Licenses

The Licenses area enables you to enter license information for issuing New York auto ID cards. It can also be used to enter a license for retrieving docs and recent payments and writing Sync activities into Applied TAM, Applied Vision, or Applied Epic.

In order to access this area, you must have View rights for Agency in the Level Setup section in CSR Detail or Producer detail. To use this feature, you must have Add, Edit, and/or Delete rights.

To access this area:

• From insured detail, click Home > System Admin > Licenses.
• From any other area of the program, click Home > System Admin > Licenses on the options bar or click System Admin > Licenses on the navigation panel.

To add a license, click Add and select a License Type. The remaining fields to be filled out vary, depending on your selection.

After you add a license type, you can test the sync.

New York Auto ID

New York auto ID license information is provided by the New York State Department of Motor Vehicles. If your organization is licensed to issue New York auto IDs, enter a Description, Private Key, License Number, and the Pass Phrase or PIN that were provided to you.

To obtain a license key, contact the Licensing Bureau via phone at 1-518-473-3207 or by email at ins-iies@dfs.ny.gov.

NY License Method Setup

If your agency has more than one New York Auto ID License configured, the NY License page in Setup allows you to choose your organization’s Default NY License method and whether you select licenses by Agency or Branch. Ensure you have configured all Licenses before you use the Setup option.

1. From the options bar, click Setup, then Edit.
2. To define a NY Auto ID License as your system default, select a license on the Default NY License dropdown menu.
3. Select Agency or Branch on the Select NY License by Agency or Branch? dropdown menu to define how you select configured NY Licenses during the Auto ID issuance process.

Once you have configured your Setup options, you need to update the NY License Method field in Agencies and/or Branches to assign a License.

Applied TAM Sync

• Description: Used to identify the license in the Licenses list; typically TAM Sync.
• Service URL: Site provided by Applied.
• License Key: It is no longer required to enter the License Key; this information is now hardcoded in the system.
• Default Activity Type: Enter an existing Applied TAM activity code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• TAMCentral Agency ID: Applies only to Applied TAMCloud agencies; can be obtained from Applied Support.
• User Name: Valid Applied TAM user code. Must be entered in all capital letters. When there is no servicing role assigned to an account, the activity syncs back to the employee specified here.
• Password: Password for the User Name entered above.
• Attachment Category: Select an Applied TAM attachment category to assign to Applied CSR24-generated attachments. You can configure additional Attachment Categories per Service Request in System Activities.

Applied Vision Sync

• Description: Used to identify the license in the Licenses list; typically Vision Sync.
• Service URL: Site provided by Applied.
• License Key: Vision Management System license number specific to your agency. This is provided by Applied VisionCloud.
• Default Activity Type: Activity code existing in Vision that will be used for activities synced from CSR24. This is optional.
• Vision Agency ID: Provided by Applied.
• User Name: Valid, active Vision user code. When there is no servicing role assigned to an account, the activity syncs back to the employee specified here.
• Password: Password for the User Name entered above.

Applied Epic Sync

• Description: Used to identify the license in the Licenses list; typically Epic Sync.
• Service URL: Site provided by Applied.
• Authentication Key: Information provided by Applied.
• Database: Information provided by Applied.
• Activity Type: Enter an existing Applied Epic activity code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• Employee Code: Valid employee code existing in Applied Epic. When there is no servicing role assigned to an account, the activity syncs back to the employee specified here.
• Attachment Folder: Select an Applied Epic attachment folder to assign to Applied CSR24-generated attachments. You can configure additional Attachment folders per Service Request in System Activities.

Secondary Epic Sync

• Description: Used to identify the license in the Licenses list; typically Secondary Epic Sync.
• Service URL: Site provided by Applied.
• Authentication Key: Information provided by Applied.
• Database: Information provided by Applied.
• Activity Type: Enter an existing Applied Epic Activity Code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• Employee Code: Valid employee code in Applied Epic. This employee defaults as the Who/Owner on activities for accounts with no servicing role assigned.
• Attachment Folder: Select an Applied Epic attachment folder to assign to Applied CSR24-generated attachments. You can configure additional Attachment folders per Service Request in System Activities.

Relay Sync

This license type is not applicable for U.S. agencies.

eQuote

This license type is not applicable for U.S. agencies.

Indio

• Description: Used to identify the license in the Licenses list; typically Indio.
• Service URL: Enter your Indio URL (for example, mybrokerage.useindio.com).
• Secret: Generated by Indio; can be obtained from Applied Support.
• Default: Select this checkbox to set this license as your default. If you only have one Indio license, the checkbox defaults selected.

Epic Policy Data Capture

• Description: Used to identify the license in the Licenses list; typically Epic Policy Data Capture.
• License Number: Provided by Indio.

SimplePIN

• Description: Used to identify the license in the Licenses list; typically SimplePIN.
• Service URL: Site provided by Applied.
• Secret: Generated by SimplePIN, can be obtained from Applied Customer Support.

Test a Sync

Use the Test feature to test the Applied CSR24. This allows you to resolve issues when setting up or resolving problems with CSR24 Sync and Mobile integration more quickly. If there is a problem with the license, the results for the test provide details on the issue.  

1. Click System Admin > Licenses on the navigation panel.
2. Click the Sync you want to test in the list.
3. Click the Test button.
4. If there is a problem with the license, the results for the test provide details on the issue.