Difference between revisions of "Category:Download"
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==== Monthly Process for Direct Bill Invoicing ==== | ==== Monthly Process for Direct Bill Invoicing ==== | ||
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The Agency Systems [[Commission Download|Direct Bill Commission Download]] automates the [[:Category :Direct Bill|direct bill]] payment process. The [[Company Profile|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. | The Agency Systems [[Commission Download|Direct Bill Commission Download]] automates the [[:Category :Direct Bill|direct bill]] payment process. The [[Company Profile|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. | ||
[[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. | [[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. | ||
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== Additional Download Features == | == Additional Download Features == | ||
Revision as of 14:16, 14 July 2015
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.
Download Setup
Certified Download Companies
The link below lists all companies certified to download with Newton by Agency Systems.
Requesting Download from Companies
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.
Requesting Policy Download Data From Companies
IVANS Transfer Manager and Company Specific Download Managers
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.
Download Processing
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.
Daily Process for Policy Downloads
Monthly Process for Direct Bill Invoicing
Direct Bill: Commission Statement Processing
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.
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.
Additional Download Features
Download Alerts
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.
Rating Integration
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.
Pages in category "Download"
The following 20 pages are in this category, out of 20 total.
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- Daily Process for Policy Downloads
- Direct Bill: Adjust Commission for Fees or Agency Bill Payable
- Direct Bill: Commission Notes and Errors
- Direct Bill: Commission Statement Processing
- Direct Bill: Create A Check For Return Commission
- Direct Bill: Record Commissions By Company Without Invoicing
- Download Alerts
- Download Options
- Download: Package Policies with Kemper Preferred
