Perform the following commands (i.e., transactions) using the Real-Time Interface screen.
You can also perform select Real-Time transactions from the Policies screen, without accessing the Real-Time Interface. Use the link labels in the eServicing ribbon to perform a Policy Inquiry, Claim Inquiry, Billing Inquiry, or Company Website transaction. The transactions available depend on the issuing company’s configuration and the transactions it supports. Use the Launch Real-Time button in the Market Appetite panel to perform a Rate transaction with any carrier that supports Real-Time rating and the selected line of business.
Command |
What it does |
Command Options |
Account View* |
Access a summary view of an insured's entire account on a carrier's site. It is similar to Policy Inquiry, Billing Inquiry, and Claim Inquiry but provides a more general view that includes policy, billing, and claim information. |
N/A |
Claim Inquiry |
Obtain claim information |
Evaluation Dates: Defaults to today’s date. Can be changed to obtain claim information during a certain period. |
Company Website |
Access a company website automatically without having to open another program. Note that it is no longer necessary to locate a client before accessing this option. If a carrier offers the Company Website command and has been configured for this command by running an Account Update, a Website Access link label displays in the Phone Numbers/Website section of the Account tab, providing access to the carrier website. Company Website sessions can be run for multiple companies simultaneously. |
N/A |
Endorsements* |
Bridge policy information to a carrier for an endorsement |
Details: Assign an endorsement type (Optional) and an effective date of the endorsement. |
Loss Run* |
Obtain a Loss Run from a carrier |
Evaluation Dates: Defaults to today’s date. Can be changed to obtain Loss Run information during a certain period. |
Make Payment* |
Bridge to carrier website to report a payment on a policy |
N/A |
Order MVR |
Order an MVR through the America Driving Record using Ivans |
Details: Select drivers to order the MVR. Drivers must be selected before continuing with the transaction. |
Policy Inquiry* |
Get policy information |
Evaluation Dates: Defaults to today’s date. Can be changed to obtain policy information during a certain period. |
Policy Submission Request |
Send the full detail of an application to the company. |
Details: Choosing a Policy Submission workflow that sends a policy to a carrier in a submission workflow ensures that your management system tracks the work appropriately and shows a more generic submission response from the carrier without the expectation of updated premiums. |
Premium Finance |
Obtain a quote from premium finance vendor set up in your system |
N/A |
Rate |
Obtain a rate from a carrier (with the option to ISSUE if offered by the carrier) |
N/A |
Rate Manager |
See Rate Manager |
|
Reverse Alerts! |
See Reverse Alerts! |
N/A |
Quote |
Obtain comparative quotes from third-party vendors that are set up in your system. |
N/A |
* ICO-specific commands, meaning the Company Code assigned to a product must match the issuing company of a policy for the command to show up in the Command dropdown list.
Command |
What it does |
Command Options |
Claims Inquiry* |
Obtain claim information |
Evaluation Dates: Defaults to today’s date. Can be changed to obtain claim information during a certain period. |
Company Website |
Access a company website automatically without having to open another program. |
N/A |
First Notice of Loss - Auto* |
Report an Auto First Notice of Loss to a carrier |
Evaluation Dates: Defaults to today’s date. Can be changed to report First Notice of Loss during a certain period. |
First Notice of Loss - Liability* |
Report a Liability First Notice of Loss to a carrier |
Evaluation Dates: Defaults to today’s date. Can be changed to report First Notice of Loss during a certain period. |
First Notice of Loss - Property* |
Report a Property First Notice of Loss to a carrier |
Evaluation Dates: Defaults to today’s date. Can be changed to report First Notice of Loss during a certain period. |
First Notice of Loss - Workers' Compensation* |
Report a Workers' Compensation First Notice of Loss to a carrier |
Evaluation Dates: Defaults to today’s date. Can be changed to report First Notice of Loss during a certain period. |
* ICO-specific commands, meaning the Company Code assigned to a product must match the issuing company of a policy for the command to show up in the Command dropdown list.