Program Setup Instructions

Size: px
Start display at page:

Download "Program Setup Instructions"

Transcription

1 Regional Settings: Program Setup Instructions 1. Click on 2. Click on 3. Click on (This should open up the Control Panel window ) 4. Double-click the icon named (Windows 95/98 users) or (Windows 2000/XP Users). This should open a window similar to the one shown below.

2 5. Click on the Date Tab 6. Click on the down arrow next to Short date format: and choose MM/dd/yyyy from the list. 7. Click on Apply Then click on OK Defaults and Save Locations: 1. Go to main menu of rater 2. Click on 3. Click on 4. You will see three tabs along the top. Click on Agency Info and fill out the screen:

3 5. Click on the File Locations tab on top. Here, you can set where you will store the auto rater quotes, finance applications, auto applications and MVRs. 6. DO NOT TYPE IN THE LOCATIONS. Click on to the right of each input line. A window similar to the one shown below should appear. 7. On the bottom right, choose the drive letter where you want to store your quotes. 8. Under directories, double click on the drive letter in the big box.

4 9. You will now see a list of the folders on that hard drive. You can either: A. Double click on the folder of your choice, or B. On the top box, type in the location where to store the quotes. Ex C:\quotes 10. Click OK when done. 11. REPEAT THESE STEPS FOR EACH OF THE INPUT LINES. Program Info Tab: NYPASS Access Details 1. Click on the Program Info tab on the top right. Your screen should look similar to the one below: 2. Next to NY Pass License #: enter your broker s license number without the BR. 3. Next to ProdLicOcc: enter 1 4. Next to NY Pass Password: enter the same password you use to logon to the NYPASS site. Acord/Upload Information 1. Call your internet provider and find out what your SMTP address is. This will allow you to send most of our forms via with the click of a button. This is not necessary for NYPASS Uploads. 2. Leave the Port as Enter your Account name if you have one for you server. MVR Lookup For the AR solution only, you can run mvrs after you do a quote. The program will run the mvrs and auto dump the violations in the fields and recalculate the quote. This is coming soon for our full rater versions. You can call United Software for an MVR Account. This is where you would enter your User Name, Account Number and Password.

5 MVR Defaults: 1. Go to the main menu 2. Click on. The MVR Searh menu should come up. 3. Click on SETUP OPTIONS. The MVR Options window should come up: 4. Enter your user name, account number and password. 5. Check the box if you want your default browser to be used when running an MVR. 6. On the bottom of this screen, you can choose where to store your mvrs. Click on the square box to the right of this line and follow the same steps as in the top of this page. 7. Click on the Close button

6 Finance Default Setup: Contract Setup: 1. Go to the main menu 2. Click on. This should bring up the Finance Menu: 3. Click on Setup Options. 4. Click on the Options tab. 5. Click on the tab marked Defaults. Your screen should now look like the one shown below:

7 6. Enter the fee you charge in the Other Fees field. Usually $40 7. Enter 15% using the drop down list next to Down Payment 8. Click on the 10 payments radio button Check Setup: 1. Click on the Check tab. Your screen should look like the one shown below: 2. You will see a box marked Left and a box marked Top. These are the numbers to set the alignment on the draft. You can make copies of the draft for testing. A setting of 0 for Left and 0 for Top usually works. Click on the Test print button and choose to print the draft only. Change the numbers until it aligns properly. 3. When you are finished aligning the draft, Click Exit, then Click No when asked if you want to save the application to return to the Finance Menu. Payments Inc. Web Site Setup: 1. Click on. The Make Payments window should come up:

8 2. Enter your user name and password for Payments Inc. 3. When you want to check on an account, go to this screen and click on the pushbutton on top. It will automatically launch the web site and log you in to check any accounts. 4. Click on the Exit button on the bottom of the page. Producer Info 1. From the Main Menu click on. This should bring up the Finance Menu: 2. Click on Setup Options.

9 3. Click on the Producer tab. Your screen should look similar to the one shown below: 4. Fill in your information and agent code provided by Payments Inc. 5. Click on Exit, then Click No when asked if you want to save the application to return to the Finance Menu.

10 MVR Search Instructions NOTE: You must be connected to the internet in order to run or retrieve an MVR Search. Please make sure you are connected to the internet before proceeding. Accessing The MVR Search Program: Step 1 - You can access the MVR Search program one of three ways: 1) If you have our Rating software you can click the button marked shown below). on the Main Menu. (This will open the menu 2) If you have the standalone MVR you can launch the menu by double-clicking on the MVR icon on your desktop. (This will open the menu shown below). NOTE: If You have already stored your login information, go to Step 8, otherwise follow Steps 3 through 7 below.

11 3) Click On Setup Options. This should open up an options screen similar to the one shown below: 4) Next to User Name enter the user name you selected when we set up your MVR account. 5) Next to Account # enter the account number we gave you when we set up your MVR account. 6) Next to Password enter the password we gave you when we set up your MVR account. 7) Verify that the information has been entered correctly and then click on Close. Running An MVR: 8) To run a New York MVR Search, click on Enter Multiple Searches Offline. This should bring up the MVR Runner screen similar to the one shown on the next page.

12 9) Enter the license number or numbers you would like to run a search on and hit enter after each one. If you are entering multiple license numbers they should appear in a list as shown below. 10) Once you have entered all of the license numbers that you wish to run a search on, click Run MVRs. The MVR Lookup screen will come up and check to see if the license number(s) that you wish to run have been run before. If they have a message will pop up similar to the one shown below:

13 11) If you wish to use the existing MVR, click on Yes, if you wish to run the MVR again click on No. The program will then display the results of the search in a window similar to the one shown below: 12) To view an MVR you can either double-click it or click on it once and then click View Selected. 13) To print one MVR click on it once and then click Print Selected. To print all of the MVRs clock on Print All.

14 14) To one MVR click on the MVR and then click Selected. To all of the MVRs click on All. 15) To save the MVRs as a group click on Save. To return to the MVR Search Menu click on Close. Running MVRs for different state or VIN/PLATE search: 16) To run a search for a different state, or to run a VIN/PLATE search, repeat steps 1 and 2 from the beginning of this help file. This should bring you to the MVR Search menu (shown below). 17) Click on Connect to Login Screen. This should launch your Internet Browser, such as Internet Explorer or Netscape Navigator, and take you to the MVR Main Menu (shown below).

15 18) To run a VIN/PLATE search click on New York M.V. Registration. You should see a screen similar to the one shown below: 19) To search by VIN enter the VIN of the vehicle and click on Order. 20) To search by Plate Number, click on VIN Number and choose Plate Number from the list that drops down. Then enter the Plate Number and click on Order. 21) To run a New Jersey MVR click on New Jersey MVR History on the MVR Main Menu. You should see a screen similar to the one shown below: 22) Enter the License# and click on Order. Leave Quote Back blank as this is only used by larger Insurance Companies. The system will run the MVR and display a result similar to the one shown below:

16 To Retrieve an MVR Search Run Within The Past 90 Days: 1) From the Main Menu (shown below) click on Report Menu.

17 2) The Account Statement Screen will be displayed (shown below). Choose the date range (Under show transactions for) and Order (Under Sort By) in which to display the transactions and then click on Submit.

18 How to Give an Auto Quote 1) While in the main menu click on the button. 2) The Qualifying Questions window should pop up (shown below). Fill in all the information required and click continue.

19 3) You should now be in the Liability and Physical Damage screen (shown below). 4) Click on the Zip Code button. Enter the applicant s zip code, then click OK (this will put in the proper territory). 5) Under Year use the down arrow to choose the year of the applicant s car. 6) Click on the Symbol button. The ISO Symbol Lookup window should appear (show below).

20 7) Use the down arrow to the right of Make to choose the make of the applicant s car. 8) Use the down arrow to the right of Model to choose the model of the applicant s car (if more than one of the same model exist refer to the VIN number for further assistance). 9) Click OK. If the Windsor and/or GMAC Symbol Lookup windows popup click Cancel on them. You should now be returned to the Liability and Physical Damage screen. 10) Use the down arrow by the Age button in order to select the applicant s age. 11) Use the down arrow near the Years of Experience to select the years of driving experience the applicant has. 12) For Gender, Mar Status, Defensive Drv, and Lic in NY check all boxes that apply to your applicant. 13) Click on the Points button and the Violations window will pop up (shown below). 14) Enter all your applicant s violations and conviction dates. When finished click OK.

21 15) If you have an Occasional driver enter their age by the Age button just like before and all the information is put in the same way as above. 16) Under Discounts check all boxes that apply. 17) When everything is filled in click Page Down. This should take you to the Coverages screen (shown below). 18) Click on the circles of all the coverages that apply to your applicant (use the down arrows for Comp. and Coll.). 19) Now you are ready to choose your company using the scroll bars next to the lists of companies, but remember our software does not give you the right to write with all these companies so only quote with those you have binding authority with.

22 20) Now click Page Down. This should take you to the Breakdown screen (shown below). 21) Review the breakdown of the quote then click Page Down when ready. This should take you to the Payment Options screen (shown below).

23 22) Now choose the payment option for your applicant (the new payment schedule will appear as you click). 23) You are now ready to save your quote by clicking the Save button and print using the Print button. 24) If you want to fill out an Auto application for this customer click on Transfer to Acord. Otherwise you can exit the program by clicking the X in the upper right corner or by clicking on the Main Menu button at the bottom of the screen.

24 1. Start the Rating Software. Download Instructions for Updates 2. In the lower right-hand corner of the main menu click on. A window should pop up similar to the one shown below: 3. Click on Download Update. A box will pop up prompting you to make sure you are connected to the Internet. Click on OK 4. The program will check to see if a more recent version of the software is available and ask if you want to download it: 5. If the date of the online copy is more recent than the date of your local file click Yes, otherwise click No and you will be returned to the main menu.

25 6. If you clicked Yes a window will pop up showing the progress of your download and how much time remains until the download is complete: 7. Once the download has completed a window will pop up similar to the one shown below: 8. Click on Unzip. The program files will begin unzipping and after a few seconds another window will pop up telling you the files were unzipped successfully. Click on OK. 9. This will launch you into the setup program. Follow the on-screen setup instructions to install the program. Click Finish when the program is done installing.

26 Database Server Or Standalone Update Instructions NOTE: Make sure that everyone is out of the database before updating the server. Also make sure you are connected to the internet. 1. Start the Rating Software. 2. In the lower right-hand corner of the main menu click on. A window should pop up similar to the one shown below: 3. Click on Go to download web page. A box will pop up prompting you to make sure you are connected to the Internet. Click on OK

27 4. You should be taken to the Software Download page. At the bottom of the page the upgrades to our software are listed. The screen should look similar to the one shown below: 5. To the right of Database Update click on Download Now. A box should pop up asking if you want to Open the file or Save to disk. Choose Save or Save to disk. 6. A window should pop up similar to the one shown below. Make sure that next to Save in: Desktop is displayed, then click on Save.

28 7. A window should pop up showing the progress of the download. Once the download is complete click on Close, then close any other open windows such as the download page. 8. Double click on the icon marked vers###db.exe on your desktop. It should look like a piece of paper with a folder in the middle: 9. Click on Unzip. You should see a message Unzipping.

29 10. A box will pop up saying file(s) unzipped successfully. Click on Ok. 11. A password box will appear. Enter the password that you entered during your original database installation and click OK. 12. The database utility menu should pop up. Click on Update Database.

30 13. On the update database screen make sure that server is selected and click on OK. 14. On the Update Database (Server) screen click on Start. 15. On the Step 1: Updating Server and(or) Client Programs. screen click on Continue. 16. On the Step 2: Backup Database files before updating. screen click on Continue to back up your database files.

31 17. On the Step 3: Updating database data files. screen click on Continue. (The screen will ask you to please wait while it updates, then Step 4 should appear. 18. On the Step 4: Udating Operation System. screen click on Continue. 19. On the Update completed! screen click on Finish. 20. Click on Exit on the Database Utility Menu.

Program Setup Instructions

Program Setup Instructions Regional Settings: Program Setup Instructions 1. Click on 2. Click on 3. Click on (This should open up the Control Panel window ) 4. Double-click the icon named (Windows 95/98 users) or (Windows 2000/XP

More information

Network Setup. Forms Setup Instructions. **Disregard this sheet if you have only one computer.** To create a folder on your network called GMCC Forms

Network Setup. Forms Setup Instructions. **Disregard this sheet if you have only one computer.** To create a folder on your network called GMCC Forms Goodville Mutual Casualty Company 625 West Main Street, P.O. Box 489 New Holland, PA 17557-0489 www.goodville.com Forms Setup Instructions Network Setup **Disregard this sheet if you have only one computer.**

More information

Download and Installation Instructions. Java JDK Software for Windows

Download and Installation Instructions. Java JDK Software for Windows Download and Installation Instructions for Java JDK Software for Windows Updated October, 2017 The CompuScholar Java Programming and Android Programming courses use the Java Development Kit (JDK) software.

More information

My PHLY Registration Process and User Guide

My PHLY Registration Process and User Guide Create a new My PHLY account: From the PHLY.com home page, select one of the following methods to begin the registration process: Hover over the Log In or Register section and click Register Result: The

More information

Creating a Quote. Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes

Creating a Quote. Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes Creating a Quote Creating a Quote Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes 2 Full Quotes 3 Full Quote 1. Click on the First InSite Enhanced

More information

Welcome...1. Through AccountConnect... 1 Through Ristken... 2 Session expiration... 2

Welcome...1. Through AccountConnect... 1 Through Ristken... 2 Session expiration... 2 Welcome...1 Accessing F&I Rate Track SM / PowerMenu TM / PowerTracking TM... 1 Through AccountConnect... 1 Through Ristken... 2 Session expiration... 2 Using F&I Rate Track SM within PowerMenu TM... 3

More information

My PHLY Registration Process and User Guide

My PHLY Registration Process and User Guide Create a new My PHLY account: From the PHLY.com home page, select one of the following methods to begin the registration process. Hover over the Log In or Register section and click Register. Or, click

More information

Legal Library. In this guide we will review how to download and use our Legal Library tool. Commercial Brokers Association May 2018

Legal Library. In this guide we will review how to download and use our Legal Library tool. Commercial Brokers Association May 2018 Legal Library In this guide we will review how to download and use our Legal Library tool Commercial Brokers Association May 2018 Downloading Legal Library The Legal Library provides both fast and easy

More information

Phly.com User Guide Insured Version

Phly.com User Guide Insured Version Please use the following index links to quickly access the information being looked for: My PHLY Registration My PHLY Home Auto Rental Add/Delete Vehicle(s) Claims Online Bill Pay Electronic Billing Instructions

More information

Click on a link below to navigate this document, or use bookmarks in Adobe.

Click on a link below to navigate this document, or use bookmarks in Adobe. Website Instructions Click on a link below to navigate this document, or use bookmarks in Adobe. Logging in and User Registration MyUSG Quoting Online with Westchester, A Chubb Company Quoting Online with

More information

Accounts.Net. Evolution, Inc. Time for a new direction. Agent s Guide to Internet Premium Finance Version 12 09

Accounts.Net. Evolution, Inc. Time for a new direction. Agent s Guide to Internet Premium Finance Version 12 09 Accounts.Net Agent s Guide to Internet Premium Finance Version 12 09 By Evolution, Inc. Progress through Change with Performance Time for a new direction Accounts.Net Agent s Guide to Internet Premium

More information

Submitting a Form 11 using the ROS Offline Application

Submitting a Form 11 using the ROS Offline Application Submitting a Form 11 using the ROS Offline Application To work on your Form 11 offline you must use the ROS Offline Application. Instructions on how to install the ROS Offline Application are available

More information

How to Create and Submit Title Filings Using the Florida Office of Insurance Regulation Filing System (IRFS)

How to Create and Submit Title Filings Using the Florida Office of Insurance Regulation Filing System (IRFS) The Florida Office of Insurance Regulation has launched the Insurance Regulation Filing System (IRFS) -- a new online application -- to replace the DCAM system. How to Create and Submit Title Filings Using

More information

Arrow Contract Management System. Electronic Tendering Guide

Arrow Contract Management System. Electronic Tendering Guide Arrow Contract Management System Electronic Tendering Guide CONTENTS 1. RECEIVING & VIEWING A TENDER INVITATION... 3 2. LOGGING INTO PROCON... 4 3. OBTAINING TENDER DOCUMENTS... 5 4. HOW TO RESPOND ELECTRONICALLY

More information

How to Create and Submit Title Filings Using the Florida Office of Insurance Regulation Filing System (IRFS)

How to Create and Submit Title Filings Using the Florida Office of Insurance Regulation Filing System (IRFS) The Florida Office of Insurance Regulation has launched the Insurance Regulation Filing System (IRFS) -- to replace the DCAM system. How to Create and Submit Title Filings Using the Florida Office of Insurance

More information

Partner Integration Portal (PIP) Installation Guide

Partner Integration Portal (PIP) Installation Guide Partner Integration Portal (PIP) Installation Guide Last Update: 12/3/13 Digital Gateway, Inc. All rights reserved Page 1 TABLE OF CONTENTS INSTALLING PARTNER INTEGRATION PORTAL (PIP)... 3 DOWNLOADING

More information

NOTE: Please have your IT staff add this information to their Safe List : Mail- and

NOTE: Please have your IT staff add this information to their Safe List : Mail- and It is important to us to be there when you need us! Our website now offers you the ability to view your policy information online anytime, from any computer with Internet access! You have been provided

More information

SIS offline. Getting Started

SIS offline. Getting Started SIS offline We highly recommend using Firefox version 3.0 or newer with the offline SIS. Internet Explorer is specifically not recommended because of its noncompliance with internet standards. Getting

More information

How to Enroll into Health Benefits via Employee Self Service: New Hire Event Employee Self Service (ESS):

How to Enroll into Health Benefits via Employee Self Service: New Hire Event Employee Self Service (ESS): Employee Self Service (ESS): Online New Hire Benefits Enrollment allows fast and convenient processing of your New Hire Benefits Enrollment elections through Employee Self Service (ESS). ESS is an online

More information

RLink360. Webinar Training

RLink360. Webinar Training RLink360 Webinar Training What s New 1 st Term Direct Billing Online credit card payments for direct billed policies PDF Documents can be accessed through the Documents tab Business Requests can now be

More information

DEALER RESOURCE CENTER TUTORIAL

DEALER RESOURCE CENTER TUTORIAL DEALER RESOURCE CENTER TUTORIAL Please review the General System Requirements and Navigation rules below before proceeding. System Requirements Internet Access is required; the faster, the better. It is

More information

REGISTRATION RANDOMIZATION USER S MANUAL v 2.1

REGISTRATION RANDOMIZATION USER S MANUAL v 2.1 REGISTRATION RANDOMIZATION USER S MANUAL v 2.1 Cancer Center Systems Management Office Table of Contents Minimum System Requirements... 3 Installation Instructions for the Remote Registration Application...

More information

IT Essentials v6.0 Windows 10 Software Labs

IT Essentials v6.0 Windows 10 Software Labs IT Essentials v6.0 Windows 10 Software Labs 5.2.1.7 Install Windows 10... 1 5.2.1.10 Check for Updates in Windows 10... 10 5.2.4.7 Create a Partition in Windows 10... 16 6.1.1.5 Task Manager in Windows

More information

Backup data from Management Tool... 1 Install i-vu CCN Standard Restore data from backup... 3 Access the startup screen...

Backup data from Management Tool... 1 Install i-vu CCN Standard Restore data from backup... 3 Access the startup screen... i-vu CCN Standard 4.2 Upgrade Guide from 4.0 CARRIER CORPORATION 2009 A member of the United Technologies Corporation family Stock symbol UTX Catalog No. 11-808-407-01 7/14/2009 Table of Contents Backup

More information

Flex Reg For Learning & Development and Wellness programs

Flex Reg For Learning & Development and Wellness programs Flex Reg For Learning & Development and Wellness programs Office of Human Resources 08/01/2014 Table of Contents General Information... 2 Logging In to Flex Reg... 3 Search Courses and Build Schedule...

More information

Gain Remote Access to Your Work Computer

Gain Remote Access to Your Work Computer Gain Remote Access to Your Work Computer It only takes 31 easy to follow steps. I used red arrows to point to reference buttons, text boxes, etc. on the pictures. Please read everything carefully. Please

More information

2. This will bring you to a new window asking what type of policy you are inserting. Personal Policies. Commercial Policies. All Other Policies

2. This will bring you to a new window asking what type of policy you are inserting. Personal Policies. Commercial Policies. All Other Policies How to Insert a New Client File To insert a new client file you can do this one of two ways. The first way is to manually insert the client file through Hawksoft. You would use this method if you are writing

More information

NC User Conference Tips and Tricks for SAS FM June 16, 2009

NC User Conference Tips and Tricks for SAS FM June 16, 2009 NC User Conference Tips and Tricks for SAS FM June 16, 2009 Reporting 1. CDA Formula (Formatted Statement): To switch out the cell reference for the hardcoded member or dim name, you can go into the formula

More information

worksmart!-mobile User Guide Version 3.5 worksmart!-mobile User Guide 1 Copyright 2005 Mobile Workforce, Inc.

worksmart!-mobile User Guide Version 3.5 worksmart!-mobile User Guide 1 Copyright 2005 Mobile Workforce, Inc. worksmart!-mobile User Guide 1 Copyright 2005 Mobile Workforce, Inc. Copyright Notice Mobile Workforce, Inc. has copyright ownership of the Mobile Workforce-workSmart! applications and other software related

More information

Adobe Dreamweaver CS5 Tutorial

Adobe Dreamweaver CS5 Tutorial Adobe Dreamweaver CS5 Tutorial GETTING STARTED This tutorial focuses on the basic steps involved in creating an attractive, functional website. In using this tutorial you will learn to design a site layout,

More information

QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL Voice: Fax:

QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL Voice: Fax: QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL. 33441 Voice: 800 940 6600 Fax: 800 940 3299 www.qqwebrater.com www.qqsolutions.com 1 Copyright Copyright 2010 QQ Solutions, Inc. QQ

More information

Nextiva Drive The Setup Process Mobility & Storage Option

Nextiva Drive The Setup Process Mobility & Storage Option Nextiva Drive The Setup Process The Setup Process Adding Users 1. Login to your account and click on the Account icon at the top of the page (this is only visible to the administrator). 2. Click Create

More information

New Jersey Department of the Treasury Division of Purchase and Property

New Jersey Department of the Treasury Division of Purchase and Property New Jersey Department of the Treasury Division of Purchase and Property Quick Reference Guide: Vendor Profile Management VENDOR FORMS Seller Administrator Rev. 3/4/18 Table of Contents 1. Purpose... 3

More information

Exporting CART Data and Uploading it to QualityNet

Exporting CART Data and Uploading it to QualityNet Once you have completed abstracting your cases into CART you will need to export the data and upload it into QualityNet. To do this, follow these instructions: 1) Enter User ID and password to log into

More information

Upload and Go! Tired of doing data entry? Save time and increase cash flow by submitting accounts in bulk upload. Upload and Go!

Upload and Go! Tired of doing data entry? Save time and increase cash flow by submitting accounts in bulk upload. Upload and Go! Tired of doing data entry? Save time and increase cash flow by submitting accounts in bulk upload. Step 1: TIP: Make sure the file, to be uploaded, does not have any blank lines above the header line or

More information

Quick Data Entry Guide

Quick Data Entry Guide Quick Data Entry Guide 1 Contributing to the V3P database (data entry) This quick data entry guide provides an overview of the data submission procedure to the V3P database. Before submitting data, please

More information

How to set up an Amazon Work Profile for Windows 8

How to set up an Amazon Work Profile for Windows 8 How to set up an Amazon Work Profile for Windows 8 Setting up a new profile for Windows 8 requires you to navigate some screens that may lead you to create the wrong type of account. By following this

More information

Client Portal User Guide

Client Portal User Guide Roesner Tax & Accounting, LLC Client Portal User Guide 1 P a g e Table of Contents Initial Set-Up... 3 Downloading Documents... 6 Email Notification Received Document has been uploaded... 6 Login to Portal

More information

Getting Started with ACS

Getting Started with ACS Getting Started with ACS Forward After installing the ACS software we recommend you read this manual to help you properly operate the system. Our mission at Applied Computer Solutions is to provide you

More information

Batch Eligibility Long Term Care claims

Batch Eligibility Long Term Care claims DXC Technology Provider Electronic Solutions software lets Connecticut Medical Assistance Program providers verify patient s eligibility and submit and correct claims for services all electronically. The

More information

Dealer Access Portal (DAP) Guide

Dealer Access Portal (DAP) Guide Dealer Access Portal (DAP) Guide Access to the Portal To Log into Axiom Admin Dealer Access Portal please enter www.scsautoexpress.com/scs.dap.axa/ into any web browser and enter your user name and password

More information

Quick Start Guide Skim first for content and, then, use as necessary

Quick Start Guide Skim first for content and, then, use as necessary Quick Start Guide Skim first for content and, then, use as necessary Big Picture: Not unlike accounting software, you need to enter certain information into Solo in order to perform COBRA administration.

More information

Quick Reference: Entering YourEncore Time & Expense (in iaccess)

Quick Reference: Entering YourEncore Time & Expense (in iaccess) Quick Reference: Entering YourEncore Time & Expense (in iaccess) The quickest way to get acquainted with logging into iaccess and submitting timesheets or expense reports is to view our instructional videos.

More information

NOTE: If your student is 18+, you do not need to give your consent and can skip ahead to page 6.

NOTE: If your student is 18+, you do not need to give your consent and can skip ahead to page 6. Updated 2/6/2015 PA R E N TA L I N V O LV E M E N T I N C L U D E S G R A N T I N G C O N S E N T F O R S T U D E N T S U N D E R 1 8 A N D E N T E R I N G F I N A N C I A L I N F O R M AT I O N F O R

More information

How to Navigate the AHIP Medicare Course. Subject Page #

How to Navigate the AHIP Medicare Course. Subject Page # How to Navigate the AHIP Medicare Course Table of Contents Subject Page # Introduction 2 AHIP Registration Process 3 AHIP Login Process 8 Course Parts 14 Final Exam 17 Certificate and Transmit Score to

More information

The Retail Agent Portal Experience

The Retail Agent Portal Experience Nexsure Training Manual - Client Portal The Retail Agent Portal Experience In This Chapter The Retail Agent Portal Experience The Retail Agent Portal Experience Once the retail agent contact receives the

More information

Alamo Ag Customer Service Interface Guide

Alamo Ag Customer Service Interface Guide Alamo Ag Customer Service Interface Guide - Rev 12/2014 2 Contents Logging On...4 Request Access 5 Opening Screen.6 What s New Screen.8 Edit Profile.10 E-Parts Look-up.12 Navigation Tree.14 Product Line/Printable

More information

Contents. CTP Web Direct Reference Guide v1.0 Page 1

Contents. CTP Web Direct Reference Guide v1.0 Page 1 Z. s t r e a mre f e r e n c egu i d e Z u r i c hco mp u l s o r yt h i r dp a r t yi n s u r a n c e Contents Login... 3 Login and password... 3 Terms and Conditions... 5 Workbench... 7 My workbench...

More information

Tenmast Quick Start Guide

Tenmast Quick Start Guide Subject: The Handheld Meter-Reading Process Taking utility meter readings with a handheld computer in WinTen is a five-step process. In addition to these five steps, you may also wish to run reports on

More information

Getting Started with Office 365

Getting Started with Office 365 Getting Started with Office 365 First Steps Welcome to Office 365! Create a Desktop Shortcut to the Office 365 Website 1. Right-click your desktop and choose New Shortcut 2. In the table below, copy the

More information

Principal Contract Administration

Principal Contract Administration Principal Contract Administration User Reference Guide Phone: 360-848-7922 Email: dealerservices@principalwarrantycorp.com www.principalwarrantycorp.com User Reference Guide User Guide Table of Contents

More information

umapps Using umapps 6/14/2017 Brought to you by: umtech & The Center for Teaching & Learning

umapps Using umapps 6/14/2017 Brought to you by: umtech & The Center for Teaching & Learning umapps Using umapps Center for Teaching and Learning (CTL) 100 Administration Bldg., Memphis, TN 38152 Phone: 901.678.8888 Email: itstrainers@memphis.edu Center for Teaching and Learning Website 6/14/2017

More information

4.0 Automated and Manual Data Update Instructions for Industry Databases & Coverage Maps

4.0 Automated and Manual Data Update Instructions for Industry Databases & Coverage Maps 4.0 Automated and Manual Data Update Instructions for Industry Databases & Coverage Maps Installing Program Updates Periodically, BIAfn makes improvements to the MEDIA Access Pro program. When this occurs,

More information

Stewart Title Guaranty Company

Stewart Title Guaranty Company Stewart Title Guaranty Company Landtech provides built-in integration with Stewart Title Guaranty Company s web based underwriter service. This enables you to access their web based service from within

More information

How to Create and Submit Data Filings Using the Florida Office of Insurance Regulation Filing System (IRFS)

How to Create and Submit Data Filings Using the Florida Office of Insurance Regulation Filing System (IRFS) The Florida Office of Insurance Regulation has launched the Insurance Regulation Filing System (IRFS) -- a new online application -- to replace the DCAM system. How to Create and Submit Data Filings Using

More information

I.A.M. National Pension Fund Remittance Report Software

I.A.M. National Pension Fund Remittance Report Software I.A.M. National Pension Fund Remittance Report Software The USER S GUIDE INTRODUCTION The I.A.M. National Pension Fund Remittance Report Software version 2.0 (IAMNPF RR Software) is a program created to

More information

WebPrint Quick Start User Guide

WebPrint Quick Start User Guide WebPrint Quick Start User Guide Getting Started Accessing Print Center Navigate your Web browser to Print Center Log in page. If you do not have an acocunt, you will need to create a new User account.

More information

FRONTLINE INSURANCE PORTAL USER GUIDE. Summer 2017, Version 1.0

FRONTLINE INSURANCE PORTAL USER GUIDE. Summer 2017, Version 1.0 FRONTLINE INSURANCE PORTAL USER GUIDE Summer 2017, Version 1.0 TABLE OF CONTENTS Click on the sections below to go directly to the section you d like. General 03 User Guide: Tips & Tricks 04 Quick Start

More information

Perch Documentation. U of M - Department of Computer Science. Written as a COMP 3040 Assignment by Cameron McKay, Marko Kalic, Riley Draward

Perch Documentation. U of M - Department of Computer Science. Written as a COMP 3040 Assignment by Cameron McKay, Marko Kalic, Riley Draward Perch Documentation U of M - Department of Computer Science Written as a COMP 3040 Assignment by Cameron McKay, Marko Kalic, Riley Draward 1 TABLE OF CONTENTS Introduction to Perch History of Perch ---------------------------------------------

More information

San Jacinto College. Secure SSL VPN Instruction Manual. Contents

San Jacinto College. Secure SSL VPN Instruction Manual. Contents 1 San Jacinto College Secure SSL VPN Instruction Manual The new Secure SSL VPN provides a more secure and convenient method of accessing San Jacinto College resources remotely. This document provides an

More information

Using Lloyd s Direct Reporting. User Guide

Using Lloyd s Direct Reporting. User Guide Using Lloyd s Direct Reporting User Guide AUGUST 2013 2 Contents CONTENTS 2 LLOYD S DIRECT REPORTING 3 ABOUT THIS SERVICE 3 FURTHER HELP AND SUPPORT 3 USER GUIDE 4 ACCESSING LLOYD S DIRECT REPORTING 4

More information

QQSolutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL Voice: Fax:

QQSolutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL Voice: Fax: QQSolutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL. 33441 Voice: 800 940 6600 Fax: 800 940 3299 www.qqwebrater.com www.qqsolutions.com 1 Copyright Copyright 2015 QQSolutions, Inc. QQSolutions,

More information

UPLOAD GUIDE. Easily upload submission data from your agency management system

UPLOAD GUIDE. Easily upload submission data from your agency management system UPLOAD GUIDE Easily upload submission data from your agency management system Welcome to Upload with Snap Quickly and easily upload submission data from your agency management system directly into Snap

More information

PO Processor Installation and Configuration Guide

PO Processor Installation and Configuration Guide PO Processor Installation and Configuration Guide Revised: 06/06/2014 2014 Digital Gateway, Inc. - All rights reserved Page 1 Table of Contents OVERVIEW... 3 HOW TO INSTALL PO PROCESSOR... 3 PO PROCESSOR

More information

HealthConnect User Guide

HealthConnect User Guide HealthConnect User Guide HealthConnect Quoting For Tri-State Area medical quotes, BenefitMall proudly offers HealthConnect to provide you with accurate efficient quotes. To access HealthConnect, login

More information

QuickQuote Algoma Hardwoods, Inc. Internet Estimating System Quick Start Guide

QuickQuote Algoma Hardwoods, Inc. Internet Estimating System Quick Start Guide More than a name it s a standard. Established in 1892. 1001 Perry Street Algoma, WI 54201 (920) 487-5221 (920) 487-3636 Fax sales@algomahardwoods.com QuickQuote Algoma Hardwoods, Inc. Internet Estimating

More information

Vendor/Seller: How to Access & Respond to a Bid Solicitation

Vendor/Seller: How to Access & Respond to a Bid Solicitation Vendor/Seller: How to Access & Respond to a Bid Solicitation Table of Contents How to Access a Bid Solicitation with ebuyone Login... 3 How to Access a Bid Solicitation without ebuyone Login... 7 How to

More information

... 4 Free Signup File Cabinet Selection Access Files & Folders Edit Files & Folders View Files Edit Index Fields

... 4 Free Signup File Cabinet Selection Access Files & Folders Edit Files & Folders View Files Edit Index Fields Dokmee Mobile Table of Contents Getting Started Login... 4 Free Signup... 5 File Cabinet Selection... 6 Access Files & Folders... 7 Edit Files & Folders... 8 View Files... 10 Edit Index Fields... 12 Email

More information

Alberta Personal Property Registry Electronic System (APPRES) Search User Guide

Alberta Personal Property Registry Electronic System (APPRES) Search User Guide Alberta Personal Property Registry Electronic System (APPRES) Search User Guide Please note: The material in this package was prepared by PPR business support staff and is intended to assist users with

More information

Welcome to AISUS.com online Quoting for Farmers Mutual Insurance Company!

Welcome to AISUS.com online Quoting for Farmers Mutual Insurance Company! Welcome to AISUS.com online Quoting for Farmers Mutual Insurance Company! Here you will find some information to guide you through your initial login, agency setup, agent setup, first quote, binder, application,

More information

pplication Producer User Guide Information & Network Technology Errors & Omissions Information & Network Technology BUSINESS INSURANCE TECHNOLOGY

pplication Producer User Guide Information & Network Technology Errors & Omissions Information & Network Technology BUSINESS INSURANCE TECHNOLOGY BUSINESS INSURANCE TECHNOLOGY pplication Information & Network Technology Errors & Omissions Information & Network Technology Producer User Producer Guide User Guide Table of Contents I. Introduction..

More information

Disabled American Veterans Membership System User Manual for Members

Disabled American Veterans Membership System User Manual for Members Disabled American Veterans Membership System User Manual for Members Disabled American Veterans 2 2/9/2012 Table of Contents Contents Basic Web Application Usage... 4 Member Login... 8 Change Password...

More information

Purchase and Setup instructions for SWVPS (Sept 15, 2014)

Purchase and Setup instructions for SWVPS (Sept 15, 2014) Purchase and Setup instructions for SWVPS (Sept 15, 2014) Our team recommends a Virtual Private Server (VPS) that works well for only $18.00 a month. Because trading in the market requires a platform that

More information

ADOBE DREAMWEAVER CS4 BASICS

ADOBE DREAMWEAVER CS4 BASICS ADOBE DREAMWEAVER CS4 BASICS Dreamweaver CS4 2 This tutorial focuses on the basic steps involved in creating an attractive, functional website. In using this tutorial you will learn to design a site layout,

More information

OAR (Online Assigned Risk) User Documentation Page 1

OAR (Online Assigned Risk) User Documentation Page 1 OAR (Online Assigned Risk) User Documentation Page 1 TABLE OF CONTENTS Overview... 2 OAR Menu Bar... 2 Home page... 2 How do I register as a new OAR user?... 3 How do I log in to OAR?... 3 Registration

More information

How to make a Work Profile for Windows 10

How to make a Work Profile for Windows 10 How to make a Work Profile for Windows 10 Setting up a new profile for Windows 10 requires you to navigate some screens that may lead you to create the wrong type of account. By following this guide, we

More information

Disabled American Veterans Membership System User Manual for National Service Officers and Transition Service Officers

Disabled American Veterans Membership System User Manual for National Service Officers and Transition Service Officers Disabled American Veterans Membership System User Manual for National Service Officers and Transition Service Officers Disabled American Veterans 2 12/21/2005 Table of Contents Basic Web Application Usage...

More information

Quick Reference Guide Community ServicePoint 5.X General Information

Quick Reference Guide Community ServicePoint 5.X General Information 1 Community ServicePoint 5.X General Information Logging on to ServicePoint Navigation Icons Navigation Tips 1 Double click the Internet Explorer icon on your desktop. 2 In the address bar, enter the following:

More information

TAP Overview & Workflow

TAP Overview & Workflow 855 Winding Brook Drive Glastonbury, CT 06033 1-800-243-3174 sales@travelinsured.com Travel Insured Agent Portal TAP Overview & Workflow NOTE: TAP is currently not available to Mac users. If you re installing

More information

I. Downloading Grades from the Grade Center

I. Downloading Grades from the Grade Center I. Downloading Grades from the Grade Center If you use the Blackboard Grade Center for grading, it is recommended that you download the data from the Grade Center into Excel to keep a backup copy for yourself.

More information

Intro to Aeries.Net July 12, Terms Used in Aeries.Net. 2. Logon to Aeries.Net

Intro to Aeries.Net July 12, Terms Used in Aeries.Net. 2. Logon to Aeries.Net Intro to Aeries.Net July 12, 2013 1. Terms Used in Aeries.Net 2. Logon to Aeries.Net 3. Aeries.Net Home Page Current Version of Aeries.Net Utilizing the Navigation Tree Accessing Programs From the Navigation

More information

How to Set up Transformation Station

How to Set up Transformation Station 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

More information

1) Installing Bluetooth software for Windows (A) Place installation CD into PC and setup should launch automatically.

1) Installing Bluetooth software for Windows (A) Place installation CD into PC and setup should launch automatically. 1) Installing Bluetooth software for Windows (A) Place installation CD into PC and setup should launch automatically. If setup does not launch, use Windows Explorer to navigate to the appropriate CD- ROM

More information

12. Entering Receiving Information in Banner Finance

12. Entering Receiving Information in Banner Finance 12. Entering Receiving Information in Banner Finance Overview A Receiving document is required for all Purchase Orders (PO) and Standing Orders (SO), for any dollar amount, as a confirmation that you have

More information

Lab - Create a Partition in Windows 8

Lab - Create a Partition in Windows 8 Lab - Create a Partition in Windows 8 Introduction In this lab, you will create a FAT32 formatted partition on a disk. You will convert the partition to NTFS. You will then identify the differences between

More information

CONTENTS... 1 OVERVIEW OF SIMNET...

CONTENTS... 1 OVERVIEW OF SIMNET... CONTENTS CONTENTS... 1 OVERVIEW OF SIMNET... 3 COMPUTER REQUIREMENTS... 3 OPTIMIZING YOUR COMPUTER TO RUN SIMNET ONLINE... 3 Changing Pop-Up Blocker Setting... 3 Changing Screen Resolution Settings...

More information

DocAve Content Shield v2.2 for SharePoint

DocAve Content Shield v2.2 for SharePoint DocAve Content Shield v2.2 for SharePoint User Guide For SharePoint 2007 Revision A Issued August 2012 1 Table of Contents Table of Contents... 2 About DocAve Content Shield for SharePoint... 4 Complementary

More information

INSTALLATION INSTRUCTIONS

INSTALLATION INSTRUCTIONS INSTALLATION INSTRUCTIONS The DPA program must be updated annually for tax, law, and system changes. We recommend that you always back up and/or copy the program s folder to another location prior to installation.

More information

INSIGHT Installation Instructions

INSIGHT Installation Instructions This is the New Icon that will appear on your computer screen after the INSIGHT v8.1 software is installed. IMPORTANT: These instructions pertain to version 8.1.29. INSIGHT v8.1.29 requires Windows 8,

More information

How to Get a Free Account

How to Get a Free  Account 1 How to Get a Free Email Account This is a free service. You will not be charged in any way to use this service. If you choose this option and signup you can get your email anywhere at home, work, on

More information

OAR (Online Assigned Risk) User Documentation Page 1

OAR (Online Assigned Risk) User Documentation Page 1 OAR (Online Assigned Risk) User Documentation Page 1 TABLE OF CONTENTS Overview...2 OAR Menu Bar...2 Home page... 2 How do I register as a new OAR user?...2 How do I log in to OAR?...2 Registration page...

More information

Request Policy Number from AgentNet

Request Policy Number from AgentNet Request Policy Number from AgentNet The purpose of this document is to provide information on how to get an AgentNet policy number from within FAST. Table of Contents Verify Products... 1 Request Policy

More information

Importing Merit Calendar to Outlook 2010

Importing Merit Calendar to Outlook 2010 Page 1 of 12 Importing Merit Calendar to Outlook 2010 Transferring your calendar from the Merit Mail system to your new Outlook Exchange account is a quick and easy process. There are only two steps to

More information

Select "Folder from the list that appears in the pop-up screen in the bottom right corner.

Select Folder from the list that appears in the pop-up screen in the bottom right corner. Notability is an app that allows you to take notes and annotate pdfs. It is an app that has very basic functionality and should not be used for submitting written assignments that require any type of formatting

More information

LearnMate Standalone Content. User Manual

LearnMate Standalone Content. User Manual LearnMate Standalone Content User Manual Catalog # 200018 Rev. C July 2005 Copyright 2005 intelitek Inc. LEARNMATE V3 STANDALONE USER MANUAL Catalog # 200018 Rev. C July 2005 Every effort has been made

More information

Enter your Appserv username and password to sign in to the Website

Enter your Appserv username and password to sign in to the Website Appserv Desktop Access Logging on from a Windows 10 Device Step 1. To sign in to the Appserv Desktop Access website, either enter the following address into the Microsoft Edge browser address bar, or click

More information

Appserv Internal Desktop Access Mac OS Device with Safari Browser. Enter your Appserv username and password to sign in to the Website

Appserv Internal Desktop Access Mac OS Device with Safari Browser. Enter your Appserv username and password to sign in to the Website Appserv Desktop Access Logging on from a Mac OS device Step 1. To sign in to the Appserv Desktop Access website, enter the following address into the Safari browser address bar. Please Note: This documentation

More information

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved. User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...

More information

ABOUT IAS CONNECT... 2 CONTRACT LOOKUP... 5 CLAIMS... 8 CANCELLATIONS ELECTRONIC PROCESSING... 14

ABOUT IAS CONNECT... 2 CONTRACT LOOKUP... 5 CLAIMS... 8 CANCELLATIONS ELECTRONIC PROCESSING... 14 TABLE OF CONTENTS ABOUT IAS CONNECT... 2 ACCESSING IAS CONNECT... 2 FUNCTIONALITY IN IAS CONNECT... 2 NAVIGATING IAS CONNECT... 3 GETTING ADDITIONAL HELP... 3 CONTRACT LOOKUP... 5 LOOKING UP A CONTRACT...

More information