real time interface: agency setup, maintenance, security, & workflow tricks & tips

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY

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

Dave WilleyCarrier Relationship Manager [email protected]

mailto:[email protected]


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

Built into Epic from the start.

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


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 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



Inquiry Transactions Billing Policy Claims Loss Run

First Notice of Loss Auto Liability Property Workers’ Compensation

Other Transactions Endorsement Bridge Company Website Make Payment


© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY• 9

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

A secure connection to Real-Time Servers is made. The broker is

authenticated and the the data is edited for each carrier selected.

Real-Time Communication

The Agency Manager

Carrier 1

TAM-Vision

DORIS

Carrier 2

Carrier 3

Carrier 2

Carrier 3

Public Public

Session Manager

Authentication AuthenticationSession Manager

ROUTERAgentStation

AgentStation

AgentStation

Data TranslatorsWebEdits

Broker starts within their management system

IVANS Transformation Station



The Agency Manager

Carrier 1

Broker Management

System

DORIS

Carrier 2

Carrier 3

TAM-VisionCarrier 2

Carrier 3

AL3XMLOtherPublic Public

Session Manager


ROUTERAgentStation

AgentStation

AgentStation

WebEdits Data Translators

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.




The Agency Manager

Carrier 1

Broker Management

System

DORIS

Carrier 2

Carrier 3

TAM-VisionCarrier 2

Carrier 3

AL3XMLOtherPublic Public

Session Manager


ROUTERAgentStation

AgentStation

AgentStation

WebEdits Data Translators

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.

The multiple XML streams are merged into one and sent back to

the broker with the results displayed directly in their management system.



Total Download Carriers = 321 Total Real-Time Carriers = 123

Personal Lines Carriers = 96 Total Rating Unique Transactions = 144 Total Service Unique Transactions = 375PL Reference Guide Commercial Lines Carriers = 100 Total Rating Unique Transactions = 117 Total Service Unique Transactions = 355

• CL Reference Guide

Agency Interface Opportunities

http://us.appliedsystems.com/downloads/RealTimeRefGuidePL.pdf

http://us.appliedsystems.com/downloads/RealTimeRefGuideCL.pdf


Using Message Center to Inform Staff.


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


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

3 Carrier quoting Using Transformation Station

Real Time Policy Inquiry

Billing Inquiry


Rating Results Screen


Attachments


Activity is Automatically Created


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 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 interface: agency setup, maintenance, security, & workflow tricks & tips

Documents

carrier data

agency manager carrier

carrier transaction

tamvision carrier

tamvision doris carrier

agency setup

agency personnel

confidential proprietarymore