Difference between revisions of "Evolution Rating Integration (Capital Rating)"
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[[Category:Rating Integration]] | [[Category:Rating Integration]] | ||
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The Evolution comparative rating integration is based on standard .AL3 download files. | The Evolution comparative rating integration is based on standard .AL3 download files. | ||
http://www.capitalrating.com/ | http://www.capitalrating.com/ | ||
| − | In order to export files from Newton -> Evolution, your agency must be be downloading policies from your carriers. | + | In order to export files from Newton -> Evolution, your agency must be be [[:Category:Download|downloading policies]] from your carriers. |
| − | + | == Setup == | |
==== Configure Newton Export to Evolution ==== | ==== Configure Newton Export to Evolution ==== | ||
#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. | ||
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#:[[File:Evolution-setup-management-selectsystem.png]] | #:[[File:Evolution-setup-management-selectsystem.png]] | ||
| − | + | == Processing == | |
==== Export a File from Newton -> Evolution ==== | ==== Export a File from Newton -> Evolution ==== | ||
Only policies previously downloaded from insurance carriers can be exported from Newton to Evolution. | Only policies previously downloaded from insurance carriers can be exported from Newton to Evolution. | ||
Revision as of 13:48, 10 September 2014
The Evolution comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> Evolution, your agency must be be downloading policies from your carriers.
Contents
Setup
Configure Newton Export to Evolution
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select New.
- Select Upload to Evolution.
- Leave all defaults. Select Ok
Configure Evolution Export to Newton
- Open Evolution
- Select Set Up / Training.
- Select Management System Integration.
- Select Agency Systems Newton. If the option is not needed, you will need to update the Evolution software first.
- Change the drive letter from S: to if needed, and select Continue.
Processing
Export a File from Newton -> Evolution
Only policies previously downloaded from insurance carriers can be exported from Newton to Evolution.
- Configure Newton Export to Evolution.
- Load the Client on one of the four Client Tabs.
- Select the DL Risk 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 Evolution.
- The Evolution software will automatically start the import process.
Export a File from Evolution -> Newton
Contact Evolution support for additional assistance.
- Configure Evolution Export to Newton.
- Complete a quote in Evolution.
- Select Upload /Integrate -> Agency Systems Newton.
- Evolution creates a file in the S:\EMPIRE\DOWNLOAD folder. (The drive letter can be altered as needed.)
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the NEWTON.Al3 exported file and select Open.
- Select to either use an existing client, or create a new client.
- Erase the quote number and the system will automatically assign a unique quote number. Optionally a number can be manually assigned.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.
