© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY • Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips. Dave Willey Carrier Relationship Manager [email protected]
Mar 28, 2015
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
• Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips.
Dave WilleyCarrier Relationship Manager [email protected]
© 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
Built into Epic from the start.
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
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
© 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
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
© 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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY• 10
Real-Time Communication
The Agency Manager
Carrier 1
Broker Management
System
DORIS
Carrier 2
Carrier 3
TAM-VisionCarrier 2
Carrier 3
AL3XMLOtherPublic Public
Session Manager
Authentication AuthenticationSession 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.
IVANS Transformation Station
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY• 11
Real-Time Communication
The Agency Manager
Carrier 1
Broker Management
System
DORIS
Carrier 2
Carrier 3
TAM-VisionCarrier 2
Carrier 3
AL3XMLOtherPublic Public
Session Manager
Authentication AuthenticationSession 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.
IVANS Transformation Station
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Using Message Center to Inform Staff.
© 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
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.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Real Time Rating
3 Carrier quoting Using Transformation Station
Real Time Policy Inquiry
Billing Inquiry
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Rating Results Screen
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Attachments
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Activity is Automatically Created
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Claims Download will populate the Claims Summary screen in TAM.
What gets downloaded?
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Payment Transactions
Adjustor Assignments
Claim Status Updates – Closing a Claim
Claim Number Assignments
Reserve Changes
Claim Download Transaction Types
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Claims Detail
© 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!