Difference between revisions of "Forms: New York Driver ID Card Configuration"

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[[Category:New York State Insurance Forms]]
 
[[Category:New York State Insurance Forms]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<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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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</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|Spring 2017]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=New_York_Driver_ID_Card_Configuration&oldid=3842 Click Here]</td>
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</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
 
</tr>
 
</tr>
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<tr>  
 
<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[New York Driver ID Card Configuration by Department]]</li>
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<li>[[Forms]]</li>
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<li>[[Forms: New York Driver ID Card Configuration by Department|New York Driver ID Card Configuration by Department]]</li>
 
<li>[http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm New York State Company Codes]</li>
 
<li>[http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm New York State Company Codes]</li>
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<li>[[Training 4: ACORD Forms]]</li>
 
 
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The New York State provided bar code software is not required when using Newton.
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Newton can produce a number of New York State insurance forms, including driver ID cards with bar codes. The New York State provided bar code software is not required when using Newton.
  
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Items needed to complete New York ID configuration:
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== Before you begin ==
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Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
 
*'''New York Company ID Codes''' and '''NAIC codes'''  
 
*'''New York Company ID Codes''' and '''NAIC codes'''  
 
*Your '''New York Issuer License Number'''.
 
*Your '''New York Issuer License Number'''.
 
*Your '''New York Issuer Key'''.
 
*Your '''New York Issuer Key'''.
  
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===Configure Your New York Issue Number and Key ===
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Access to the administrative configure forms menu requires the [[Producer Profile|current operator]] to have the highest [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
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The issuer key is configured once per agency.
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#Load any client on any of the four Client Tabs with an active policy.
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[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
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#'''Left-Click''' any policy number listed under the '''Active Policies''' band.
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#Select '''Create Item -> Form'''.
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== Configure your New York issuer number and key ==  
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#Select the first form in the list, and select '''Ok'''. ''(The selected form can be any form)''
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The issuer key is configured once per agency by an admin user. (If your agency has multiple issuer license numbers, [[Forms: New York Driver ID Card Configuration by Department|each number can be assigned to a department code]]).
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#:[[File:Create-newform-a1.png]]
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Configure Forms'''.
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#Select '''Other -> Configure Forms...'''
 
 
#Select '''NY ID Config...'''
 
#Select '''NY ID Config...'''
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#Enter a valid '''Issuer License Number''' and '''Issuer Key'''.
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#Enter a valid '''Issuer License Number''' and '''Issuer Key'''. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
 
#:[[File:ny-nyidconfig.png]]
 
#:[[File:ny-nyidconfig.png]]
 
#Select '''Ok''' then '''Close'''.
 
#Select '''Ok''' then '''Close'''.
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#Exit the ACORD form, selecting '''No''' to save if prompted.
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#[[#Assign a New York State code to a company profile|See the section below to assign New York State codes to company profiles]].  
  
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===Assign a New York State Code to a [[Company Profile]]===
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[[File:Ic_info_black_24dp.png]]  See: [[Forms: Configure Forms]] for more information.
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The list of New York State issued codes can be found here: http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm
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#From the main Newton window select '''Profiles -> Company'''.
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== Assign a New York State code to a company profile ==
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#Select '''Find''' and select the desired policy company. Select '''Ok''' to load the company details.
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The New York State code is assigned to each company profile in Newton. (Requires  [[Security System|Security System: Profiles -> Company-> Edit]] access.)
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#Enter the company's '''NAIC Code''' and '''NY ID Code'''.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
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#:[[File:Ny-nyidconfig-companyprof.png]]
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#Select '''Find'''.
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#Select the desired company number and select '''OK'''.  
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#Enter the company's '''NAIC Code''' and '''NY ID Code'''. (https://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm or https://myportal.dfs.ny.gov/web/guest-applications/ins.-company-search)
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#:[[File:Company-nyidconfig.png]]
 
#Select '''Save''' then '''Exit'''.
 
#Select '''Save''' then '''Exit'''.
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[[File:Ic_info_black_24dp.png]]  See: [[Company Profile]] for more information.

Latest revision as of 18:52, 4 June 2018

Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Newton can produce a number of New York State insurance forms, including driver ID cards with bar codes. The New York State provided bar code software is not required when using Newton.

Before you begin

Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)

  • New York Company ID Codes and NAIC codes
  • Your New York Issuer License Number.
  • Your New York Issuer Key.

Access to the administrative configure forms menu requires the current operator to have the highest Security System access, level 9. The menu will not be available for users without the necessary permission.

Ic info black 24dp.png See: Security System for more information.

Configure your New York issuer number and key

The issuer key is configured once per agency by an admin user. (If your agency has multiple issuer license numbers, each number can be assigned to a department code).

  1. From the Main Menu, select Setup -> Configure Forms.
  2. Select NY ID Config...
  3. Enter a valid Issuer License Number and Issuer Key. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
    Ny-nyidconfig.png
  4. Select Ok then Close.
  5. See the section below to assign New York State codes to company profiles.

Ic info black 24dp.png See: Forms: Configure Forms for more information.

Assign a New York State code to a company profile

The New York State code is assigned to each company profile in Newton. (Requires Security System: Profiles -> Company-> Edit access.)

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Enter the company's NAIC Code and NY ID Code. (https://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm or https://myportal.dfs.ny.gov/web/guest-applications/ins.-company-search)
    Company-nyidconfig.png
  5. Select Save then Exit.

Ic info black 24dp.png See: Company Profile for more information.

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