Difference between revisions of "Category:Download"

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[[Category:Third-Party Integration]]
 
[[Category:Third-Party Integration]]
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{{#ev:youtube|OAesvHSVA_U|300|right|Download Features}}
 
  
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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.
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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.
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== Download Setup ==
 
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==== Certified Download Companies ====
 
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The link below lists all companies certified to download with Newton by Agency Systems.
 
  
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=== Download Setup ===
 
[[Certified Download Companies]]
 
[[Certified Download Companies]]
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==== Requesting Download from Companies ====
 
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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]]
 
[[Requesting Policy Download Data From Companies]]
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==== IVANS Transfer Manager and Company Specific Download Managers ====
 
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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]]
 
[[Configure Download Managers]]
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== Download Processing ==
 
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==== Daily Process for Policy Downloads ====
 
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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.
 
  
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=== Download Processing ===
 
[[Daily Process for Policy Downloads]]
 
[[Daily Process for Policy Downloads]]
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:[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Pending Tab: Address Any Notes or Errors]]
  
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==== Monthly Process for Direct Bill Invoicing ====
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[[Direct Bill: Commission Statement Processing]] ([[Commission Download]], [[Commission Builder]])
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[[Direct Bill: Commission Statement Processing]]
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:[[Direct Bill: Commission Notes and Errors]]
  
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The Agency Systems [[Commission Download|Direct Bill Commission Download]] automates the [[:Category :Direct Bill|direct bill]] payment process. The [[Company Profile|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. 
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=== Using Downloaded Risk ===
  
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[[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.
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[[Client Tab: Download]]
  
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== Additional Download Features ==
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[[Policy_Dashboard#Policy_Download|Policy Dashboard: Download]]
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==== Download Alerts ====
 
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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.
 
  
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[[Download Alerts]]
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=== Additional Download Features ===
  
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==== Rating Integration ====
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[[XML Activity and Claims Download]]
  
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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.
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[[Download Alerts]]
  
 
[[:Category:Rating Integration|Rating Integration]]
 
[[:Category:Rating Integration|Rating Integration]]

Latest revision as of 14:00, 13 August 2021


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.

Download Setup

Certified Download Companies

Requesting Policy Download Data From Companies

Configure Download Managers

Download Processing

Daily Process for Policy Downloads

Pending Tab: Address Any Notes or Errors

Direct Bill: Commission Statement Processing (Commission Download, Commission Builder)

Direct Bill: Commission Notes and Errors

Using Downloaded Risk

Client Tab: Download

Policy Dashboard: Download

Additional Download Features

XML Activity and Claims Download

Download Alerts

Rating Integration

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