Difference between revisions of "SEMCAT Rating Integration"

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(→‎Processing: added semcat export options)
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#'''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 '''Other -> 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.

Revision as of 20:31, 22 April 2014

Overview

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

http://www.semcat.net/

In order to export files from Newton -> SEMCAT, your agency must be be downloading policies from your carriers.

SEMCAT cannot currently export files to Newton.

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

  1. Contact Agency Systems support to enable the upload configuration options.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select New.
  4. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  5. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfig.png
  6. 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. Contact Agency Systems support to enable the upload configuration options.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select New.
  4. Select Upload to SEMCAT.
    Menu-other-uploadconfiguration-uploadtosemcat.png
  5. Edit the Executable Path to the following value.
    C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe
    Menu-other-uploadconfiguration-uploadtosemcat-semcatconfigalt.png
  6. 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.
  7. 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 the Client on one of the four Client Tabs.
  3. Select the DL Risk 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 Other -> 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.
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