Difference between revisions of "AccuAuto Rating Integration"

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[[Category:Rating Integration]]
 
[[Category:Rating Integration]]
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==== Overview ====
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Download]] Newton User Guide: [[Newton User Guide#Download|Download]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Summer 2018]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=AccuAuto_Rating_Integration&oldid=3304 Click Here]</td>
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</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[Daily Process for Policy Downloads]]</li>
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<li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li>
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</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Download|Download]]</li>
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<li>[[:Category:Rating Integration|Rating Integration]]</li>
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</ul>
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</td>
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</tr>
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</table>
 
The AccuAuto comparative rating integration is based on standard .AL3 download files.   
 
The AccuAuto comparative rating integration is based on standard .AL3 download files.   
  
 
http://www.accuauto.net/accuauto-rating.html
 
http://www.accuauto.net/accuauto-rating.html
  
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AccuAuto cannot currently import files exported from Newton.
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AccuAuto cannot import files exported from Newton.
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==== Configure AccuAuto Export to Newton ====
 
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Save [http://www.asfiles.com/send/QueueDL.exe QueueDL.exe] to your \Empire\programs\ directory.
 
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[http://www.accuauto.net/support.html Contact AccuAuto Support] to enable the AL3 bridge.
 
  
 
==== Export a File from AccuAuto -> Newton ====
 
==== Export a File from AccuAuto -> Newton ====
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#[[#Configure AccuAuto Export to Newton|Configure AccuAuto Export to Newton]].
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#[http://www.accuauto.net Contact AccuAuto Support] to enable the AL3 bridge.
 
#Complete a quote in AccuAuto.
 
#Complete a quote in AccuAuto.
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#Select the '''Vendor -> ACORD AL3''' option.
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#Select the '''Vendor''' -> '''ACORD AL3''' option.
 
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
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#:[[File:QueueDL.png]]
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#:[[File:Rating-import-queuedl.png]]
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#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.
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#:<br>
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#Select to either use an existing client, or create a new client.  
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#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Company''' -> '''Download'''.  If the download management system was already open, the import process starts automatically.
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#Select to either use an [[Client Profile|existing client, or create a new client]].  
 
#The system will automatically assign a unique quote number.  Optionally a number can be manually assigned.  
 
#The system will automatically assign a unique quote number.  Optionally a number can be manually assigned.  
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#Change the '''Company Code''' for the quote if desired. Select '''Ok'''.  
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#Update the [[Company Profile|'''Company Code''']] for the quote if necessary. Select '''OK'''.  
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#:[[File:download-make-policy-fromaccuauto.png]]
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#:[[File:Rating-import-accuauto.png]]
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#:<br>
 
#The file has now been processed.
 
#The file has now been processed.

Latest revision as of 14:46, 13 September 2018

Ic description black 24dp.png Newton User Guide: Download
Ic info black 24dp.png Required Software Version: Summer 2018
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

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

http://www.accuauto.net/accuauto-rating.html

AccuAuto cannot import files exported from Newton.

Export a File from AccuAuto -> Newton

  1. Contact AccuAuto Support to enable the AL3 bridge.
  2. Complete a quote in AccuAuto.
  3. Select the Vendor -> ACORD AL3 option.
  4. Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
    Rating-import-queuedl.png

  5. The quote can now be imported through the normal daily download process from any machine in the office by selecting Company -> Download. If the download management system was already open, the import process starts automatically.
  6. Select to either use an existing client, or create a new client.
  7. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  8. Update the Company Code for the quote if necessary. Select OK.
    Rating-import-accuauto.png

  9. The file has now been processed.
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