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| − | {{#ev:youtube|C6d68w-cV1g|300|right|Download Features}}
| + | [[Category:Third-Party Integration]] |
| − | 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 === |
| − | == Certified Download Companies == | |
| − | The link below lists all companies certified to download with Newton by Agency Systems.
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| | [[Certified Download Companies]] | | [[Certified Download Companies]] |
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| − | == Getting Certified with a New Company for Downloads ==
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| − | [[Getting Certified with a New Company for Downloads]]
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| − | == Download Setup ==
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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.
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| | [[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.
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| | [[Configure Download Managers]] | | [[Configure Download Managers]] |
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| − | === Configuring NAIC Codes for Downloads === | + | === Download Processing === |
| − | NAIC codes are an industry standard coding for the companies. Each company may have several, depending on which branch you are doing business with. When the initial downloads from a given company are processed, Agency Systems will generate a message that the NAIC code is not set up for that company. You will then have an option to associate that NAIC code with the corresponding company code that you set up in Agency Systems.
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| − | [[Configure NAIC Codes]]
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| − | === Configuring AL3 Acord Lines ===
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| − | AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created with downloads. Many companies may call these coverage codes, and provide you a large index of items to be entered. Newton handles this differently than most vendors where we have completed the hard work for you. The link below will discuss the single time setup process of these codes.
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| − | [[Configure AL3 Acord Lines]]
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| − | == Daily Process for Policy Downloads == | |
| − | 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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| | [[Daily Process for Policy Downloads]] | | [[Daily Process for Policy Downloads]] |
| | + | :[[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 ==
| + | [[Direct Bill: Commission Statement Processing]] ([[Commission Download]], [[Commission Builder]]) |
| − | The Agency Systems Direct Bill Commission Download automates the direct bill payment process. The 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.
| + | :[[Direct Bill: Commission Notes and Errors]] |
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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.
| + | === Using Downloaded Risk === |
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| − | [[Monthly Process for Direct Bill Invoicing]] | + | [[Client Tab: Download]] |
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| − | == Download Alerts ==
| + | [[Policy_Dashboard#Policy_Download|Policy Dashboard: Download]] |
| − | 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]]
| + | === Additional Download Features === |
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| − | == Rating Integration ==
| + | [[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.
| + | [[Download Alerts]] |
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| | [[:Category:Rating Integration|Rating Integration]] | | [[:Category:Rating Integration|Rating Integration]] |
