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Real Time Inquiries for Servicing PL/CL Accounts using Transformation Station

Real Time Inquiries for Servicing PL/CL Accounts using Transformation Station Dave Willey Carrier Relationship Manager Dwilley@appliedsystems.com. Objectives for this session. Checking Reference guides from within TAM. Cover Real Time Interface Screen layout.

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Real Time Inquiries for Servicing PL/CL Accounts using Transformation Station

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  1. Real Time Inquiries for Servicing PL/CL Accounts using Transformation Station Dave Willey Carrier Relationship Manager Dwilley@appliedsystems.com

  2. 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 run inquiries. Real Time Summary Screen layout & purpose. How to work with returned info and attachments. Covering Activities generated from each transaction.

  3. 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

  4. 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.

  5. 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

  6. 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

  7. Real-Time Interface Agency RequestCarrier 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

  8. 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

  9. 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

  10. Company Screens-Agency Codes

  11. Layout of Real Time Interface Screen

  12. Transformation StationUser Interface .

  13. 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.

  14. Account Update WizardEnter ICO Code that points to Agency Codes

  15. 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

  16. Local Security ProductsEach user enters userID & password

  17. Alerts • Click on the blue house in the Real Time Interface to access Alerts! options.

  18. Alerts

  19. 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.

  20. Resources www.appliedsystems.com

  21. 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: tsrequests@appliedsystems.com • If you want more carriers to come on board, • TELL YOUR CARRIER REPRESENTATIVE

  22. 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.)

  23. Thank You!

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