How to Set up Transformation Station

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1 How to Set up Transformation Station Transformation Station allows for the transfer of policy information directly into a company s website. The user name and password for the Company s website are stored in Partner XE and transferred along with the policy information. From within Partner XE you can launch Transformation Station which automatically logs the user into the Company s website and opens to the requested inquiry transaction. Partner XE / Transformation Station Activation To begin using the Transformation Station link in Partner XE, contact SIS Customer Service, service@sisware.com with the list of companies you would like to activate. (For a complete list of companies certified for use with Transformation Station, see the Certified Carriers list on the Resources page in PartnerNet ( NOTE: Travelers Insurance requires that the agency contact them directly to activate Transformation Station. IVANS will be contacted to activate the agency. When the activation is completed, a Customer Service analyst will contact the agency. Partner XE Admin Setup Sync Users In Administration mode, Transformation Station needs to align the users between Partner XE and Transformation Station, as well as setup any companies in Partner XE that have been certified through IVANS. Access to Admin (You must have Administrator permissions to perform this action) 1. Log into Partner XE Administration. You can access this program by selecting the Start Button 2. Click on All Programs 3. Select Partner XE 4. Finally, choose Partner XE Administration. a. If multiple Entities are present, click to select an Entity and Profile.

2 5. Then click on the Transformation Station Synchronize Users link in the Settings section. In the lower right corner, a Real Time Connect pop up box will appear. 6. When the Synchronize User task is complete, Partner XE will display a confirmation pop up box. Synchronize users will also need to be run any time a new user is added to Partner XE. Company Setup Each Company Group using Transformation Station will need to have a product listed on the Transformation Station tab. Each Company Group will need to have their IVANS Account information listed on the Download tab.

3 Add a Product 1. With the Entity still highlighted, click on Companies. 2. In the Select Company drop down, click Company Name to be set up for Transformation Station.

4 3. Click on the Transformation Station Tab in the lower section, which will bring the tab into focus.

5 4. Click the Add button and this will add a line under Products.

6 5. Click on the line for Products, and then click the drop down arrow to the select the Company Product. 6. Click the Save icon in the upper right to save the changes. The system will display a confirmation pop up box.

7 Delete a Product 1. To remove a Product from the Transformation Station tab in the Companies section, Highlight the Product name and click the delete button.

8 Make a Company Inactive 1. To make a company Inactive, you must first remove all Products from the Transformation Station tab. 2. Run an Account Update. In the case of a multiple entity agency, the Product will need to be removed from the Transformation Station tab in each entity. 3. An icon indicating the company is inactive will be present in the Primary Address panel.

9 Partner XE Setup Enable / Disable Transformation Station Transformation Station will need to be activated through User Preferences by each user. 1. On the Agency Desktop, click on My Desktop

10 2. Next, select User Preferences from the drop down menu.

11 3. Under the Other tab, check the box to Enable Transformation Station under the General Section.

12 4. Click the Save link to save the change and close the User Preference pop up box. (To inactivate Transformation Station, the Enable Transformation Station would need to be unchecked and saved.) Account Update Once Transformation Station is enabled, run an account update. This will update any new companies and any additional functions included for a company. An account update should run occasionally (possibly weekly) to update products and inquiries sent by IVANS. The Account Update feature may be run from the Agency Desktop, the Client Profile, and the Policy Summary. 1. From any of the starting points, click on Tools.

13 2. From the dropdown, select Transformation Station.

14 3. Select Account Update from the list of options. 4. When running an account update, the Real Time Connect pop up box will appear in the lower right corner. When the update is completed, the system will return focus to the starting point.

15 Edit User Information 1. From the Agency Desktop, click on Tools.

16 2. Select Transformation Station from the drop down list.

17 3. Select Edit User Information. 4. A pop up box will open and display the company products and their inquiries. As displayed below, multiple products may be selected at once to apply the same user name and password. The user may select a single product at a time to apply the user name and password.

18 5. Enter the company specific User Name, Password and then enter the password again in the Confirm Password field and click OK. The system will display a Real Time Connect pop up box in the lower right corner. When the process is complete, the focus will return to the Local Security Products. Another product may be selected or the user may click Close.

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