Integration"

	Required Software Version: November 2014
	Related Pages
	Rating Integration Comparison Chart; Training 2: Setting Up Your Agency;
	Related Categories
	Rating Integration;

Revision as of 15:50, 4 November 2015

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

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

Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
Select New.
Select Upload to IBQ.
Leave all defaults. Select Ok

Open IBQ.
Select Supervisor.
Select Agency Management Integration.
Select your Agency.
Select the Search Icon and choose NEWTON.
Change the drive letter for the Export path and program string if the default is different than your current configuration.

Only policies previously downloaded from insurance carriers can be exported from Newton to IBQ.

Configure Newton Export to IBQ.
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 IBQ.
The IBQ software will automatically start the import process.

Contact IBQ for additional assistance http://www.ibqsystems.com

Configure IBQ Export to Newton.
Complete a quote in IBQ and select the Export option on the left-hand side.
Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
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.
Select to either use an existing client, or create a new client.
The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned.
Enter the Company Code for the policy. Select Ok.
The file has now been processed.

@@ Line 36: / Line 36: @@
 == Setup ==
 ==== Configure Newton Export to IBQ ====
-#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.)''
-#Select '''Other -> Upload Configuration'''.
 #:[[File:Menu-other-uploadconfiguration.png]]
 #Select '''New'''.