SEMCAT Rating Integration
Revision as of 18:08, 12 September 2013 by Mlively (Talk | contribs) (→Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup)
Contents
Overview
The SEMCAT comparative rating integration is based on standard .AL3 download files.
SEMCAT cannot currently export files to Newton.
Setup
Click here if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.
Configure Newton Export to SEMCAT - Standard Local Setup
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select New.
- Select Upload to SEMCAT.
- Leave all defaults. Select Ok
- Close the Upload Configuration window.
Configure Newton Export to SEMCAT - Remote Desktop Hosted Setup
The following steps are only required if Newton and SEMCAT are both installed within a Microsoft Remote Desktop Terminal Services environment such as AJASENT or ACP.
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select New.
- Select Upload to SEMCAT.
- Edit the Executable Path to the following value.
C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe - Select Ok.
- The system may state "The specified application file does not exist".
- Select Ok.
- Press CTRL + Y on the keyboard TWICE.
- Select Ok.
- Close the Upload Configuration window.
Processing
Export a File from Newton -> SEMCAT
Only policies previously downloaded from insurance carriers can be exported from Newton to SEMCAT.
- Configure Newton Export to Newton.
- 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 SEMCAT.
- The SEMCAT software will automatically start the import process.