Daily Process for Policy Downloads

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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.

Configure Download Managers

Configure NAIC Codes

Configure AL3 Acord Lines

Daily Workflow

  1. Run all download managers to capture all files available from the company since last download.
  2. Got to Other -> Download -> Add Files to bring files in to be processed.
  3. Verify and Approve Downloads as they are processed
  4. Review Pending Tab for items that require further attention.