Reverse Alerts!

You can respond to an eDoc & Message from your insurer using Reverse Alerts! so that sensitive policy information can be exchanged in a secure and reliable manner. Contact TSrequests@appliedsystems.com to request that Reverse Alerts! be activated on your account. Then, run Account Update to set up the appropriate company codes for each Reverse Alert product.

To send a Reverse Alert!:

1. Click the Real-Time button on the options bar. The Real-Time Interface screen displays.
   
   Note: Real-Time functionality is available for Marketed policies.

2. Select the Policies radio button.

3. Select Reverse Alerts! from the Commands dropdown.

4. Change the policies and/or columns that display in the list if necessary.

   1. Click the Select Columns link label on the right side of the header.
   2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
   3. Columns display in the order in which they are listed. To reorder the columns, click on a column and then click the up arrow or down arrow to change its position.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.
   1. Click the word Policies in the view filter.  

    

   A list of choices displays:

   • All Except Marketed
   • Current/Renewed
   • Expired/History
   • Marketed
   • Marketed (History)

   2. Click on the appropriate selection.

   To narrow the list of policies, use the search bar above the list to specify the policies that you want to see.

    

   

    

   These are the choices in the first dropdown menu:

   1. • Policy Number
      • Policy Description
      • Line Description
      • Line Type
      • Policy Effective
      • Policy Expiration
      • ICO
      • Category
      • Option
      • Type of Business

   The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

   1. • Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.

      • Contains: Enter at least one character of the search criterion (e.g., part of the description or claim number) in the field to the right. Click Find.

      • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

   To see the filter that is currently applied to the list, hover over the Search where text.

   You can apply multiple filters if necessary.

   1. 1. To apply multiple filters to the list, do one of the following:
      1. • Click the Edit Filter button . 
         • Press [Ctrl] + E.
      2. The Edit Filter pop-up window displays.
         
         Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   1. 3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
      4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
      5. Click Finish when you have applied all of your desired filters.
         
         To exit the dialog without applying any filters, click Cancel.

5. Choose the policy or line for which you need to send a Reverse Alert!.
   
   Note: The Real-Time Interface screen displays the policy, line, Carrier Submission, or claim you have open when you access Real-Time from the Policies or Claims areas.

6. Highlight the applicable issuing company in the Available Carriers list.

7. You can change the default company contract number or IBC code for your session if necessary (if the company has multiple contract numbers or IBC codes configured).

   1. Click the IBC Codes link label in the Policies header.

   2. The Available Codes window displays all ICOs available on the client’s policies and any IBC codes set up for them. Select a company code, and then select the IBC code in the list.

   3. Repeat the previous step until you have made all necessary IBC code changes.

   4. Click OK to save your changes, or Cancel to discard them.

    

   1. Click the Contracts link label in the Policies header.

   2. The Available Contract Numbers window displays the company codes for all companies selected in the Available Carriers list and any contract numbers set up for them. Select a company code, and then select the contract number in the list.

   3. Repeat the previous step until you have made all necessary contract number changes.

   4. Click OK to save your changes, or Cancel to discard them.

8. Click the Details link. The Reverse Alerts! Detail pop-up displays.

9. Select a Reverse Alert! type from the Type dropdown.

10. If desired, add a message in the Note field.

11. Click the Finish button on the Reverse Alerts! Detail pop-up.

12. On the Real-Time Interface screen, click Go.

13. The Real-Time Transactions Results screen displays once the transaction has finished processing. Review any information on the screen.

14. Click Finish to accept the results when you are done or Cancel to exit without further action.