© 2009 applied systems. confidential & proprietary real time commercial lines rating through...
TRANSCRIPT
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
• Real Time Commercial Lines Rating through Transformation Station
Dave WilleyCarrier Relationship Manager
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Objectives for this session
Checking Reference guides from within TAM.
Cover Real Time Interface Screen layout.
Local Security Products maintenance.
How to re-market existing customers by using Future apps to eliminate errors.
Package to BOP conversion for Package rewrites.
Creating pre-fill templates for each line to quote from Prospect.
BOP to Package conversion after Prospect is quoted and sold.
How to quote one carrier or multiple carriers.
Real Time Summary Screen layout & purpose.
How to work with returned info and attachments.
Covering Activities generated from each transaction.
Using Move Policy Utility to re-align polices.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Applied Systems Epic
The Agency Manager
The Agency Manager – Vision
DORIS Online
Insurance Management Solutions
Applied Systems Insurance Solutions are used by
11,000+ Agencies and over 130,000 Agency
Personnel
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
The agency must be on FIBM support.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
The Benefits of Real-Time Interface
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Commercial Lines Rating, Bridges and
Submissions BOP Workers’ Compensation Commercial Auto General Liability Property Insured & Location Schedule Submit Vehicle Schedule Submit
Transformation Station Capabilities
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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 Capabilities
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Learn the Seven Steps of TS
1) 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.
6) Receiving & working with the rating results.
7) Complete the Activity
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Company Screens-Agency Codes
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Layout of Real Time Interface Screen
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Transformation StationUser Interface
.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Account Update WizardEnter ICO Code that points to Agency Codes
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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 EDITEnter ID & Password
Finish
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Local Security ProductsEach user enters userID & password
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Transformation Station Installation 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
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.)
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Thank You!