Daily Process for Policy Downloads
Revision as of 13:52, 30 January 2014 by Kuptain (Talk | contribs) (Created page with "Category:Download 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 Ma...")
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.
Single Time Setup
Your first time downloading items you will be required to configure the NAIC Codes and AL3 lines. This setup is typically reviewed during your download training. The links below will discuss the procedures for completing these initial configurations.
Daily Workflow
- Run all download managers to capture all files available from the company since last download.
- Got to Other -> Download -> Add Files to bring files in to be processed.
- Verify and Approve Downloads as they are processed
- Review Pending Tab for items that require further attention.
