Batch Transmissions

The Batch Transmissions options allow an agency to electronically transmit queued items to company(ies), as well as receive items from company(ies).

Transmit to IVANS

This option allows an agent to transmit queued forms to company(ies). The following describes the processes completed by Applied TAM after the transmission of the data.

1. From Home Base of The Agency Manager, click the Utilities button.

2. Expand the Company Interface treeview branch.

3. Expand the Batch Processing treeview branch.

4. Click Transmit to IVANS, then click the arrow to continue. 

5. Click OK to run.

Forms Received

• Creates a line on the Communication Log stating that the form was received.
• Places the form in a temporary file to await printing. (See Print Forms Received.)

Direct Bill Commission Reports Received

• Attempts to match the line item with the correct company, customer, and policy.
• Creates a line on the Communication Log stating that the item was received.
• Places items in the Suspense file to await verification and assignment. (See Commissions in Suspense.)

Policies Received

• Creates a line on the Communication Log stating the status of the policy downloaded.
• Updates the application or places the policy in Suspense. (See Download, Updating Policies through Download and Suspense File.)

eDocs & Messages Only Download

Only eDocs & Messages sent from your company(ies) are processed into your system from the IVANS mailbox. This allows for quicker processing because you do not have to wait for policies and claims to process as well.

1. Access Utilities.

2. Expand the Company Interface treeview.

3. Expand the Batch Processing treeview.

4. Click on eDocs & Messages Only Download.

5. Click the to continue. eDocs & Messages process from the IVANS mailbox.

Batch Update From Files

This option is for processing download files received from companies that do not use the IVANS/AT&T Global Network (AGNS). When this option is selected, the TAM software checks to see if any RECV-ACD.xxx (where xxx is the file number) files exist on the \APPS subdirectory. If these files exist, the policies stored in these files are updated, created, or moved to the Suspense file in the TAM. The procedures that TAM runs on these files are the same as the procedures for download files received through the Batch Transmissions option. (See Updating Policies through Download.) Some companies have developed programs for the agency to run that retrieve these files and place them in the appropriate directory with the name format listed above. Applied Systems does not support any software provided by the company. The company advises if these programs are available and how they should be installed. It is the company’s responsibility to follow this naming convention and process if they are not using the IVANS/AT&T Global Network (AGNS).

1. Access Utilities.
2. Expand the Company Interface treeview.
3. Expand the Batch Processing treeview.
4. Click on Batch Update From Files.
5. Click the to continue.
6. You are prompted with a message. Click OK to continue with BUFF or click Cancel to exit.
7. The Communication Log prints with files processed into your system. Click Print to print the Communication Log.
   
   Click Preview to view the Communication Log before printing.
   
   Click Cancel to exit without further action.
8. Review the Communication Log for any errors that occurred during the transmission.