Evolution Rating Integration (Capital Rating)

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.

   

3. Select New.
4. Select Upload to Evolution.

   

5. Leave all defaults. Select Ok

   

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.