Difference between revisions of "SEMCAT Rating Integration"
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[[Category:Rating Integration]] | [[Category:Rating Integration]] | ||
− | [[File:SEMCAT logo final 300.jpg| | + | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> |
+ | <tr style="text-align: center;"> | ||
+ | <td>[[File:SEMCAT logo final 300.jpg|300px]] | ||
+ | </td> | ||
+ | </tr> | ||
+ | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
+ | <td> </td> | ||
+ | </tr> | ||
+ | <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> | ||
+ | |||
“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." | “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." | ||
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The SEMCAT comparative rating integration is based on standard .AL3 download files. | 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 [[:Category:Download|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 === | === Configure Newton Export to SEMCAT - Standard Local Setup === | ||
− | # | + | #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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=== Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup === | === 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. | ||
− | # | + | #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'''. |
Revision as of 16:00, 4 November 2015
Required Software Version: November 2014 |
Related Pages |
Related Categories |
“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
- Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- 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.
- Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- 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.