Difference between revisions of "SEMCAT Rating Integration"

From Agency Systems Wiki
Jump to navigation Jump to search
m
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[Category:Rating Integration]]
 
[[Category:Rating Integration]]
−
=== Overview ===
+
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
−
The SEMCAT comparative rating integration is based on standard .AL3 download files.
+
<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>
  
−
http://www.semcat.net/
+
<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>
  
−
In order to export files from Newton -> SEMCAT, your agency must be be downloading policies from your carriers.
+
<tr style="background-color: #d3d3d3; text-align: center; ">
 +
    <td>Related Categories</td>
 +
</tr>
  
−
SEMCAT cannot currently export files to Newton.
+
<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."
 +
 
 +
For more information:
 +
*'''Visit:''' https://partners.semcat.net/newton
 +
*'''Email:''' [mailto:info@semcat.net Click here to email]
 +
*'''Call:''' 402-218-1495
 +
== 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 [[:Category:Download|downloading policies from your carriers]].
  
−
=== Setup ===
 
 
[[#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 ===
−
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
+
#Select '''Setup -> 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'''.
 
#Select '''New'''.
 
#Select '''Upload to SEMCAT'''.
 
#Select '''Upload to SEMCAT'''.
Line 22: Line 58:
 
#Close the Upload Configuration window.
 
#Close the Upload Configuration window.
  
−
==== 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.  
−
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
+
#Select '''Setup -> 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'''.
 
#Select '''New'''.
 
#Select '''Upload to SEMCAT'''.
 
#Select '''Upload to SEMCAT'''.
Line 39: Line 73:
 
#Close the Upload Configuration window.
 
#Close the Upload Configuration window.
  
−
=== Processing ===
+
== Processing ==
−
==== Export a File from Newton -> SEMCAT ====
+
=== Export a File from Newton -> SEMCAT ===
 
Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT.  
 
Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT.  
  
 
#[[#Setup|Configure Newton Export to Newton]].
 
#[[#Setup|Configure Newton Export to Newton]].
−
#Load the Client on one of the four Client Tabs.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
−
#Select the '''DL Risk''' tab.  
+
#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 SEMCAT'''.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to SEMCAT'''.
 
#The SEMCAT software will automatically start the import process.
 
#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.
 +
#:[[File:semcat-export.png]]
 +
#Select '''ACORD AL3 File'''.
 +
#:[[File:semcat-export-acordal3.png]]
 +
#Save the file to the '''S:\EMPIRE\DOWNLOAD''' folder. ''(Substitute S: with your drive letter as needed.)''
 +
#:[[File:semcat-export-acordal3-saveas.png]]
 +
#If there are multiple line types, select the line to export. ''(The export process can be completed once for each line.)''
 +
#:[[File:semcat-export-acordal3-saveas-selectline.png]]
 +
#SEMCAT creates a file in the '''S:\EMPIRE\DOWNLOAD''' folder.
 +
#Switch to the Newton window from any machine in the office.
 +
#Select '''Company -> 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'''.
 +
#:[[File:Download-make-policy-fromsemcat.png]]
 +
#The file has now been processed.

Latest revision as of 21:55, 21 March 2019

SEMCAT logo final 300.jpg
Ic info black 24dp.png 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:

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

  1. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  3. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  4. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfig.png
  5. 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.

  1. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  3. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  4. Edit the Executable Path to the following value.
    C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfigalt.png
  5. Select Ok.
    1. The system may state "The specified application file does not exist".
    2. Select Ok.
    3. Press CTRL + Y on the keyboard TWICE.
    4. Select Ok.
  6. 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.

  1. Configure Newton Export to Newton.
  2. Load a client on one of the client tabs.
  3. Select the Download tab.
  4. Left-Click the (+) band to expand the desired policy number.
  5. Right-Click on the bottom or most-recent downloaded transaction and select Upload to SEMCAT.
  6. 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.

  1. Complete a quote in SEMCAT.
  2. Select the Export Button.
    Semcat-export.png
  3. Select ACORD AL3 File.
    Semcat-export-acordal3.png
  4. Save the file to the S:\EMPIRE\DOWNLOAD folder. (Substitute S: with your drive letter as needed.)
    Semcat-export-acordal3-saveas.png
  5. If there are multiple line types, select the line to export. (The export process can be completed once for each line.)
    Semcat-export-acordal3-saveas-selectline.png
  6. SEMCAT creates a file in the S:\EMPIRE\DOWNLOAD folder.
  7. Switch to the Newton window from any machine in the office.
  8. Select Company -> Download.
  9. Select Add Files.
  10. Highlight the SEMCAT exported files and select Open.
  11. Select to either use an existing client, or create a new client.
  12. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  13. Update the Company Code for the quote if necessary. Select Ok.
    Download-make-policy-fromsemcat.png
  14. The file has now been processed.
Retrieved from "http://wiki.agencysystems.com/index.php?title=SEMCAT_Rating_Integration&oldid=5872"