Difference between revisions of "Forms: New York Driver ID Card Configuration"
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The New York State provided bar code software is not required when using Newton. | The New York State provided bar code software is not required when using Newton. | ||
| − | Items needed to complete New York ID configuration: | + | Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm) |
*'''New York Company ID Codes''' and '''NAIC codes''' | *'''New York Company ID Codes''' and '''NAIC codes''' | ||
*Your '''New York Issuer License Number'''. | *Your '''New York Issuer License Number'''. | ||
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#Select '''Other -> Configure Forms...''' | #Select '''Other -> Configure Forms...''' | ||
#Select '''NY ID Config...''' | #Select '''NY ID Config...''' | ||
| − | #Enter a valid '''Issuer License Number''' and '''Issuer Key'''. | + | #Enter a valid '''Issuer License Number''' and '''Issuer Key'''. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm) |
#:[[File:ny-nyidconfig.png]] | #:[[File:ny-nyidconfig.png]] | ||
#Select '''Ok''' then '''Close'''. | #Select '''Ok''' then '''Close'''. | ||
Revision as of 19:48, 5 August 2016
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The New York State provided bar code software is not required when using Newton.
Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
- New York Company ID Codes and NAIC codes
- Your New York Issuer License Number.
- Your New York Issuer Key.
Configure Your New York Issue Number and Key
The issuer key is configured once per agency.
- Load any client on any of the four Client Tabs with an active policy.
- Left-Click any policy number listed under the Active Policies band.
- Select Create Item -> Form.
- Select the first form in the list, and select Ok. (The selected form can be any form)
- Select Other -> Configure Forms...
- Select NY ID Config...
- Enter a valid Issuer License Number and Issuer Key. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
- Select Ok then Close.
- Exit the ACORD form, selecting No to save if prompted.
Assign a New York State Code to a Company Profile
The list of New York State issued codes can be found here: http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm
- From the main Newton window select Profiles -> Company.
- Select Find and select the desired policy company. Select Ok to load the company details.
- Enter the company's NAIC Code and NY ID Code.
- Select Save then Exit.
