Difference between revisions of "Category:Download"
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{{#ev:youtube|C6d68w-cV1g|300|right|Download Features}} | {{#ev:youtube|C6d68w-cV1g|300|right|Download Features}} | ||
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. | 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 ==== | |
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| − | == Certified Download Companies == | ||
The link below lists all companies certified to download with Newton by Agency Systems. | The link below lists all companies certified to download with Newton by Agency Systems. | ||
[[Certified Download Companies]] | [[Certified Download Companies]] | ||
| − | + | ==== Requesting Download from Companies ==== | |
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| − | === 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. | 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]] | [[Requesting Policy Download Data From Companies]] | ||
| − | === IVANS Transfer Manager and Company Specific Download Managers === | + | ==== 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. | 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. | ||
[[Configure Download Managers]] | [[Configure Download Managers]] | ||
| − | + | == Download Processing == | |
| − | + | ==== Daily Process for Policy Downloads ==== | |
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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. | 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]] | [[Daily Process for Policy Downloads]] | ||
| − | == Monthly Process for Direct Bill Invoicing == | + | ==== Monthly Process for Direct Bill Invoicing ==== |
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. | 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. | ||
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[[Monthly Process for Direct Bill Invoicing]] | [[Monthly Process for Direct Bill Invoicing]] | ||
| − | == Download Alerts == | + | == 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. | 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. | ||
[[Download Alerts]] | [[Download Alerts]] | ||
| − | == Rating Integration == | + | ==== 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. | 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. | ||
[[:Category:Rating Integration|Rating Integration]] | [[:Category:Rating Integration|Rating Integration]] | ||
Revision as of 14:12, 27 June 2014
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
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.
Monthly Process for Direct Bill Invoicing
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.
C
D
- 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
