Broker Management System Integration

Broker Management System Integration enables you to upload quotes to your broker management system from Applied Rating Services.

Broker Management System

The Integration feature is accessed from Applied AutoRater and Applied PropertyRater after the quote has been processed from the Underwriting screen or from the Desktop Navigation screen.

Complete the following steps to send policy quotes to your Broker Management System.

1. From the Premium Summary screen, do the following:

1. Select a carrier by clicking on the carrier name on the Summary panel, or click on the carrier name in the list of carriers that display on the left side of the screen.

2. The Carrier Detail screen for the carrier selected displays with the details of the quote. Click on Integration on the options bar and select Save and Export to Broker Management System from the menu.

From the Desktop Navigation screen with a completed quote selected, do one of the following:

• Click Quote > Export to Broker Management System on the menubar.

• Click the Export to Broker Management System button beside the Quote Summary list.

• Right click on a completed quote in the Quote Summary list and select Export to Broker Management System from the dropdown menu.

2. The Rating Services Integration screen displays with a default setting to update the application in the Broker Management System, a default list of quote documents to be attached to the quote in the Broker Management System, and a default Attachment Filename to be used for the documents in the Broker Management System. If no changes need to be made, keep the default information.
• To change the default setting for updating the application in the Broker Management System, deselect/select the Update Application in Broker Management System checkbox.
• (Auto only) If there are modifications on the quote, the modified quote details default during integration. However, you have the option to integrate the original quote details to your Broker Management System. Select Original to integrate the original quoted details.
• To attach additional documents to the quote in the Broker Management System, complete the following steps:
1. Click the Select Document(s) button.
2. Select the document categories from the list in the Documents pane and check the checkbox next to the document(s) you wish to attach on the right side of the screen.
   
   Note: Checking any checkbox on the right side of the screen automatically checks the corresponding document category checkbox.
3. Click the Attach Selected Documents button to close this screen and have the selected document(s) display in the list within Rating Services Integration to be attached to the quote.

Note: To change the order of the documents, select a document in the list and use the arrow buttons to the left of the list to move a document up one, down one, to the top or to the bottom of the list.

• To have no documents attached to the quote in the Broker Management System, deselect the Attach Quote Documents checkbox.

3. Click Yes to start the integration. Continue the workflow in your Broker Management System.  
   

Broker Management System - Applied TAM

TAM Integration enables you to upload quotes to Applied TAM.

The TAM Integration feature is accessed from Applied AutoRater and Applied PropertyRater after the quote has been processed from the Underwriting screen or from the Desktop Navigation screen.

1. From the Premium Summary screen, do the following:

1. Select a carrier by clicking on the carrier name on the Summary panel, or click on the carrier name in the list of carriers that display on the left side of the screen.

2. The Carrier Detail screen for the carrier selected displays with the details of the quote. Click on Integration on the options bar and select Save and Export to Applied TAM from the menu.

From the Desktop Navigation screen with a completed quote selected, do one of the following:

• Click Quote > Export to Applied TAM on the menubar.

• Click the Export to Applied TAM  button beside the Quote Summary list.

• Right click on a completed quote in the Quote Summary list and select Export to Applied TAM from the dropdown menu.

2. The Rating Integration screen displays with a default setting to update the application in Applied TAM, a default list of quote documents to be attached to the quote in Applied TAM, and a default Attachment Filename to be used for the documents in Applied TAM. If no changes need to be made, keep the default information.
• To change the default setting for updating the application in Applied TAM, unselect/select the Update Application in Applied TAM checkbox.
• (Auto only) If there are modifications on the quote, the modified quote details default during integration. However, you have the option to integrate the original quote details to Applied TAM. Select Original to integrate the original quoted details.
• To attach additional documents to the quote in Applied TAM, complete the following steps:
1. Click the Select Document(s) button.
2. Select the document categories from the list in the Documents pane and check the checkbox next to the documents(s) you wish to attach on the right side of the screen.
   
   Note: Selecting a checkbox on the right side of the screen automatically selects the corresponding document category checkbox.
3. Click the Attach Selected Documents button to close this screen and have the selected document(s) display in the list within Rating Services Integration to be attached to the quote.

Note: To change the order of the documents, select a document in the list and use the arrow buttons to the left of the list to move a document up one, down one, to the top or to the bottom of the list.

• If you do not want any documents attached to the quote in Applied TAM, unselect the Attach Quote Documents checkbox.
• To change the description for the attachment click in the Description field, remove the existing name and enter the new description for the attachment.

3. Click Yes to start the integration.

4. If you are not already logged into Applied TAM, the Login screen displays. Enter your User code and Password and then click OK.

5. The AS Client Integration screen displays. Select a client or create a new client.
• Select an Existing Client
  1. Select Customer or Prospect.
  2. Select a client from the list.
     
     Note: To search for a client in the list, enter the client’s partial or whole Client Number.
  3. Click the Existing Client button.
• Create a New Client and Policy
  1. Select Customer or Prospect.
  2. Click the New Client button.
  3. The Additional Information screen displays. Enter the Policy Number if known
  4. Select the Billing Mode from the dropdown list.
  5. The Agency defaults to the first broker that displays in the list, and the Branch defaults to the first branch for the Agency that is selected. To change the broker and/or branch click the corresponding dropdown and select a different Agency or Branch from the list.
  6. Select a Producer from the dropdown list.
  7. Select a CSR from the dropdown list.
  8. Select a Policy Status, Policy Type, and Billing Company for the policy.
  9. Click OK.
  10. Click OK to the message that the client and policy information have been updated successfully.
6. Select a policy to replace or create a new policy.
   
   Note: If you created a new client the Create New Policy screen automatically displays after clicking Finish on the Add a Client Account screen.
• Select an Existing Policy
  1. Select a policy from the list.
  2. Click the Existing Policy button.
• Create a New Policy
  1. Click the New Policy button
  2. The next Policy Slot number defaults in the field. Enter a different number in the field if needed. Click OK.
  3. The Additional Information screen displays. Enter the Policy Number if known.
  4. Select the Billing Mode from the dropdown list.
  5. The Agency defaults to the first broker that displays in the list, and the Branch defaults to the first branch for the Agency that is selected. To change the broker and/or branch click the corresponding dropdown and select a different Agency or Branch from the list.
  6. Select a Producer from the dropdown list.
  7. Choose a CSR from the dropdown list.
  8. Select a Policy Status, Policy Type, and Billing Company for the policy.
  9. Click OK.
  10. The Client and Policy information have been updated successfully message displays. Click OK.
7. The Efiling – File Router screen displays if you selected to attach documents. A Category is required for each attachment(s).  Double click in the field for each document and select a Category from the menu, then click OK. Enter or revise any other information as needed. When you are finished, click the Attach Files button.
8. The Files have been attached successfully message displays. Click OK.
9. Return to Applied Rating Services when finished with the quote, and click Save on the options bar or File > Save on the menubar if the quote needs to be saved. Click File > Exit to exit the screen.

Broker Management System - Applied Epic

Epic Integration enables you to upload quotes to Applied Epic. To support integration in Applied Epic Browser, the Applied Desktop Connector must be installed from the Help > Connection Suite menu option.

Note: If you have Rating Services 2022 or older versions installed, integration to Applied Epic Browser Access is not supported. You must use the desktop version of Epic to upload quotes that start in Rating Services.

Access the Epic Integration feature from Applied AutoRater and Applied PropertyRater after the quote has been processed from the Underwriting screen or from the Desktop Navigation screen.

1. From the Premium Summary screen, do the following:

1. Select a carrier by clicking on the carrier name on the Summary panel, or click the carrier name in the list of carriers that display on the left side of the screen.

2. The Carrier Detail screen for the carrier selected displays with the details of the quote. Click Integration on the options bar and select Save and Export to Applied Epic from the menu.

From the Desktop Navigation screen with a completed quote selected, do one of the following:

• Click Quote > Export to Applied Epic on the menubar.

• Click the Export to Applied Epic button beside the Quote Summary list.

• Right click on a completed quote in the Quote Summary list and select Export to Applied Epic from the dropdown menu.

2. The Rating Integration screen displays with a default setting to update the application in Applied Epic, a default list of quote documents to be attached to the quote in Applied Epic and a default Attachment Filename to be used for the documents in Applied Epic. If no changes need to be made, keep the default information.
• To change the default setting for updating the application in Applied Epic, unselect/select the Update Application in Applied Epic checkbox.
• (Auto only) If there are modifications on the quote, the modified quote details default during integration. However, you have the option to integrate the original quote details to Applied Epic. Select Original to integrate the original quoted details.
• To attach additional documents to the quote in Applied Epic, complete the following steps:
1. Click the Select Document(s) button.
2. Select the document categories from the list in the Documents pane and select the checkbox next to the document(s) you want to attach on the right side of the screen.
   
   Note: Selecting a checkbox on the right side of the screen automatically selects the corresponding document category checkbox.
3. Click the Attach Selected Documents button to close this screen and view the selected document(s) to be attached to the quote in the list within Rating Services Integration.

Note: To change the order of the documents, select a document in the list and use the arrow buttons to the left of the list to move a document up one, down one, to the top or to the bottom of the list.

• If you do not want documents attached to the quote in Applied Epic, unselect the Attach Quote Documents checkbox.
• To change the filename for the attachment, click in the Attachment Filename field, remove the existing filename, and enter the new filename for the attachment.

3. Click Yes to start the integration.

4. If you are not already logged into Applied Epic, the Login screen displays. Enter your User code and Password and then click OK.
5. The Pushback screen displays. Select a client to import the policy to or create a new client.
• Select an Existing Client
  1. Select a client from the list.
     
     Note: if the desired client exists in Applied Epic but does not display in the list, use the Search Where fields to find the client.
  2. Click the Continue button.
• Create a New Client
  1. Click the Add button.
  2. The Add a Client Account screen displays. In the Type dropdown menu, select Insured or Prospect.
  3. Select the appropriate radio button:
  • Individual
    1. In the Primary Contact line, select a Prefix. Enter a First, Middle, and Last name. Select a Suffix if applicable. The Last name field is required.
    2. Add a second contact's information in the next row of fields if desired.
    3. Click the Generate Code button to generate an account name and lookup code automatically. You can change the name or code.
    4. Select the checkboxes that apply to this customer:
    • Agriculture
    • Benefits
    • Bonds
    • Commercial
    • Financial Services
    • Life & Health
    • Other
    • Personal

    5. Click in the large field in the Address/Phone Number section. Enter the Street, City, Province, Postal Code and County (if applicable) in the highlighted fields that display.
    6. Enter a Description for that address, or select a new Description from the dropdown list if needed.
    7. Enter a Site ID if applicable.
    8. In the Phone Number/Email section, select the Type of the phone number, enter the Phone Number, Ext (if applicable) and a Description for the phone number.
    9. Make the appropriate selection in the Permission dropdown list to indicate whether you have permission to call the client at the number entered: Did Not Obtain Permission, Obtained Permission, or Please Do Not Call.
    10. Enter the client's Email address and a Description for the email address.
    11. In the Structure section, select an Agency and Branch. These fields are outlined in red, indicating that they are required.
    12. Add Comments if needed.
    13. Click Finish or press [Enter] to complete the workflow.
        
        Note: Click Detail to add the rest of the client information.
  • Business
    1. Enter a Prefix, business Name, and Suffix. The Name field is outlined in red to indicate that it is required.
    2. Click the Generate Code button to automatically generate an account name and code. You can change the name or code if you wish.
    3. Enter the SIC code. To look it up, click the lookup button to the right of the field.  
    4. Enter the NAICS code. To look it up, click the lookup button to the right of the field.
    5. Enter the correct D-U-N-S.
    6. Select the checkboxes that apply to this customer:

    • Agriculture
    • Benefits
    • Bonds
    • Commercial
    • Financial Services
    • Life & Health
    • Other
    • Personal

    7. Click in the large field in the Address/Phone Number section. Enter the Street, City, Province, Postal Code and County (if applicable) in the highlighted fields that display.
    8. If needed, enter a Description for that address, or select a new Description from the dropdown list.
    9. Enter a Site ID if applicable.
    10. In the Phone Number/Email section, select the Type of the phone number, enter the Phone Number, Ext (if applicable) and a Description for the phone number.
    11. Make the appropriate selection in the Permission dropdown list to indicate whether you have permission to call the client at the number entered: Did Not Obtain Permission, Obtained Permission, or Please Do Not Call.
    12. Repeat steps x - xi to enter the Fax number.
    13. Enter the address of the company's Website.
        
        Note: To view the client's website from this screen, click the Internet button to the right of the Website field. The web site displays in your web browser.
    14. Enter the client's Email address and a Description for the email address.
    15. If the account has a primary contact, select a Prefix in the Primary Contact section, enter a First, Middle and Last name and select a Suffix if applicable.
    16. Select Business, Fax, Mobile, Other, or Residence from the dropdown list to indicate the contact's preferred means of communication, and enter a Number and Extension.
    17. Make the appropriate selection in the Permission dropdown list to indicate whether you have permission to get in touch with the primary contact by that means: Did Not Obtain Permission, Obtained Permission, or Please Do Not Call.
    18. Enter the contact's Email address.
        
        Note: To email the contact from this screen, click the Email button to the right of the email field. An email opens with that address in the To field.
    19. In the Structure section, select an Agency and Branch. These fields are outlined in red, indicating that they are required.
    20. Add Comments if needed.
    21. Click Finish or press [Enter] to complete adding the client.
        
        Note: Click Detail to add the rest of the client information.
  4. Click the Continue button.
6. Select a policy to replace or create a new policy.
   
   Note: If you created a new client, the Create New Policy automatically displays after you click Finish on the Add a Client Account screen.
• Select an Existing Policy
  1. Select a policy from the list.
  2. Click the Continue button.
• Create a New Policy
  1. Click the Add button
  2. The Create New Policy screen displays. In the Policy Detail section, specify whether this is a Prospective or Contracted policy by selecting the correct radio button.
  3. Select a policy Type in the dropdown menu.
  4. The Description, Effective Date, and Expiry Date default. You may amend these fields if necessary.
  5. Enter a Policy #, if known.
  6. Select the Source that compelled the client to contact you if needed.
  7. In the Structure section, the Agency, Branch, and Department that were selected when the client was added default. These cannot be changed.
  8. In the Line of Business section, select the correct Line.
  9. Select a Status from the dropdown list.
  10. The Issuing location defaults in based on the client's address. This field cannot be changed.
  11. Click the radio button to specify whether this policy will be Agency Bill or Direct Bill.
  12. Select the appropriate Profit center if one does not default.
  13. Choose an Issuing company if necessary.
  14. Select the correct Premium Payable type:
  • BR  Broker (External)
  • CA  Carrier
  • IN  Broker (Internal)
  15. Choose a Premium Payable if necessary.
  16. Click Finish or press [Enter] to finish adding the policy.

7. The Accept Transaction screen displays. Click the Route Attachment(s) button or double click the attachment to route the attachment(s) and then click the OK button. If you do not want to route the attachment(s), click the OK button and then click Yes on the Some attachments are still unrouted. Are you sure you want to exit? popup screen.
   
   Note: If no attachments display in the list on the Accept Transaction screen, click the Exit button.

8. The Import Complete message displays in a pop-up screen. Click OK.
9. Return to Applied Rating Services when you are finished with the quote, and click Save on the options bar or File > Save on the menubar if the quote needs to be saved.
10. Click File > Exit to exit the screen.