Difference between revisions of "Download Alerts"

From Agency Systems Wiki
Jump to navigation Jump to search
(added FAQ)
Line 1: Line 1:
−
[[Category:Download]]
+
[[Category:Download]][[Category:Email]][[Category:Suspense]]
 +
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Suspense]] Newton User Guide: [[Newton User Guide#Suspense|Suspense]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Download_Alerts&oldid=4003 Click Here]</td>
 +
</tr>
 +
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 +
    <td>Related Pages</td>
 +
</tr>
 +
<tr>
 +
<td>
 +
<ul>
 +
<li>[[Daily Process for Policy Downloads]]</li>
 +
<li>[[Diary]]</li>
 +
<li>[[Email]]</li>
 +
<li>[[User Dashboard Tab]]</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
<tr style="background-color: #d3d3d3; text-align: center; ">
 +
    <td>Related Categories</td>
 +
</tr>
 +
<tr>
 +
<td>
 +
<ul>
 +
<li>[[:Category:Download|Download]]</li>
 +
<li>[[:Category:Email|Email]]</li>
 +
<li>[[:Category:Suspense|Suspense]]</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
</table>
 
{{#ev:youtube|sNFTIfpPmHs|300|right|Download Alerts}}
 
{{#ev:youtube|sNFTIfpPmHs|300|right|Download Alerts}}
−
{{#ev:youtube|KiLuWiJRBjw|300|right|Re-marketing With Download Alerts and Submissions}}
+
Download Alerts expands policy download to notify your agency staff of important changes from one company’s download to the next.
−
Download Alerts is a new toolkit that expands our current download package to notify your agencies selected personnel of important changes from one company’s download to the next.
 
  
−
=== Frequently Asked Questions (FAQ) ===
+
== Getting started ==
−
*[[Talk:Daily_Process_for_Policy_Downloads#How_do_I_handle_drivers_removed_from_policies_using_download.3F|How do I handle drivers removed from policies using download?]]
+
Alerts allow the agency to stay informed of policy changes sent directly to the carrier by the insured. The alert enhances your workflow to make policy changes in a seamless manner.  The operator may jump from the diary item that was created by the alert system directly to the client to make the specific changes required.  Premium alerts can spot downloaded premium changes quickly allowing the agency to remarket coverage to a new carrier before the insured shops for different coverage.
  
−
=== What are the current alerts? ===
+
'''Download alert types'''
 
*Cancellation Downloads.
 
*Cancellation Downloads.
 
*Policy Premium change by a positive or negative percentage amount.
 
*Policy Premium change by a positive or negative percentage amount.
−
*Schedule Items change such as drivers, vehicle, and properties. This would include new, deleted, or altered items.
+
*Schedule Items change such as [[Forms:_Drivers|drivers]], [[Forms:_Vehicles|vehicles]], and properties. This would include new, deleted, or altered items.
−
*All downloads for a specified client.
+
*All downloads for a [[Client Profile|specified client]].
 +
*Clients with a [[Producer Profile|specified producer]].
  
−
=== How are alerts created? ===
+
[[File:Downloadalert-type.png]]
−
The alerts are generated automatically and silently when daily downloads are processed which meet the user specified criteria.  The alerts setup is in the Download Management Center, and utilizes a simple to use wizard format.
 
  
−
=== Who would get the alert, and what would it look like? ===
 
−
You may select multiple people to place on an alert.  Some examples would be the policy producer, CSR, sub-producer, or manager.  If an alert is triggered it will place a diary item on the person you chose Dashboard.
 
  
−
=== Why would I want to use the alert system? ===
+
The alerts are generated automatically and silently when [[Daily Process for Policy Downloads|daily downloads are processed]] which meet the user specified criteria.   The alerts setup is in the Download Management Center, and utilizes a simple to use wizard format.
−
Alerts allow the Agency to stay informed of policy changes sent directly to the carrier by the insured. The alert enhances your workflow to make policy changes in a seamless manner.  You may jump from the diary item that was created by the alert system directly to the client to make the specific changes required.  Also by setting up premium alerts you can spot downloaded premium changes quickly and notify your clients before your client shops for different coverage.
 
  
−
=== How do I create a Download Alert? ===
+
Multiple users can be assigned an alert.  Some examples would be the policy producer, CSR, sub-producer, or manager.  If an alert is triggered, it will [[Diary|place a diary item]] for the correct person on their [[User Dashboard Tab]], or send an automated [[Email]].  
−
From the main Agency System's menu select '''Other -> Download ->Pending tab'''.
 
  
−
Right-click on a blank/white area of the screen,  and select '''Download Alerts'''…
+
[[File:Downloadalert-action.png]] [[File:Downloadalert-diarysettings.png]]
  
−
Select '''New''' to bring up the alert wizard.
 
  
−
Follow the prompts on the wizard to set the desired type of alert.
+
[[File:Ic_info_black_24dp.png]]  See: [[Diary]] or [[Email]] for more information.  
  
−
Once the alert is complete you have a few options if you '''Right Click''' on the alert itself.
+
== Create a new download alert ==
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.
 +
#Select the '''Pending''' tab.
 +
#'''Right-click''' on a blank/white area of the screen,  and select '''Download Alerts ...''' ''(If not listed [[Help:Contents|contact support]].)''
 +
#Select '''New'''.
 +
#Follow the prompts on the wizard to [[#Getting started|set the desired type of alert]].
 +
#Process the daily policy downloads and the alerts will be automatically detected and generated.  
  
−
*'''Edit''' allows you to modify the existing alert.
+
[[File:Ic_info_black_24dp.png]]  See: [[Daily Process for Policy Downloads]] for more information.  
  
−
*'''Retire This Alert''' this Alert will stop the alert from generating, and will drop it off your alert listing.
+
== Edit a download alert ==
 +
Any alert can be modified or retired (disabled) from the setup window.  
  
−
*'''Suspend Alerts System''' will stop alert processing for this download session.
+
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.
 +
#Select the  '''Pending''' tab.
 +
#'''Right-click''' on a blank/white area of the screen,  and select '''Download Alerts ...'''
 +
#Highlight an existing alert and select '''Edit''' to modify an existing alert.
 +
#Follow the prompts on the wizard to edit the alert details.
 +
 
 +
'''Additional edit options:'''
 +
*'''Right-Click''' -> '''Retire This Alert''' to stop the alert from generating. The alert will drop off the list.
 +
*'''Right-Click''' -> '''Suspend Alerts System''' to stop alert processing for all alerts for this download session.
 +
 
 +
== Frequently Asked Questions (FAQ) ==
 +
*[[#How do I handle drivers removed from policies using download?|How do I handle drivers removed from policies using download?]]
 +
*:<br>
 +
----
 +
===How do I handle drivers removed from policies using download?===
 +
:When a new driver is added, they are automatically updated on the driver list in Newton.
 +
:Can the system not be told to mark an existing driver as inactive when they are removed?
 +
 
 +
----
 +
;Answer
 +
[[Forms: Drivers|Drivers]] as well as [[Forms: Vehicles|vehicles]], property, and equipment belong to the [[Client Profile|customer]], not to the [[Policy Dashboard|policy]].  It is common to have several auto policies in effect, each sharing the same list of drivers. [[Daily Process for Policy Downloads|When a download is processed]] and a driver is no longer listed, Newton does not automatically change the driver (or vehicle, etc) to inactive. 
 +
 
 +
A [[#Create a new download alert|download alert]] can be created to [[Producer Profile|notify the operator]] to the change, with shortcuts to update the schedule as needed.
 +
 
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.
 +
#Select the  '''Pending''' tab.
 +
#'''Right-click''' on a blank/white area of the screen,  and select '''Download Alerts ...'''
 +
#Select '''New'''.
 +
#Select '''Scheduled Item Change''', then '''Next'''.
 +
#:[[File:Downloadalert-scheduleitem.png]]
 +
#:<br>
 +
#Select '''Look for driver changes''' and '''Look for deleted items'''. Select '''Next'''. ''(Optionally have the same alert check for deleted vehicles and property as well, or create additional alerts.)''
 +
#:[[File:Downloadalert-scheduleitem-driverdelete.png]]
 +
#:<br>
 +
#Select any additional filters, then choose to either send an [[Email|email alert,]] or [[Diary|create a diary (suspense)]].
 +
#Select the recipient information, and enter a name for the alert. Select '''Next''' then '''Close'''.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Forms: Drivers]] for more information.
 +
----

Revision as of 15:43, 30 May 2018

Ic description black 24dp.png Newton User Guide: Suspense
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
Download Alerts

Download Alerts expands policy download to notify your agency staff of important changes from one company’s download to the next.

Getting started

Alerts allow the agency to stay informed of policy changes sent directly to the carrier by the insured. The alert enhances your workflow to make policy changes in a seamless manner. The operator may jump from the diary item that was created by the alert system directly to the client to make the specific changes required. Premium alerts can spot downloaded premium changes quickly allowing the agency to remarket coverage to a new carrier before the insured shops for different coverage.

Download alert types

  • Cancellation Downloads.
  • Policy Premium change by a positive or negative percentage amount.
  • Schedule Items change such as drivers, vehicles, and properties. This would include new, deleted, or altered items.
  • All downloads for a specified client.
  • Clients with a specified producer.

Downloadalert-type.png


The alerts are generated automatically and silently when daily downloads are processed which meet the user specified criteria. The alerts setup is in the Download Management Center, and utilizes a simple to use wizard format.

Multiple users can be assigned an alert. Some examples would be the policy producer, CSR, sub-producer, or manager. If an alert is triggered, it will place a diary item for the correct person on their User Dashboard Tab, or send an automated Email.

Downloadalert-action.png Downloadalert-diarysettings.png


Ic info black 24dp.png See: Diary or Email for more information.

Create a new download alert

  1. From the Main Menu, select Company -> Download.
  2. Select the Pending tab.
  3. Right-click on a blank/white area of the screen, and select Download Alerts ... (If not listed contact support.)
  4. Select New.
  5. Follow the prompts on the wizard to set the desired type of alert.
  6. Process the daily policy downloads and the alerts will be automatically detected and generated.

Ic info black 24dp.png See: Daily Process for Policy Downloads for more information.

Edit a download alert

Any alert can be modified or retired (disabled) from the setup window.

  1. From the Main Menu, select Company -> Download.
  2. Select the Pending tab.
  3. Right-click on a blank/white area of the screen, and select Download Alerts ...
  4. Highlight an existing alert and select Edit to modify an existing alert.
  5. Follow the prompts on the wizard to edit the alert details.

Additional edit options:

  • Right-Click -> Retire This Alert to stop the alert from generating. The alert will drop off the list.
  • Right-Click -> Suspend Alerts System to stop alert processing for all alerts for this download session.

Frequently Asked Questions (FAQ)

How do I handle drivers removed from policies using download?

When a new driver is added, they are automatically updated on the driver list in Newton.
Can the system not be told to mark an existing driver as inactive when they are removed?
Answer

Drivers as well as vehicles, property, and equipment belong to the customer, not to the policy. It is common to have several auto policies in effect, each sharing the same list of drivers. When a download is processed and a driver is no longer listed, Newton does not automatically change the driver (or vehicle, etc) to inactive.

A download alert can be created to notify the operator to the change, with shortcuts to update the schedule as needed.

  1. From the Main Menu, select Company -> Download.
  2. Select the Pending tab.
  3. Right-click on a blank/white area of the screen, and select Download Alerts ...
  4. Select New.
  5. Select Scheduled Item Change, then Next.
    Downloadalert-scheduleitem.png

  6. Select Look for driver changes and Look for deleted items. Select Next. (Optionally have the same alert check for deleted vehicles and property as well, or create additional alerts.)
    Downloadalert-scheduleitem-driverdelete.png

  7. Select any additional filters, then choose to either send an email alert, or create a diary (suspense).
  8. Select the recipient information, and enter a name for the alert. Select Next then Close.

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

Retrieved from "http://wiki.agencysystems.com/index.php?title=Download_Alerts&oldid=5166"