Difference between revisions of "IBQ Rating Integration"
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== Setup == | == Setup == | ||
==== Configure Newton Export to IBQ ==== | ==== Configure Newton Export to IBQ ==== | ||
| − | + | #Select '''Setup -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)'' | |
| − | #Select ''' | ||
| − | |||
#Select '''New'''. | #Select '''New'''. | ||
#Select '''Upload to IBQ'''. | #Select '''Upload to IBQ'''. | ||
| Line 60: | Line 58: | ||
#[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]]. | #[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]]. | ||
| − | #Load | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
| − | #Select the ''' | + | #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 IBQ'''. | #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to IBQ'''. | ||
| Line 73: | Line 71: | ||
#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. | ||
#:[[File:QueueDL.png]] | #:[[File:QueueDL.png]] | ||
| − | #The quote can now be imported through the normal daily download process from any machine in the office by selecting ''' | + | #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. |
#Select to either use an existing client, or create a new client. | #Select to either use an existing client, or create a new client. | ||
#The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned. | #The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned. | ||
Latest revision as of 21:53, 21 March 2019
 Required Software Version: November 2014 |
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The IBQ comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> IBQ, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure Newton Export to IBQ
- Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- Select New.
- Select Upload to IBQ.
- Leave all defaults. Select Ok
Configure IBQ Export to Newton
- Open IBQ.
- Select Supervisor.
- Select Agency Management Integration.
- Select your Agency.
- Select the Search Icon and choose NEWTON.
- Change the drive letter for the Export path and program string if the default is different than your current configuration.
Processing
Export a File from Newton -> IBQ
Only policies previously downloaded from insurance carriers can be exported from Newton to IBQ.
- Configure Newton Export to IBQ.
- Load a client on one of the client tabs.
- Select the Download tab.
- Left-Click the (+) band to expand the desired policy number.
- Right-Click on the bottom or most-recent downloaded transaction and select Upload to IBQ.
- The IBQ software will automatically start the import process.
Export a File from IBQ -> Newton
Contact IBQ for additional assistance http://www.ibqsystems.com
- Configure IBQ Export to Newton.
- Complete a quote in IBQ and select the Export option on the left-hand side.
- Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
- 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.
- Select to either use an existing client, or create a new client.
- The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned.
- Enter the Company Code for the policy. Select Ok.
- The file has now been processed.
