Brokerage Company Download

Use Company Setup to enter information about Brokerage Companies with which you do business.

For a complete list of companies who download and have been certified to work with AMS360, click Carrier Partner List.

 

In download, Flood policies are considered personal lines. Therefore, a license for personal lines download is required to receive these policies.

This topic provides a general overview of the steps involved in downloading and includes links to other topics with additional information.

All types of Download (policy and company statement) require the following setups (for additional steps specific to a particular type of Download, see the topic for that Download type):

Your agency must be licensed for Download. The license is purchased from Vertafore and is applied by the Data Center or, for in-house agencies, passed to your system by the Data Center.

 

In download, Flood policies are considered personal lines. Therefore, a license for personal lines download is required to receive these policies.

For more information on purchasing a license, contact Vertafore Sales at 1-800-444-4813 or complete the Request Sales Contact form at www.vertafore.com/contact.

The company that sends you data via download will provide you with the information you need to complete the following sections of Company Setup.

Select the appropriate Download Type. For more information on download types, see the Billing Options section in Company Setup.

Most companies use plans, therefore it is important for a successful download to set up and assign the applicable plans to your company. For information on plan assignment, see the Plan Assignments section in Company Setup.

For additional information on setting up plans, see Company Plan Setup.

Set up the Writing companies for each Parent (Brokerage Company) with which you download and assign the appropriate NAIC codes. For more information on setting up writing companies, see the Writing Company section in Company Setup.

Set up the download Origination Addresses. Each Brokerage Company Origination Address must be unique. Download uses the Origination Machine Address of the Brokerage Company.

 

When receiving download for National Flood Insurance Program (NFIP), AMS360 only looks at Brokerage Companies to compare the NAIC Code for the writing company.

Complete the Download Option group and the Upload Option group in the Download Options section of Company Setup.

The company that sends you download data will provide you with the information you need to complete the following options in the System Configuration Options section of Agency Setup.

  • IVANS Machine Address (if you download via the IVANS Advantis Network)

  • Participant Code

  • Download Session Nightly Pickup

When your licensing and setup are complete, your company will begin sending download data.

For more information on these options, see the System Configuration Options section in Agency Setup.

After you have completed download setup, the company begins to send you transactions. The following sections define the process involved in picking up and processing the data.

If your agency uses IVANS or FTP Download AMS360 will attempt to pick up your download data nightly. If the pick up is successful you are notified via suspense (see note below) that your agency has received download transactions.

 

The employee(s) set up to log download suspense receive a new suspense when the file has been picked up and processed. (See the General section of the Employee Setup topic for more information on the Log Download Suspense option.)

If the suspense reads:

Suspense reads...

Then, do this...
Download session concluded. Please review Download Report for important messages.

Print and review the Session Log and Download Report for information about the processing of the file.
Store Transactions complete - Some transactions require manual customer/policy assignment.

This message means that AMS360 was not able to match all customers and policies. You must match these transactions using Customer/Policy Assignment.

Continue with the next step, Customer/Policy Assignment.

Reports may be incomplete if viewed or printed before completing Customer/Policy Assignment and processing these transactions.

When you are notified that a download file has been received and processed, you should always view or print the Session Log to confirm the file was received and processed successfully.

Occasionally, when the download file is merged into your database, AMS360 is not able to match the information with a customer or policy. In these cases you must review the unmatched transaction and assign it to the proper customer and policy. For more information on this process see the Customer/Policy Assignment topic.

When you are finished assigning customers and policies, select 360 Toolbox > Integration > Download > Process Transactions to merge the newly assigned customers and policies into your database.

After assigning customers and policies use Process Transactions to merge the newly assigned customers and policies into your database.

  1. From a center or data entry form that has a Toolbox menu, click 360 Toolbox > Integration > Download > Process Transactions. The following message appears with your agency name: Process Transactions has been scheduled to run for agency dlmain on the server.
  2. The message indicates that Process Transactions is pending. Click OK. The employee(s) set up to log download suspense receive a suspense when the file has been processed. (See the General section of the Employee Setup topic for more information on the Log Download Suspense option.)

    The suspense will include one of the following two messages:

If the suspense says...

then...
Download session concluded. Please review Download Report for important messages.

Print and review the Download Report for information about the processing of the file.
Store Transactions complete - Some transactions require manual customer/policy assignment.

Repeat Customer/Policy Assignment. There are additional customers and policies to be matched.

Reports may be incomplete if viewed or printed before completing Customer/Policy Assignment and processing these transactions.

When you have matched and merged all customers and policies in a download file, print the Download Detail Report. This report lists items that require further attention and may not have loaded completely. See Report - Download for more information.

Direct Bill Commission Statement download is the downloaded version of the paper direct bill commission statement (DBCS) you receive from your companies. In preparing the paper statements the company sends to you each month, their system generates data that can be transmitted electronically along with other downloaded items (personal lines policies, commercial lines policies) during your download pickup.

Features available when selecting Direct Bill Statements Modifiers and in Reconciling a Direct Bill Statement allow for matching the downloaded company transactions to an existing AMS360 transaction. The reconciliation task focuses on only the transactions that do not match between company and agency records.

DBCS Download is available from any carrier certified for DBCS download. Click Carrier Partner List for a list of carriers currently offering DBCS Download. For more information on purchasing a license for this feature, contact Vertafore Sales at 1-800-444-4813 or complete the Request Sales Contact form at www.vertafore.com/contact.

Once the license is activated, refer to Workflow: Process Direct Bill Statement Download Transactions for more information.

What's Next?

Do you need to print the Download Reports? See Report: Download, Report: Download Electronic Mail, Report: Download Session Log for more information.

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