Difference between revisions of "WinRater Rating Integration"
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(Created page with "Category:Rating Integration === Overview === The Winrater comparative rating integration is based on standard .AL3 download files. In order to export files from Newton ...") |
(Updated with infobox.) |
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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|September 2015]]</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 Winrater comparative rating integration is based on standard .AL3 download files. | The Winrater comparative rating integration is based on standard .AL3 download files. | ||
| − | In order to export files from Newton -> Winrater, your agency must be be downloading policies from your carriers. | + | In order to export files from Newton -> Winrater, your agency must be be [[:Category:Download|downloading policies from your carriers]]. |
| − | + | == Setup == | |
==== Configure Newton Export to Winrater ==== | ==== Configure Newton Export to Winrater ==== | ||
| − | # | + | #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'''. | ||
| Line 16: | Line 43: | ||
#:[[File:menu-other-uploadconfiguration-uploadtoWinRater-uploadconfig.png]] | #:[[File:menu-other-uploadconfiguration-uploadtoWinRater-uploadconfig.png]] | ||
| − | + | == Processing == | |
==== Export a File from Newton -> WinRater ==== | ==== Export a File from Newton -> WinRater ==== | ||
Only policies previously downloaded from insurance carriers can be exported from Newton to WinRater. | Only policies previously downloaded from insurance carriers can be exported from Newton to WinRater. | ||
#[[#Configure Newton Export to WinRater|Configure Newton Export to WinRater]]. | #[[#Configure Newton Export to WinRater|Configure Newton Export to WinRater]]. | ||
| − | #Load the Client on one of the | + | #Load the Client on one of the [[Client Tab|Client Tabs]]. |
| − | #Select the ''' | + | #Select the '''Download''' tab. |
#'''Left-Click''' the '''(+)''' band to expand the desired policy number. | #'''Left-Click''' the '''(+)''' band to expand the desired policy number. | ||
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to WinRater'''. | #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to WinRater'''. | ||
Revision as of 16:06, 4 November 2015
 Required Software Version: September 2015 |
| Related Pages |
| Related Categories |
The Winrater comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> Winrater, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure Newton Export to Winrater
- Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- Select New.
- Select Upload to WinRater.
- Leave all defaults. Select Ok
Processing
Export a File from Newton -> WinRater
Only policies previously downloaded from insurance carriers can be exported from Newton to WinRater.
- Configure Newton Export to WinRater.
- Load the Client on one of the Client Tabs.
- Select the Download 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 WinRater.
- The WinRater software will automatically start the import process.
Export a File from WinRater -> Newton
- Complete a quote in WinRater.
- Select Summary in the bottom right-hand corner.
- Select Export.
- Select Export Type -> Standard AL3.
- Select Default Export Type if not selected.
- Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
- Select Ok.
- WinRater creates a file in the selected download folder.
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the WinRater exported file and select Open.
- Select to either use an existing client, or create a new client.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.
