real time claims workflow using transformation station, including claims download and batch alerts...

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY

• Real Time Claims Workflow using Transformation Station, including Claims Download and Batch

ALERTS

Dave WilleyCarrier Relationship Manager

[email protected]

mailto:[email protected]


Objectives for this session

Checking Reference guides from within TAM.

Cover Real Time Interface Screen layout.

Local Security Products maintenance.

What's required to accurately submit FNOL and run Claims Inquiry.

Setup Claims Download and what screens get updated.

Setup Batch ALERTS for Claims and show Real Time benefits.

Real Time Summary Screen layout & purpose.

How to work with returned info and attachments.

Covering Activities generated from each transaction.


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


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.


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


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


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


Inquiry Transactions Billing Policy Claims Loss Run

First Notice of Loss Auto Liability Property Workers’ Compensation

Other Transactions Endorsement Bridge Company Website Make Payment

Transformation Station Capabilities


Agency Request Carrier Response The Agency/Broker transmits a “Request” for information from the carrier:

Policy Rate/Submission

Claim Submission

Policy, Billing or Claim Status Inquiry

The Carrier sends back an immediate “Response” containing: Detailed Answers - Premiums

Embedded Document

URL Location of answer

Real-Time Interface


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


Company Screens-Agency Codes


Layout of Real Time Interface Screen


Transformation StationUser Interface

.


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 WizardEnter ICO Code that points to Agency Codes


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


Local Security ProductsEach user enters userID & password


Alerts • Click on the blue

house in the Real Time Interface to access Alerts! options.


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


Claims Download will populate the Claims Summary screen in TAM.

What gets downloaded?


Payment Transactions

Adjustor Assignments

Claim Status Updates – Closing a Claim

Claim Number Assignments

Reserve Changes

Claim Download Transaction Types


Claims Detail

www.appliedsystems.com

Resources

http://www.appliedsystems.com/


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

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

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

mailto:[email protected]

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.)


Thank You!

real time claims workflow using transformation station, including claims download and batch alerts...

Documents

carrier transaction

carrier data

confidential proprietarymore

confidential proprietarylearn

confidential proprietary4how

agency personnel

real time claims workflow

real time benefits