NexCenter User Guide. Version 3.1 Doc v

Transcription

1 NexCenter User Guide Version 3.1 Doc v

2 The copyright in this work is vested in Brovada Technologies Inc. and the document is issued in confidence for the purpose only for which it is supplied. It must not be reproduced in whole or in part or used for tendering or manufacturing purposes except under an agreement, or with the consent in writing, of Brovada and then only on the condition that this notice is included in any such reproduction. No information as to the contents or subject matter of this document or any part thereof arising directly or indirectly there from shall be given orally or in writing or communicated in any manner whatsoever to any third party being an individual firm or company or any employee thereof without the prior consent in writing of Brovada Technologies. Copyright Brovada Technologies Inc. All rights reserved.

3 Contents NexCenter Overview... 5 Getting Started... 6 Launch Panel 6 Active Session View 7 Control Buttons 7 Message Banner 7 Tabs and Pop-up Tabs 8 Transaction Panel 8 NexCenter Icons NexCenter & NexConnect 8 Remember Me 9 Opening NexCenter Performing Simple Transactions Single Sign-On 11 Inquiries 12 Manual Endorsement 13 Processing Transactions with NexCenter and your BMS sigxp - Broker Management System 14 Power Broker - Broker Management System 17 CIM-Data - Broker Management System 19 WinTAM - Broker Management System 20 Deltek - Broker Management System 22 Name Dialogue Window 22 Processing the Policy Assisted vs. Unassisted 25 Completing the Policy 26 Logging Out of the Applications Advanced Features Manage Credentials 28 File Storage Viewer 28 Recording Module Getting Started 30 Opening NexCenter 30

4 Selecting Companies to be Displayed on your Launch Panel Record a Script Using NexCenter Recording 33 Recording a Script via Tools/Record Publishing Your Script to a Community Community Search 39 User Functionality for Completed Recorded Scripts FAQs Tech Support & Documentation LogMeIn Support Connection 45

5 NexCenter Overview Empowering brokers for growth NexCenter uses very advanced technologies and, while complying with both CSIO and ACORD standards, it empowers brokers to handle new business, renewals and policy change transactions for personal Automobile and Habitational insurance, as well as claims and billing inquiries - all with the single click of a button. Reduce errors caused by re-keying data. Reduce the learning curve associated with each Insurer s web portal. Realize productivity increases because of the efficient workflow. Simplify how your Brokerage handles information. NexCenter can connect to web services, faxing solutions, systems and HTTP/SSL technologies, which means that information can flow many directions easily. NexCenter invisibly moves data quickly; its power lies in the simplicity and productivity that it delivers.

6 Getting Started NexCenter is designed to efficiently transfer information from one system into another. The Launch Panel, Control Buttons, Message Banner, and Control Panel are key features which simplify this process. Launch Panel The Launch Panel is the primary reference page for NexCenter and provides access to available carriers and their transactions. Single sign-on and inquiries may be launched directly from this page.

7 Getting Started Active Session View Control buttons Message banner Control Buttons Play button You will see this button when NexCenter requires you to enter more information. After you have entered the required information, press Play and NexCenter will continue processing the required information. Stop button This button stops a function in NexCenter. When you press Stop, you will be prompted with a confirmation message. Select Yes or No to confirm. Camera button In addition to the Play and Stop icons, users will also see a Camera icon. This will allow you to take a manual screen shot of the screen. This information will then be sent and stored within the BMS or File Storage Viewer for future reference. This function will be active when NexCenter is in a paused state, and when the camera icon is enabled. Message Banner NexCenter will display messages in the banner at the top of the NexCenter screen. These messages will keep you informed of the information that NexCenter is processing, as well as give instructions on how to proceed through a transaction as needed.

8 Getting Started Tabs and Pop-up Tabs The tabs link to carrier sites that have been opened. You can access these pages by clicking on the tabs. The pop-up tabs open usually by clicking on a link\document from the original tab, and you may close these tabs by clicking the X on the upper right-hand corner of the tab when you are done reviewing the information. Transaction Panel The Transaction panel located at the middle of the screen, launches the carrier transactions which may be performed. The Transactions are divided by type: Sign-on, Inquiry and Submission. Click on the transaction link to initiate the request. NexCenter Icons NexCenter & NexConnect NexCenter icon - All users will see a NexCenter icon in the Windows system tray in the lower right-hand corner of their desktop. Right-clicking on the NexCenter icon will open the NexCenter menu which allows you to launch NexCenter launch panel to perform single sign-on and inquiries without your broker management system (BMS). NexConnect icon All WinTAM and sigxp (using the NexCenter integrator configuration) users will see an additional icon called NexConnect (with a blue arrow) in the Windows system tray in the lower right-hand corner of their desktop when you the launch the NexCenter. If you do not see the NexConnect icon, close down your NexCenter client and restart it.

9 Getting Started Remember Me Select Remember me if you do not want to have to type in your NexCenter credentials each time you launch NexCenter. If you want NexCenter to remember your NexCenter credentials each time you log back into NexCenter, you will need to close NexCenter by right-clicking the NexCenter icon in the system tray and selecting Exit. The next time you launch NexCenter it will not ask you for your NexCenter credentials to login. If you want NexCenter to forget your NexCenter credentials log out by right-clicking the NexCenter icon in the system tray and select Sign Out. The next time you launch NexCenter this will cause it to ask for your NexCenter credentials to log back in.

10 Opening NexCenter 1 From the Start Menu select: All Programs Brovada Technologies Nexisys Client Login Enter your NexCenter username and password. This will be provided by your network administrator. Click OK NOTE: The first time you login, you will be prompted to change your password. Enter your new password (minimum 6 characters) and then re-enter it in the confirmation box. Click OK to confirm the change. 10

11 Performing Simple Transactions You may perform simple transactions such as single sign-on and inquiries using NexCenter, without having to open your broker management system (BMS). Using the Single Sign-On feature of NexCenter allows you to access your carrier sites quickly without having to enter the site location or having to enter and re-enter your carrier passwords. To perform Single Sign-On and Inquiries you will launch these sites from your NexCenter launch panel. NOTE: If the launch panel is not opened, you may open it by right-clicking the NexCenter icon in your system tray and selecting Launch NexCenter. Single Sign-On To perform a single sign-on transaction click on the carrier portal that you want to access under the sign-on section. If you have not yet utilized NexCenter to access this carrier or have not added credentials for this carrier, you will be prompted to add them now: 11

12 Performing Simple Transactions Click on the Description field and select the Carrier you want to access. Then enter your carrier username and password and click OK to finalize the changes. After you have entered your carrier credentials you will then be routed to the carrier s site where you may complete your transaction. When you have completed your transaction on the carrier site, you will need to logout of the carrier site, and close the carrier tab in the NexCenter Launch Panel (by clicking the x in the top right-hand corner). Inquiries You may use NexCenter to perform inquiries on existing policies with carriers. This can be initiated from your BMS, or from the NexCenter Transaction Panel. From the Launch Panel, select the carrier that you want to perform an inquiry with. You will see a selection of available Inquiry types listed in the Transaction Panel. Enter the policy number that you want to perform an inquiry on and click on the type of inquiry you want to view. If you have not yet utilized NexCenter to access this carrier or have not added credentials for this carrier you will be prompted to add them now. Click on the Description field and select the Carrier you want to access. Then enter your carrier username and password and click OK to finalize the changes. 12

13 Performing Simple Transactions You will now be routed to the carrier site and to the inquiry tab for the policy which you want to view. You may review the policy by clicking through the policy tabs on the carrier site. When you have completed press the Play button in the top left hand corner to finish and to launch another transaction type. Manual Endorsement Some carriers allow you to make simple changes to existing policies without having to go through the entire policy process. Enter the policy number and select Endorsement under the Inquiry section. You may make changes by entering them manually on the carrier site. When you have completed your changes, press the Play button (if available) to exit your transaction for this carrier, or manually log out of the website and close it with the X at the top right hand corner. 13

14 Processing Transactions with NexCenter and your BMS You may perform transactions such as Inquiries, New Business and Endorsements from your client policy within your BMS. Performing transactions in this way reduces the amount of data re-entry and enables transactions to be processed faster. NexCenter automatically sends the policy number, and the type of policy to the transaction panel, reducing data re-entry and speeding up processing. CIM-Data - Broker Management System Launching NexCenter from CIM-Data (Inquiry) NexCenter has been implemented into the CIM-Data application allowing both applications to work together seamlessly. To run NexCenter, you simply need to highlight a policy within CIM-Data and follow a few simple steps. 1 Locate the policy in CIM-Data that you want to inquire about and select it. Under the function areas section you will notice a NexCenter button. Click this button to initiate the NexCenter interface window. On the NexCenter interface window, click on the Connect button to launch NexCenter Once on the Transaction menu, select the proper transaction from the Inquiry box. **Please note you cannot process any New Business or Endorsement by following the steps noted above** 14

15 Processing Transactions with NexCenter and your BMS Launching NexCenter from CIM-Data (New Business and Endorsement) 1 Locate the policy in CIM-Data that you want to process and click on it. Then click on the EDI policy button on the left menu. Under the EDI policy window, you will have a list of transactions created. Select the proper transaction and click on the NexCenter button on the bottom menu to open the NexCenter interface window. Once on the NexCenter interface window, click on the Upload button Once on the transaction panel, select the proper transaction under the submission box. Accessing Stored Policy Files within CIM-Data 1 To view attachments, go to the NexCenter interface window Click on Open Downloaded Images On the next screen, select the proper downloaded images and click on Open All Images or Open Selected Images 15

16 Processing Transactions with NexCenter and your BMS Deltek - Broker Management System Launching NexCenter from Deltek 1 Locate the policy in Deltek that you want to process and click on the Cies data to open NexCenter transaction panel. Once on the transaction panel, select the proper transaction. Accessing Stored Policy Files within Deltek 1 To access attachments, click on the yellow box beside the policy number field. Click on the proper attachment from the select window on the right. Then click on the Open button to view. Power Broker - Broker Management System If your version of Power Broker is prior to 4.0, ensure that all running sessions of Power Broker are closed before launching from NexCenter. Once you have logged into NexCenter, simply launch the Power Broker application as you normally would. A Power Broker login window will appear. Enter your Power Broker Login password. Launching NexCenter from Power Broker Locate the policy that you want to perform an inquiry on. 16

17 Processing Transactions with NexCenter and your BMS Open the policy you wish to upload to the policy screen, and then launch the policy by clicking on the NexCenter icon. NexCenter will now launch and bring you to the correct transaction panel for the carrier it detected. You can then select your transaction from the options listed and you will then be routed to the carrier s site where you may complete your transaction. NexCenter will input policy information from Power Broker into the carrier site for you. Power Broker Policy Change Process In order for NexCenter to assist with the uploading of policy changes to the carrier site, the following procedure must be followed. This will ensure that the file that is extracted from Power Broker contains the required information to enable a successful upload to the carrier site. Performing the changes as outlined below, will result in a reduction of the amount of data needed to be re-entered into the carrier site. Policy changes may be submitted for both Automobile and Habitational policies. 1 Locate the policy in Power Broker that you want to perform changes to. Click on the Forms button. Then, under Policy Change Forms, select the type of change that you want to perform; either Automobile or Habitational. 17

18 Processing Transactions with NexCenter and your BMS Input your changes, with comments, into the Policy Change Form. Once Finished, set Write changes to Database (Y/N) to Y Tab through the multiple print messages by clicking Proceed> Now that the policy change form has been processed and saved, with comments, you must go through the policy and verify that your complete endorsement has been saved. It is at this time that you should enter any remaining endorsement details. Once the policy has been found, launch policy by clicking the NexCenter icon. Once the NexCenter Launch Panel has opened, please confirm the carrier then select the Endorsement option from the left panel. After completing this process, NexCenter will guide you through the process of creating a realtime policy endorsement 18

19 Processing Transactions with NexCenter and your BMS sigxp - Broker Management System Launching NexCenter from sigxp The NexCenter Integrator will launch transactions from sigxp. NexCenter Integrator will allow the client to safely read your data from your SQL server database. This function is similar to other solutions such as Microsoft Excel or Crystal reports would do. To run NexCenter, you simply need to locate a policy within sigxp and follow a few simple steps. 1 From sigxp, open the customer information window. You can launch NexCenter from the customer information window or the View Policy window. Move your mouse cursor over the Policy # value and ctrl + right click. You will see the following menu appear. You will have two options. Launch NexCenter and View Policy Activity. 19

20 Processing Transactions with NexCenter and your BMS Accessing Stored Policy Files Using the View Policy Options Attachments will not be stored in the activity tab within sigxp when using the NexCenter Integrator for your transactions. NexCenter has a feature called File Storage Viewer to view all attachments. Please see below steps on how to access stored policy files of your transactions. 1 Once you ctrl + right click on the policy number. Select the View Policy Activity. You will now see the File Storage Viewer screen which will list all attachments (jpeg, xml and pdf) created by NexCenter. Please note the Search options on the left menu, Transaction Details, Policy Details, Primary Insured and Date Range.. Double click on the wanted attachment and the Details screen will open showing the attachment. WinTAM - Broker Management System You need to ensure that all running sessions of WinTAM are closed before launching NexCenter. Once you have logged into NexCenter, simply launch the WinTAM application as you normally would. A WinTAM login window will appear. Enter your WinTAM Login password. 20

21 Processing Transactions with NexCenter and your BMS Launching NexCenter from WinTAM 1 From WinTAM, locate the customer and open the Policy List Move your mouse cursor over the Policy # value and ctrl + right click. You will see the following menu appear. You will have two options. Launch NexCenter and View Policy Activity. Accessing Stored Policy Files Using the View Policy Options Attachments will not be stored in the activity tab within WinTam when using the NexCenter Integrator for your transactions. NexCenter has a feature called File Storage Viewer to view all attachments. Please see below steps on how to access stored policy files of your transactions. 1 Once you ctrl + right click on the policy number. Select the View Policy Activity. You will now see the File Storage Viewer screen which will list all attachments (jpeg, xml and pdf) created by NexCenter. Please note the Search options on the left menu, Transaction Details, Policy Details, Primary Insured and Date Range.. 21

22 Processing Transactions with NexCenter and your BMS Double click on the wanted attachment and the Details screen will open showing the attachment. Name Dialogue Window When performing New Business and Policy change transactions you may see a Name Dialogue Window, depending on your BMS. To ensure that the names are processed correctly, verify the name and address fields of each listing on the policy. To make changes to the COMPANY and COMPANY NAME fields: If the company field is checked and the client is not a company then uncheck the company field box. The company name will then be placed in the first and last name fields. If the client is a company, then check the company field box and make necessary changes to the company name. To make changes to the NAME field: Ensure that the first and last names are entered in their correct fields. If the first and last names are listed in the wrong fields, click on the Switch button to have them placed in the correct fields. If they are spelled incorrectly, click on the field and make the necessary changes. Multiple owners will often show together in the Primary field. Correct the name of the Primary and then add the other owner in the Co-Insured field. 22

23 Processing Transactions with NexCenter and your BMS To make changes to the CITY and PROVINCE fields: Ensure that only the City is listed in the City field. To change province if needed, click on the Province field and select it from the dropdown field. Once you have finished verifying information in the fields, click OK to continue. NexCenter will now contact the carrier site to begin transferring the data. 23

24 Processing the Policy Assisted vs. Unassisted You may notice the presence or absence of NexCenter pop-up windows during the transfer of information from the BMS to the carrier site. Some carriers may utilize the NexCenter pop-up windows to guide or assist users through the verification of information before it is passed to the carrier site. For other carriers, NexCenter may place all of the available information from the BMS to the carrier site first and then ask users to confirm the policy information. For example, AXA transactions are assisted by NexCenter. NexCenter will work through each of the policy tabs on the carrier s site for you, prompting you to enter and confirm information only when necessary. NexCenter will display important messages in the message banner. Remember to press the green Play button to continue processing the policy. NexCenter will also prompt you to confirm or enter missing information in the pop-up windows. After entering the required information, click OK to continue processing the policy. 24

25 Processing the policy RSA transactions are unassisted by NexCenter. This means that NexCenter will work through each of the policy tabs on the carrier s site for you, but will not prompt you for missing or incomplete information. When NexCenter has transferred all of the information from your BMS to the RSA site, you will then be able to finalize the policy by filling in any missing fields not populated. From this stage, the web service is navigated just as it would be if NexCenter had not been utilized. However, the major difference now is that most of the fields will already be completed, saving time in data re-entry. Completing the Policy After you have completed reviewing the policy, press the Play button in the top left hand corner. NexCenter will log off the carrier site for you. It is important to allow NexCenter to guide you through the uploading process and to enter information directly on the website only when prompted. Clicking outside of the NexCenter window may cause communication errors between NexCenter and the carrier s website. If you do select links outside of the NexCenter window remember to go back to NexCenter to resume the processing of your transaction. 25

26 Logging Out of the Applications There are a few ways to close NexCenter: Right-click the NexCenter icon in the system tray and select Exit. To resume NexCenter you can launch from your BMS or from start/programs/brovada technologies/nexcenter Client/Login but you will not need to log back in with your NexCenter credentials (provided you have enabled remember me ). Right-click the NexCenter icon in the system tray and select Sign Out. To resume NexCenter you can launch from your BMS or from start/programs/brovada technologies/nexcenter Client/Login and you will have to reenter your NexCenter credentials. If a transaction was cancelled (by selecting the Stop button), you may need to manually log off of the carrier site and close the active carrier tab by clicking the x in the upper right corner of window. You will then return to the Launch Panel where you may begin another transaction. NOTE: It is important to remember that only one session per carrier may be active at a time. Normally, NexCenter will prompt you to press the Play button in the upper left hand corner to close your active session and prepare for another one. 26

27 Advanced Features Manage Credentials Manage Credentials will help you to manage your insurer passwords. When your insurer access passwords have changed, you may update these changes in NexCenter. To add, edit or remove your credentials, click on the Tools menu on the Launch Panel and select Manage Credentials. Click on the Add New, Edit, Remove or Copy Passwords to Clipboard, buttons to perform your changes. Clicking OK will save your changes. Your new insurer credentials are automatically added when you log into the insurer s site with a new user id and password. You will be prompted to enter your new insurer credentials by NexCenter during your next transaction with that insurer s website and these will be stored in NexCenter. File Storage Viewer NexCenter may automatically take screen shots of policy transactions and store them for future reference. Also, by using the camera button, you may take additional screen shots, if your system administrator has activated this feature. For Power Broker, CIM-Data, and Deltek users, these shots and attachments will be stored within the BMS and the policy they are associated with. For other BMS, if your brokerage has chosen to save these files you may view them by accessing File Storage Viewer from the Tools menu on the Launch Panel. 27

28 Advanced Features Accessing File Storage Viewer To launch File Storage Viewer, click the Tools menu option and select File Storage Viewer. A search screen will appear. Performing Searches You will need to perform a search to bring up a transaction or a list of transactions to view. Input criteria to search by (i.e. policy #, date range) and click Search. A list of saved transactions will appear. To open a file, double click it. The list may be narrowed by searching by Policy Details, Primary Insured, or Date Range. Re-Indexing Indexing allows a user to search on their previous transactions. By re-indexing the transaction history, all of the previous transactions would be indexed and searchable. To re-index your transactions, select File and then select Re-Index from the drop-down list. To re-index, select Yes. Archiving Archiving files will help to speed up searches, as it reduces the amount space taken up by older files. Archived files are not lost; they are compressed and placed in a backup folder. They will no longer be searchable. You may want to archive if you have months of files which you will no longer need to review. To archive your files, select File and then select Archive from the drop down list. Select a date, and once you click OK, all items preceding that date will be archived. 28

29 Recording Module Recording option- Empowering brokers for growth Brovada NexCenter s Recording Module allows brokers to record their own transactions against any carrier s web portal and then use these transactions by processing them through NexCenter to automate the data flow from their broker management system. It empowers brokers to handle new business, inquiries, and policy change transactions for personal automobile and habitational insurance - all with the click of a button. Getting Started The NexCenter Recording Module is designed to efficiently allow agents to record their own transactions against insurer portals, allowing for transfer of information from their broker management system to the portal. The launch panel, control buttons, message banner, and control panel are key features that simplify this process. The Launch Panel is the primary reference page for NexCenter and provides access to available carriers and their transactions. Selecting any of these carrier links will open the transaction panel displaying currently available transactions. Opening NexCenter 1 From the Start Menu select: All Programs > Brovada Technologies > NexCenter Client > Login Enter your NexCenter username and password. Click OK 29

30 Selecting Companies to be Displayed on your Launch Panel From the NexCenter Launch Panel, navigate to Tools > Companies, and place a check mark next to the appropriate Companies in the selection list displayed, then click the save button in the lower right hand corner. This feature will allow you to display the appropriate carrier icons on the NexCenter Launch Panel for your brokers to access. The Launch Panel will now display the logos of the companies that you selected from the Companies screen. 30

31 Record a Script Using NexCenter Launch NexCenter from your BMS by selecting the NexCenter icon (TAM NexCenter is launched by maneuvering your mouse icon over the policy number and then hold down your ctrl button on your keyboard and at the same time right click on your mouse. This will bring up a label, at that time; select Launch NexCenter ). After launching NexCenter from the BMS, the transaction panel will be displayed with the selected features. The three features are Sign On, Inquiry and Submission. Sign on: this type of transaction is to sign you into the portal, NexCenter will remember your credentials. Inquiry : Lists the inquiries available, the ones that are highlighted in blue already have some written scripts. Submission : List of transactions that can be submitted through the carrier portal. In order to record a new script, select the appropriate transaction type by clicking on the magnifying glass, this will bring you to the Script set up Wizard. 31

32 Record a Script Using NexCenter When coming from the NexCenter transaction panel, the Script setup Wizard is already on Step 4 -Confirmation. The details are listed for this particular script. Select the Record button to start the Recording of the script through NexCenter. Before you can start writing the script you will see the client validation screen. This is simply to verify the information of the client. If the information matches, you can press OK. Recording During the recording of the script, there are 3 panels. The mapped fields panel (left), the Carrier portal panel (center) and data file panel (right). The author is required to enter a unique name for the current page that is displayed. Enter a unique screen name in the Enter Screen Name field. 32

33 Record a Script Using NexCenter Recording options include: (1) Capture screenshot, (2) Last screen for transaction. To complete this process, select the Continue button located in the right panel. Mapping the data The data file is now exposed in the right panel. This will allow you to start mapping the appropriate fields from the data file into the fields on the portal. Simply find the correct data in the right panel by maneuvering your mouse icon over the value and left click your mouse and drag & drop the selection to the appropriate field on the portal. Expanding the data file panel You can expand the data panel file by clicking on the right arrow. Notice the expansion: for example under the driver information. By selecting the down arrow symbol you will collapse the information Doing a search in the data file panel You can also do a search for information in the search box. Write the search criteria for example on this one marital status and then click on the looking glass icon. This will narrow your search and list everything under marital status Search list The list will now appear under one or many categories. You must expand each list to see all of the marital status data. Select the appropriate one and match to the correct portal field. 33

34 Record a Script Using NexCenter Format helper When mapping a data file value to a drop down (combo box) on the portal, NexCenter will display a format helper. The format helper allows the author to select the appropriate site value in the drop down to match up with the incoming value located in the left column of the NexCenter format helper. The author would match the site value in the right column with the incoming value in the left panel. If the format helper, is not shown, control/ shift on the line where you are recording. Mappings created in the left panel As the script is being built, you will notice that the left panel will display fields that have been mapped. The left panel refreshes every time the author maps a value from the data file to a particular field on the portal Multi-mappings for same node in the data file There are instances when the node can be mapped to more than one field on the portal i.e. postal code. Some sites have the postal code separated. When the author tries to complete more than one mapping for a node, NexCenter will display a popup confirming if the author wants to create a new mapping or replace the current mapping. In most cases, creating a new mapping will selected. 34

35 Record a Script Using NexCenter Undo mapping in the left panel To delete mappings in the left panel, maneuver mouse icon over the checkbox of the mapping that you want to delete and select the right click button on your mouse. Select the X from the menu that is displayed. The mapping is deleted Saving the script The author can navigate through the portal system mapping as many fields as possible per page. The author can save the script by selecting the Save icon located at the top left corner, and can add a remark to script if desired. Finish recording Selecting the X located in the top right of the screen will prompt the following message. The author can also create a new script by selecting Record from the Tools menu on the Launch Panel, if you select this route, you will have to complete all steps of the Script Setup Wizard. Selecting the magnifying glass icon from the Drop Down Module will skip the first 3 steps of the Script Setup Wizard. 35

36 Recording a Script via Tools/ Record You can also record a script directly from the NexCenter Launch Panel. This is applicable to Single Sign On And Inquiry scripts only. Select Tools then Record. This will bring you directly to the Script Set up Wizard. From the Script Set up Wizard, you will need to complete step 1- step 4 before recording a transaction. 1 Step 1: Company: Select which company you would like to record a transaction with. From the scroll down bar at the right, scroll down until you find the correct company. Once found, it should be highlighted in blue then you can press the Next button to bring you to step 2 Step 2: Web Link: Select the correct portal using the scroll down bar. Once you have selected the correct site the name and the website address fields will be populated with the corresponding information. If you do not find the portal on the scroll down list, you can enter the information. Name: Enter the name of the portal. Website address: enter the URL corresponding to the portal. You are now ready to click on next and it will bring you to Step 3. 36

37 Recording a Script via Tools/Record Step 3: Transaction Type: Select the required transaction type from the drop down box next to transaction type. Select the correct Policy type: Auto or Property. Select next and it will bring you to Step 4. Step 4 is simply a confirmation of the information selected in all steps. If the information is correct, you can proceed to record. Press the record button. 37

38 Publishing Your Script to a Community Community Search After your script is completed, select Community Search from the Tools menu on the Launch Panel. This will allow you to publish your completed script. Community Search The Community Search screen allows the administrator/author to search for scripts created by the author, brokerage and community (IBAO). There are a number of filters that can be used in searching for a script (Community, Company, System, Transaction, Line of Business, Risk Type and Region). There are a number of columns in Figure 26 that displays information regarding scripts that currently exist. 38

39 Publishing Your Script to a Community Publish completed script Highlight the script that was just completed from the grid. There are a number of columns in the grid displaying information about the script. The highlighted selection indicates that the script is not published. The script needs to be published in order to be activated by the moderator. Select the Publish button. The script can be published to a community that you belong to (IBAO). Before publishing your scripts, it is important to make sure that they are viable and complete. After selecting where you want to publish the script, select update. Once your script has been published to the correct community(ies), the moderator will verify the script and activate it for the community. Once activated, your brokerage will have access to the script. Moderator role: Each community will have a moderator. The moderator is responsible for verifying and activating the scripts for the community. 39

40 User Functionality for Completed Recorded Scripts Launching recorded scripts Launch NexCenter from your BMS by selecting the NexCenter icon (TAM NexCenter launched by maneuvering your mouse icon over the policy number and then hold down your ctrl button on your keyboard and at the same time right click on your mouse. This will bring up a label, at that time; select Launch NexCenter ) Transaction panel After the user selects the NexCenter integration button in the BMS, the NexCenter transaction panel is displayed. This Drop Down Module displays less information than what the author would see. The user does not see the magnifying glass icon and does not have the ability to record a new transaction. In this particular case the only transaction that is available for the user is the Assisted New Business script that was just created by the author. This script has a Nexpedite icon to the left of the Assisted label. To run the script, the user selects the blue Assisted hyperlink Playback of NexCenter script 40

41 User Functionality for Completed NexCenter Recorded Scripts During the playback of the NexCenter script. The user is displayed two panels ( Left Panel mappings and the right panel Carrier portal) compared to the author s three panels. The left displays the mappings for that particular page on the portal. Migrate data into fields on the portal The user can migrate the values in the left panel into the appropriate fields on the specific page on the portal by selecting the top orange arrow in the left panel. This will migrate all the data from the left panel into the web portal. The user can also move each specific data from the left panel individually by selecting the orange arrow located to the left of each value. In most cases the user will select the top arrow to migrate all the data in the left panel. This process would take place for every page in the portal that was scripted during the recording. It is necessary for the user to navigate through the portal. 41

42 FAQs NOTE: If you are still experiencing a problem after reviewing these tips, please contact your internal network administrator. I forgot my NexCenter password, how can I find out what it is? There is a NexCenter administrator at your brokerage. Your administrator can reset your password for you. I would like to change my NexCenter password, how can I do this? Login to the NexAdmin site ( with your NexCenter credentials. Once you are logged in you will see information about your account. Under the Credentials section, enter and confirm your new password, then click UPDATE to save the changes. I had to change my carrier credentials, NexCenter stores my carrier credentials but the credentials that are stored are no longer valid. How can I remove my old carrier credentials that NexCenter has for me? From the Launch Panel select tools and Manage Passwords. You will then be able to add, edit and remove your carrier credentials. See section I. 1. Manage Credentials. I m prompted to enter my NexCenter credentials and NexCenter will not accept my credentials. When the login pop-up window appears, a description is displayed above the username field. This description will tell you if you need to enter your NexCenter credentials or the carrier credentials. If the NexCenter session is already open, you will then only be prompted to enter the carrier credentials during transactions. When I start a transaction with NexCenter I get an error Unable to contact the carrier s portal. What does this mean? This can mean two things. Either your local internet connect is down or the carrier s website is not responding. To ensure that the carrier s website is operational please open internet explorer and manually connect to the carrier s website. When I start a NexCenter transaction I get a message unable to authenticate, what does this mean? When you first start a NexCenter session, NexCenter needs to verify your NexCenter credentials. In order for that to happen NexCenter will connect to the NexCenter server to verify this, if it is unable to connect to the server this message will appear. Simply try the transaction again. If the problem still exists make sure that your internet is operational. 42

43 FAQ How can I determine which version of NexCenter I m using? When a NexCenter session is open right click on the NexCenter icon and select About NexCenter and your NexCenter version will be displayed. How can I contact NexCenter support? A. Right click on the NexCenter icon in the icon tray and select Send Feedback or contact our support team at brovada ( ), option 2. How do I see what the latest features are in a NexCenter software update? Right click the NexCenter icon located in the icon tray and select View Release Notes. This will show the latest features that have been implemented into NexCenter as well as a current list of carriers supported by NexCenter. I was using NexCenter and had to switch to another application, how can I get back to the NexCenter? Double click on the red NexCenter icon located in the system tray (bottom right-hand corner) to return to your current NexCenter transaction. 43

44 Tech Support & Documentation If you require assistance with NexAdmin, NexCenter, or NexCenter client installation, please contact customer support: (506) Option #2 You may access NexCenter help documents, such as NexAdmin, Installation and NexCenter User Guides at the following link and select the Downloads tab: LogMeIn Support Connection When you contact the Brovada Technical Support Team, they have the ability to assist you directly on your computer and help you troubleshoot your issue. By using the Brovada Support Connection you will be brought to the LogMeIn Rescue Website. The Brovada Support Technician will supply you with a Pin Code that will allow him/her to connect to your computer in order to address your issue. For additional information about Brovada products, please visit 44