Difference between revisions of "IBQ Rating Integration"
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In order to export files from Newton -> IBQ, your agency must be be downloading policies from your carriers. | In order to export files from Newton -> IBQ, your agency must be be downloading policies from your carriers. | ||
| − | + | === Setup === | |
| − | === Configure Newton Export to IBQ === | + | ==== Configure Newton Export to IBQ ==== |
| − | #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload | + | #Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options. |
#Select '''Other -> Upload Configuration'''. | #Select '''Other -> Upload Configuration'''. | ||
#:[[File:Menu-other-uploadconfiguration.png]] | #:[[File:Menu-other-uploadconfiguration.png]] | ||
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#:[[File:menu-other-uploadconfiguration-uploadtoIBQ-uploadconfig.png]] | #:[[File:menu-other-uploadconfiguration-uploadtoIBQ-uploadconfig.png]] | ||
| − | === Configure IBQ Export to Newton === | + | ==== Configure IBQ Export to Newton ==== |
Save [http://www.asfiles.com/send/QueueDL.exe QueueDL.exe] to your \Empire\programs\ directory. | Save [http://www.asfiles.com/send/QueueDL.exe QueueDL.exe] to your \Empire\programs\ directory. | ||
| Line 27: | Line 27: | ||
#Change the drive letter for the '''Export path''' and '''program string''' if the default is different than your current configuration. | #Change the drive letter for the '''Export path''' and '''program string''' if the default is different than your current configuration. | ||
| − | === Export a File from Newton -> IBQ === | + | === Processing === |
| + | ==== Export a File from Newton -> IBQ ==== | ||
| + | Only policies previously downloaded from insurance carriers can be exported from Newton to IBQ. | ||
| + | |||
#[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]]. | #[[#Configure Newton Export to IBQ|Configure Newton Export to IBQ]]. | ||
#Load the Client on one of the four Client Tabs. | #Load the Client on one of the four Client Tabs. | ||
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#'''Left-Click''' the '''(+)''' band to expand the desired policy number. | #'''Left-Click''' the '''(+)''' band to expand the desired policy number. | ||
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to IBQ'''. | #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to IBQ'''. | ||
| + | #The IBQ software will automatically start the import process. | ||
| + | |||
| + | ==== Export a File from IBQ -> Newton ==== | ||
| + | Contact IBQ for additional assistance http://www.ibqsystems.com | ||
| − | + | #[[#Configure IBQ Export to Newton|Configure IBQ Export to Newton]]. | |
| − | + | #Complete a quote in IBQ and select the '''Export''' option on the left-hand side. | |
| + | #Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction. | ||
| + | #:[[File:QueueDL.png]] | ||
| + | #The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Other -> Download'''. If the download management system was already open, the import process will start automatically. | ||
| + | #Select to either use an existing client, or create a new client. | ||
| + | #The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned. | ||
| + | #Enter the '''Company Code''' for the policy. Select '''Ok'''. | ||
| + | #:[[File:download-make-policy-fromibq.png]] | ||
| + | #The file has now be processed. | ||
Revision as of 13:41, 11 September 2013
Contents
Overview
The IBQ comparative rating integration is based on standard .AL3 download files.
In order to export files from Newton -> IBQ, your agency must be be downloading policies from your carriers.
Setup
Configure Newton Export to IBQ
- Contact Agency Systems support to enable the upload configuration options.
- Select Other -> Upload Configuration.
- Select Upload to IBQ.
- Leave all defaults. Select Ok
Configure IBQ Export to Newton
Save QueueDL.exe to your \Empire\programs\ directory.
- Open IBQ.
- Select Supervisor.
- Select Agency Management Integration.
- Select your Agency.
- Select the Search Icon and choose NEWTON.
- Change the drive letter for the Export path and program string if the default is different than your current configuration.
Processing
Export a File from Newton -> IBQ
Only policies previously downloaded from insurance carriers can be exported from Newton to IBQ.
- Configure Newton Export to IBQ.
- 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 IBQ.
- The IBQ software will automatically start the import process.
Export a File from IBQ -> Newton
Contact IBQ for additional assistance http://www.ibqsystems.com
- Configure IBQ Export to Newton.
- Complete a quote in IBQ and select the Export option on the left-hand side.
- Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
- The quote can now be imported through the normal daily download process from any machine in the office by selecting Other -> Download. If the download management system was already open, the import process will start automatically.
- Select to either use an existing client, or create a new client.
- The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned.
- Enter the Company Code for the policy. Select Ok.
- The file has now be processed.
