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Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips. PowerPoint PPT Presentation


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Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips. Dave Willey Carrier Relationship Manager [email protected] Insurance Management Solutions. Applied Systems Epic The Agency Manager The Agency Manager – Vision DORIS Online.

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Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips.

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Real time interface agency setup maintenance security workflow tricks tips

Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips.

Dave WilleyCarrier Relationship Manager [email protected]


Insurance management solutions

Insurance Management Solutions

  • Applied Systems Epic

  • The Agency Manager

  • The Agency Manager – Vision

  • DORIS Online

Applied Systems Insurance Solutions are used by 11,000+ Agencies and over 130,000 Agency Personnel


Requirements

Requirements?

Applied Systems, in partnership with IVANS, has automatically set up its entire agency force with Transformation Station accounts.

First enabled on Tam v6.3 Patch 58 & Vision v2.3

Built into Epic from the start.

The agency must be on FIBM support.


How much does it cost

How Much Does It Cost?

  • It’s FREE !!!!

  • Is My Data Secure and is my System, safe?

    Because IVANS delivers the transaction to the Carrier, It’s protected from Hackers & Agent’s system is protected from viruses.

Additional Cost=0

Security: Guaranteed


The benefits of real time interface

The Benefits of Real-Time Interface

Benefits to Agency

  • Immediate Access to Carrier Data and Processing

  • Immediate Customer Service

  • No Manually Accessing Carrier Websites

  • No Constant Carrier “Login”

  • Audit Trail

    Benefits to Carrier

  • Accurate Responses to Agency and Customer

  • No Redundant Employee Intervention

  • Added-value to Carrier Transaction


Transformation station capabilities

Transformation Station Capabilities

  • Personal Lines Rating, Bridges and Submissions

  • Personal Auto

  • Homeowners

  • Personal Umbrella

  • Personal Package

  • Commercial Lines Rating, Bridges and Submissions

  • BOP

  • Workers’ Compensation

  • Commercial Auto

  • General Liability

  • Property

  • Insured & Location Schedule Submit

  • Vehicle Schedule Submit


Transformation station capabilities1

Transformation Station Capabilities

  • More than Just Premiums

  • Report Ordering

    • MVR, Credit, etc.

  • Carrier Proposal

  • Rating Worksheets

  • Underwriting Documentation

  • Carrier Specific Documents

  • Additional Signature Forms

  • Policy Submission

  • Direct Issuance Request

  • Send Attachments

  • Launch Carrier Issuance Website


Transformation station capabilities2

Transformation Station Capabilities

  • Inquiry Transactions

  • Billing

  • Policy

  • Claims

  • Loss Run

  • First Notice of Loss

  • Auto

  • Liability

  • Property

  • Workers’ Compensation

  • Other Transactions

  • Endorsement Bridge

  • Company Website

  • Make Payment


Ivans transformation station

AgentStation

Carrier 1

Authentication

Authentication

Session Manager

Public

ROUTER

Public

AgentStation

Carrier 2

Carrier 2

Session Manager

DORIS

TAM-Vision

The Agency Manager

Carrier 3

Carrier 3

AgentStation

IVANS Transformation Station

A secure connection to Real-Time Servers is made. The broker is authenticated and the the data is edited for each carrier selected.

Broker starts within their management system

After the data has been edited, it is sent back to the broker for an opportunity by the management system for further action. i.e. Persisting Data

Real-Time Communication

WebEdits

Data Translators


Ivans transformation station1

AgentStation

Carrier 1

Session Manager

Authentication

Authentication

AL3

XML

Other

Public

ROUTER

Public

AgentStation

Carrier 2

Carrier 2

Session Manager

DORIS

Broker Management System

The Agency Manager

TAM-Vision

Carrier 3

Carrier 3

AgentStation

IVANS Transformation Station

The edited data is resent to Real-Time Servers. The single XML stream is split into multiple streams and sent to the appropriate translators.

Once translated, the streams are simultaneously sent out to the carriers for processing.

Real-Time Communication

WebEdits

Data Translators


Ivans transformation station2

Carrier 1

Session Manager

Authentication

Authentication

AL3

XML

Other

Public

ROUTER

Public

Carrier 2

Carrier 2

Session Manager

TAM-Vision

The Agency Manager

Broker Management System

DORIS

Carrier 3

Carrier 3

IVANS Transformation Station

AgentStation

The multiple XML streams are merged into one and sent back to the broker with the results displayed directly in their management system.

After the data has been processed by the carriers, it is sent back to Real-Time Servers where the data is translated back to XML.

Real-Time Communication

AgentStation

WebEdits

Data Translators

AgentStation


Agency interface opportunities

Agency Interface Opportunities

  • Total Download Carriers = 321

  • Total Real-Time Carriers = 123

    • Personal Lines Carriers = 96

    • Total Rating Unique Transactions = 144

    • Total Service Unique Transactions = 375

    • PL Reference Guide

    • Commercial Lines Carriers = 100

    • Total Rating Unique Transactions = 117

    • Total Service Unique Transactions = 355

  • CL Reference Guide


Using message center to inform staff

Using Message Center to Inform Staff.


Learn the seven steps of ts

Learn the Seven Steps of TS

  • Enter agency code.

  • 2) Run Account Update Wizard.

  • 3) Enter User Security.

  • 4) All existing business, create a FUTURE app to use for TS quoting.

  • 5) All NEW Prospects, start the quoting Process on Prospect-Side using a “pre-filled” template.

  • Receiving & working with the rating results.

  • 7) Complete the Activity


Company screens agency codes

Company Screens-Agency Codes


Layout of real time interface screen

Layout of Real Time Interface Screen


Transformation station user interface

Transformation StationUser Interface

.


Account update wizard

Account Update Wizard

.

  • Select the Real-Time Butterfly

  • Click HOUSE or click FILE then click Account Update Wizard

  • Sets up new carriers’ transactions that are available.

  • Assign ICO code to map to where agency code is stored.

  • If not run, reminders at 30, 60 and at 90 days you are turned off until you run it.


Account update wizard enter ico code that points to agency codes

Account Update WizardEnter ICO Code that points to Agency Codes


Local security products user ids and passwords

Local Security ProductsUser IDs and Passwords

.

  • Select the Real-Time Butterfly

    • Click HOUSE or click File then select Local Security Products.

  • Users can re-set and maintain their own IDs and Passwords.

    • Select Carrier Product then click EDIT

    • Enter ID & Password

    • Finish


Local security products each user enters userid password

Local Security ProductsEach user enters userID & password


Idna formerly webdna

iDNA (Formerly WebDNA)

iDNA-ChangingUserCredentials“FROM ONE DESKTOP”1-Manage all Products by lines and states.2-Manage all User’s credentials quick & easy.3-Manage the Products each User can quote & service.4-Quickly disable employee if no longer employed.


Real time rating

Real Time Rating

Real Time Policy Inquiry

3 Carrier quoting Using Transformation Station

Billing Inquiry


Rating results screen

Rating Results Screen


Attachments

Attachments


Activity is automatically created

Activity is Automatically Created


Create pre fills for all lines

Create Pre-fills for All Lines

Creating Pre-fills to use when quoting a Prospect or adding a second line to an existing customer

This will save time and reduce errors.


Alerts

Alerts

By default, ALERTS have the same activity code as in TAM. In order to assign a different activity code to an ALERT code, select the activity code, and then in the ‘Code’ dropdown, change the code to the one to which it should be assigned.


Claims download

New!!!!

Claims Download


What gets downloaded

What gets downloaded?

  • Claims Download will populate the Claims Summary screen in TAM.


Claim download transaction types

Claim Download Transaction Types

  • Payment Transactions

  • Adjustor Assignments

  • Claim Status Updates – Closing a Claim

  • Claim Number Assignments

  • Reserve Changes


Claims detail

Claims Detail


Resources

Resources

www.appliedsystems.com


Transformation station installation guide

Transformation StationInstallation Guide

  • Here's the direct link to our portal to retrieve guides. (updated monthly around the 10th)

  • http://appliedsystems.com/2007/Interface/CarriersTransactions.aspx

  • Requests to turn on Real-Time for a carrier can be sent to: [email protected]

  • If you want more carriers to come on board,

  • TELL YOUR CARRIER REPRESENTATIVE


Contact

Contact

During the setup, maintenance, transaction and inquiry processes, anytime you experience an error or an issue, please contact Applied Systems Support:

Applied Systems (Mon-Fri) 7:30amCST to 7:00pmCST—800-999-6512. System will verify agency phone number, then prompt agent for the following:

Press 5 for FORMS support. (Use this for Acord forms, BOP/Pckg Conversion and setting up “pre-fills”)

Press 4 for Communication/Interface support (All other questions for sending apps. & inquiries, setup. Etc.)


Real time interface agency setup maintenance security workflow tricks tips

Thank You!


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