Transcript Slide 1

• Real Time Inquiries for Servicing PL/CL Accounts
using Transformation Station
Dave Willey
Carrier Relationship Manager
[email protected]
© 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.
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.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
© 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
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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Real-Time Interface
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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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
© 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 “prefilled” 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 Station
User 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 Wizard
Enter ICO Code that points to Agency Codes
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Local Security Products
User 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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Local Security Products
Each user enters userID & password
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Alerts
•
Click on the blue
house in the Real
Time Interface to
access Alerts!
options.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Alerts
© 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.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Resources
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/Carrier
sTransactions.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
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
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!
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY