Difference between revisions of "Category:Download"

Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, setup, and process your downloads.

Certified Download Companies

The link below lists all companies certified to download with Newton by Agency Systems.

Certified Download Companies

Download Setup

Requesting Download from Companies

Policy download is an effective way to keep your database up to date with data directly from your carriers. The link below describes the process of initiating download with your companies. In general you will need to contact each company you want to initiate download with, and follow their procedures to get the files sent to you.

Requesting Policy Download Data From Companies

IVANS Transfer Manager and Company Specific Download Managers

IVANS is a third-party company that manages the electronic connection between insurance agencies and the carriers from whom they download policy information. Some carriers such as Progressive, Auto-Owners, and Mercury have their own Al3 download software used instead of IVANS Transfer Manager. The link below will discuss the setup of these methods to receive your download files.

Configure Download Managers

Configuring NAIC Codes for Downloads

NAIC codes are an industry standard coding for the companies. Each company may have several, depending on which branch you are doing business with. When the initial downloads from a given company are processed, Agency Systems will generate a message that the NAIC code is not set up for that company. You will then have an option to associate that NAIC code with the corresponding company code that you set up in Agency Systems.

Configure NAIC Codes

Configuring AL3 Acord Lines

AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created with downloads. Many companies may call these coverage codes, and provide you a large index of items to be entered. Newton handles this differently than most vendors where we have completed the hard work for you. The link below will discuss the single time setup process of these codes.

Configure AL3 Acord Lines

Daily Process for Policy Downloads

Processing the download files from your insurance carrier is a simple process. The files will be imported to your system via a program called Transfer Manager (IVANS files) or proprietary software from the insuring company. Once the files have been retrieved the following will walk you through the steps to process those files.

Daily Process for Policy Downloads

Monthly Process for Direct Bill Invoicing

The Agency Systems Direct Bill Commission Download automates the direct bill payment process. The insurance carrier provides a special AL3 file which has details of commission payments; Agency Systems processes this file, automatically matches payments to existing invoices and policies, and greatly facilitates the process of manually matching those payments which were not automatically matched. After all payments are ready to process, the download creates the cash transaction, all the payments, policies and invoices as needed.

Commission Builder is feature bundled in the Direct Bill Commission Download Package. With Commission Builder you can directly input from paper commission statements for those carriers that do not provide electronic downloads.

Monthly Process for Direct Bill Invoicing

Download Alerts

Download Alerts is a new toolkit that expands our current download package to notify your agency’s selected personnel of important changes from one company’s download to the next.

Download Alerts

Rating Integration

Rating integration in Newton is primarily handled through exported or imported download .AL3 files. To export an .AL3 file to one of the rating vendors, the policy must be downloaded first.

Rating Integration