Download Integration
Overview: This document describes how to run the download report, and a description of the different options. Process: From the main Agency System's menu select Other -> Download - > Report Start Date: Starting date of the report based off the process date of the transaction. End…
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Download Integration
Overview: 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…
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Download Integration
Overview: This document describes how to run reports to review the changes made by the daily download. Before You Begin: The following reports will only work if the downloads are the first items processed by the CSR for the day. This is the recommended workflow for all agencies. …
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Download Integration
Overview: How do I process a direct bill commission download when it is a negative amount and the company has invoiced us to pay them? Process: From the main Agency System's menu select Other -> Download. Right click on the commission download and Left Click Edit Details. From the…
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Download Integration
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Overview: Commission Builder is feature bundled in the Direct Bill Commission Download Package. With Commission Builder you can directly input from paper commission statements for those carriers that do not provide electronic downloads. You may also adjust electronic commission downloads from your companies, such as adding a sub-producer to…
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Download Integration
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Overview: The Agency Systems Direct Bill Commission Download automates the direct bill payment process. The insurance carrier provides a special AL3 file which has details of commission payments; Agency Systems processes this file, automatically matches payments to existing invoices and policies, and greatly facilitates the process of manually matching those…
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Download Integration
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Overview: This document provides the steps to enable your direct bill invoicing function. This function is necessary to invoice directly from the policy risk download from your insuring companies. Even though these are direct bill, this function will allow you to track producer commissions, as well as, keep your general…
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Download Integration
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Overview: Also called coverage codes, AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created with downloads. Before You Begin: These codes may also be entered as you receive downloads. The system will prompt…
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Download Integration
Overview: NAIC codes are an industry standard coding for the companies. Each company may have several, depending on which branch you are doing business with. When the initial downloads from a given company are processed, Agency Systems will generate a message that the NAIC code is not set up for…
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Download Integration
Download Alerts is a new toolkit that expands our current download package to notify your agencies selected personnel of important changes from one company’s download to the next. Video Tutorial: Tutorial: Combining Download Alerts and Submissions Play Video What are the current alerts? Cancellation Downloads Policy Premium change by…
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Download Integration
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Overview: Agency Systems is certified with several hundred companies. We are constantly adding new companies as requested by our agents. How fast this can be accomplished varies. We try to turn the certification requests around the next business day, but some companies may take weeks processing on their end. Usually…
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Download Integration
Overview: IVANS is a third-party company that manages the electronic connection between insurance agencies and the carriers from whom they download policy information. Before You Begin: Some carriers such as Progressive and Mercury have their own Al3 download software used instead of IVANS Transfer Manager. Process: When you…
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Download Integration
Overview: This document displays the recommended configuration options for the Download Manager in Agency Systems. These are the base options for download. If you have purchased additional modules you may have more settings than what is currently shown. Before You Begin: Before making any changes to an existing download…
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Download Integration
Overview: Due to privacy laws, such as Gramm-Leach-Bliley Act, the Patriot Act, HIPPA, and others; agents must make the request for the files from the insuring companies. We cannot presume to know the process with all companies but can give you avenues to get you there. Process: When you…
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Download Integration