Difference between revisions of "Evolution Rating Integration (Capital Rating)"

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(Created page with "Category:Rating Integration === Overview === The Evolution comparative rating integration is based on standard .AL3 download files. http://www.capitalrating.com/ In or...")
 
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#Leave all defaults. Select '''Ok'''
 
#Leave all defaults. Select '''Ok'''
 
#:[[File:menu-other-uploadconfiguration-uploadtoEvolution-uploadconfig.png]]
 
#:[[File:menu-other-uploadconfiguration-uploadtoEvolution-uploadconfig.png]]
 +
 +
==== Configure Evolution Export to Newton ====
 +
#Open Evolution
 +
#Select '''Set Up / Training'''.
 +
#:[[File:evolution-setup.png]]
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#Select '''Management System Integration'''.
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#:[[File:evolution-setup-management.png]]
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#Select '''Agency Systems Newton'''. ''If the option is not needed, you will need to update the Evolution software first''.
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#Change the drive letter from S: to if needed, and select '''Continue'''.
 +
#:[[File:Evolution-setup-management-selectsystem.png]]
  
 
=== Processing ===
 
=== Processing ===
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#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to Evolution'''.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to Evolution'''.
 
#The Evolution software will automatically start the import process.
 
#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|Configure Evolution Export to Newton]].
 +
#Complete a quote in Evolution.
 +
#Select '''Upload  /Integrate -> Agency Systems Newton'''.
 +
#:[[File:evolution-upload.png]]
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#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.
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#Select '''Other -> Download'''.
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#Select '''Add Files'''.
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#Highlight the NEWTON.Al3 exported file and select '''Open'''.
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#Select to either use an existing client, or create a new client.
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#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'''.
 +
#:[[File:download-make-policy-fromevolution.png]]
 +
#The file has now been processed.

Revision as of 22:37, 25 February 2014

Overview

The Evolution comparative rating integration is based on standard .AL3 download files.

http://www.capitalrating.com/

In order to export files from Newton -> Evolution, your agency must be be downloading policies from your carriers.

Setup

Configure Newton Export to Evolution

  1. Contact Agency Systems support to enable the upload configuration options.
  2. Select Other -> Upload Configuration.
    Menu-other-uploadconfiguration.png
  3. Select New.
  4. Select Upload to Evolution.
    Menu-other-uploadconfiguration-uploadtoEvolution.png
  5. Leave all defaults. Select Ok
    Menu-other-uploadconfiguration-uploadtoEvolution-uploadconfig.png

Configure Evolution Export to Newton

  1. Open Evolution
  2. Select Set Up / Training.
    Evolution-setup.png
  3. Select Management System Integration.
    Evolution-setup-management.png
  4. Select Agency Systems Newton. If the option is not needed, you will need to update the Evolution software first.
  5. Change the drive letter from S: to if needed, and select Continue.
    Evolution-setup-management-selectsystem.png

Processing

Export a File from Newton -> Evolution

Only policies previously downloaded from insurance carriers can be exported from Newton to Evolution.

  1. Configure Newton Export to Evolution.
  2. Load the Client on one of the four Client Tabs.
  3. Select the DL Risk tab.
  4. Left-Click the (+) band to expand the desired policy number.
  5. Right-Click on the bottom or most-recent downloaded transaction and select Upload to Evolution.
  6. The Evolution software will automatically start the import process.

Export a File from Evolution -> Newton

Contact Evolution support for additional assistance.

  1. Configure Evolution Export to Newton.
  2. Complete a quote in Evolution.
  3. Select Upload /Integrate -> Agency Systems Newton.
    Evolution-upload.png
  4. Evolution creates a file in the S:\EMPIRE\DOWNLOAD folder. (The drive letter can be altered as needed.)
  5. Switch to the Newton window from any machine in the office.
  6. Select Other -> Download.
  7. Select Add Files.
  8. Highlight the NEWTON.Al3 exported file and select Open.
  9. Select to either use an existing client, or create a new client.
  10. Erase the quote number and the system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  11. Update the Company Code for the quote if necessary. Select Ok.
    Download-make-policy-fromevolution.png
  12. The file has now been processed.
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