Difference between revisions of "PL Rating Integration (Vertafore)"
Jump to navigation
Jump to search
(updated URL) |
m (→Setup: based on a call for first ins today) |
||
| (5 intermediate revisions by one other user not shown) | |||
| Line 43: | Line 43: | ||
==== Configure Newton Export to PL Rating ==== | ==== Configure Newton Export to PL Rating ==== | ||
| − | #Select ''' | + | #Select '''Setup -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)'' |
| − | |||
#Select '''New'''. | #Select '''New'''. | ||
#Select '''Upload to PL Rating'''. | #Select '''Upload to PL Rating'''. | ||
#:[[File:menu-other-uploadconfiguration-uploadtoPLRating.png]] | #:[[File:menu-other-uploadconfiguration-uploadtoPLRating.png]] | ||
| − | #Leave all defaults. Select '''Ok''' | + | #Leave all defaults. Select '''Ok''' ''(Note: Only Home and Personal Auto Policies can be uploaded from PL Rating).'' |
| − | #: | + | #:It is recommended to leave "Overwrite file if it already exists" unchecked. When you click "Upload" on the Rater website, check "Remove file" there. |
== Processing == | == Processing == | ||
| Line 56: | Line 55: | ||
#[[#Setup|Configure Newton Export to PL Rating]]. | #[[#Setup|Configure Newton Export to PL Rating]]. | ||
| − | #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 PL Rating'''. | #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to PL Rating'''. | ||
| Line 70: | Line 69: | ||
#Log into PL Rating. https://rating.vertafore.com/UserInterface/main/login.aspx | #Log into PL Rating. https://rating.vertafore.com/UserInterface/main/login.aspx | ||
#Select a '''Client'''. | #Select a '''Client'''. | ||
| − | #Select the desired '''Quote'''. | + | #Select the desired Home or Personal Auto '''Quote'''. |
#Select '''Export Quote Data'''. | #Select '''Export Quote Data'''. | ||
#Verify the following parameters are configured: (Once configured, these settings will be saved for future use.) | #Verify the following parameters are configured: (Once configured, these settings will be saved for future use.) | ||
| Line 81: | Line 80: | ||
#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 quote number. Optionally a number can be manually assigned. | #The system will automatically assign a unique quote number. Optionally a number can be manually assigned. | ||
Latest revision as of 16:21, 28 May 2024
 Required Software Version: November 2014 |
| Related Pages |
| Related Categories |
The PL Rating comparative rating integration is based on standard .AL3 download files.
http://www.vertafore.com/All-Products/PL-Rating
In order to export files from Newton -> PL Rating, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure PL Rating Import from Newton
- An admin user for PL Rating must log in. https://rating.vertafore.com/UserInterface/main/login.aspx
- Select Admin -> Manage Agency Information.
- Select the Products Tab.
- Select Eclipse in the right hand menu. Select Next and Finish/Ok.
- Log Out of PL Rating.
Configure Newton Export to PL Rating
- Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
- Select New.
- Select Upload to PL Rating.
- Leave all defaults. Select Ok (Note: Only Home and Personal Auto Policies can be uploaded from PL Rating).
- It is recommended to leave "Overwrite file if it already exists" unchecked. When you click "Upload" on the Rater website, check "Remove file" there.
Processing
Export a File from Newton -> PL Rating
Only policies previously downloaded from insurance carriers can be exported from Newton to PL Rating.
- Configure Newton Export to PL Rating.
- 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 PL Rating.
- The PL Rating web page will automatically launch.
- Enter the log in information and install the plugin if prompted.
- Select Import in the top left corner. (If the button is not visible, see Configure PL Rating Import from Newton.)
- Leave all defaults options. Select Import in the top right corner.
- A message may display stating certain fields are undefined by PL Rating. Select OK.
Export a File from PL Rating -> Newton
- Configure PL Rating Import from Newton.
- Log into PL Rating. https://rating.vertafore.com/UserInterface/main/login.aspx
- Select a Client.
- Select the desired Home or Personal Auto Quote.
- Select Export Quote Data.
- Verify the following parameters are configured: (Once configured, these settings will be saved for future use.)
- Connect Partner: Eclipse
- Export File Name: C:\Amsrack\Integrat\Eclipse\Amsexport.al3
- Execute File Name: T:\Empire\Programs\QueueDL.exe (Substitute T: with the drive letter for your Newton installation.)
- Execute Params: C:\Amsrack\Integrat\Eclipse\Amsexport.al3
- Check Execute Enabled then select Export.
- 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 quote number. Optionally a number can be manually assigned.
- Enter the Company Code for the policy. Select Ok.
- The file has now been processed.
