Real-Time Interface

The Real-Time Interface allows you to communicate and share data with insurance companies over the Internet. This means that you can run inquiries and conduct transactions in a matter of seconds.

To access the Real-Time, click the Real-Time Interface icon from a customer or prospect account or from the Policies or Claims list and select Real-Time Interface ([Ctrl]+R). If this is your first time accessing Real-Time, you will be guided through the Initial Account Setup Wizard.

The Real-Time Interface screen contains the following areas.

Menubar

The menubar contains the following options:

File

• Account Update Wizard: Each time new products are added to your system, use this tool to associate them with company codes. See Account Update Wizard.
• Real-Time Configuration: Modify security settings and codes per product, per command, per user, and per state. See Real-Time Configuration.
• Local Security Products: View a list of products configured for your system to require user-level security access, and edit the required credentials. See Local Security Products.
• LOB Codes Setup: Associate line of business codes entered in TAM with XML line of business codes sent by carriers. See LOB Codes Setup.
• Alerts!
• • Alerts! Codes Setup: Associate Alert! codes sent by carriers to activity codes existing in TAM. See Alerts! Setup.
  • Alerts! Suspense Activities: Assign Alerts! that have not been matched to a specific customer, policy, or claim and have been sent to Suspense. See Alerts! in Suspense.
• Exit: Close Real-Time.

Help

1. • Real-Time Interface on the Web
   • • Status Guide
     • • Personal Lines: View a complete list of personal lines transactions currently available in TAM for each carrier using Real-Time Interface.
       • Commercial Lines: View a complete list of commercial lines transactions currently available in TAM for each carrier using Real-Time Interface
     • Installation Guide: View the Applied Systems Real-Time Interface Installation Guide, which includes instructions specific to each carrier that has enabled Real-Time transactions.
     • Training Video
   • About Real-Time Interface

Account Tab

Account Information

The top left corner of the screen displays the contact information for the client whose account you were viewing when you launched Real-Time, as well as the line of business, issuing company, and effective/expiration dates for the row currently selected in the Policy List frame.

• To view information for a different line of business, highlight the appropriate row in the Policy List frame.
• Click the Company Websites button to view the Company Websites tab.

Inquiries/Transactions

This area lists all the actions currently available for the selected carrier and line of business. This list populates on transactions that are available for the line of business you choose.

Options link

The contents of the top right corner of the screen depend on your selections in the Policy List and Inquiries/Transactions frames. If you were running a rate, a list of available carriers might display here. If you were obtaining an MVR, a list of drivers associated with the selected account would display. If you were running an inquiry, you would be able to select the appropriate date range.

The Go! button above the Options frame enables you to transmit the information to the carrier(s) selected.

Policy List

A list of policies for the current account displays. To determine what policies the list contains, click the Current or Future radio button. You may also check Package to enable you to send information for multiple policies at the same time (some carriers do not allow this, and the carrier list will filter accordingly). To select multiple policies, you would press the [CTRL] key while clicking.

Admin Tab

When you click the Admin tab, the bottom half of the screen contains the following areas.

Clients

Here you can opt to view information for a different client.

1. Click the Customer or Prospect radio button.
2. Enter the appropriate code in the field below, or click the Client Code link label to search for the desired client. Click OK.
3. You are returned to the Account tab, which now displays information for the newly selected client.

Administrator

• Account Update Wizard: Each time new products are added to your system, use this tool to associate them with company codes. See Account Update Wizard.
• Real-Time Configuration Utility: Modify security settings and codes per product, per command, per user, and per state. See Real-Time Configuration.
• Local Security UI: View a list of products configured for your system to require user-level security access, and edit the required credentials. See Local Security Products.
• Reverse Alerts!: Click to download any new Alerts! received from carriers.
• Alerts! - Code Setup: Associate Alert! codes sent by carriers to activity codes existing in TAM. See Alerts! Setup.
• Alerts! - Suspense Files: Assign Alerts! that have not been matched to a specific customer, policy, or claim and have been sent to Suspense. See Alerts! in Suspense.
• LOB Code Setup: Associate line of business codes entered in TAM with XML line of business codes sent by carriers. See LOB Codes Setup.

Real-Time Interface on the Web

• Personal Lines Status Guide- View a complete list of personal lines transactions currently available in TAM for each carrier using Real-Time Interface.
• Commercial Lines Status Guide- View a complete list of commercial lines transactions currently available in TAM for each carrier using Real-Time Interface.
• Installation Guide- View the Applied Systems Real-Time Interface Installation Guide, which includes instructions specific to each carrier that has enabled Real-Time transactions.
• Training Video

Company Websites Tab

When you click the Company Websites tab, the bottom half of the screen contains a company code field and a list of companies. If you do not wish to scroll through the list of companies, enter the correct Company Code and press [Enter]. Double click a company to be taken to its website if available.