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November
15, 2008
Volume 4 Issue 11
In this issue:
PFS | Capital Payment Plan | EZLynx
 From
the Editor
In this issue of the newsletter we are going to focus
on three 3rd party integration partners: Premium Financing Specialists, Capital
Payment Plan, and EZLynx. Each of these is capable of importing Agency
Advantage data to make using their products quicker and easier. Learn
more in the articles below and find out if their services would be an
asset to your agency.
If you have a question or topic you would like
explained, a story to share, or just a quick useful tip, we'd love to
hear from you. Please send your responses to tina@agencyadvantage.com.
Tina Stewart
Editor
Premium
Financing Specialists (PFS)
If you use an outside premiums finance company,
consider Premium Financing Specialists. When you need a premium finance
quote, you can select the policies to be financed and automatically transfer
that information the PFS web site for a quote and preparation of the
finance agreement. For existing polices financed with PFS, account
status and payment info can be accessed with the click of a button.
When PFS is selected as the finance company and the
integration is installed, the PFS button will appear on the policy browse
and below the finance information of the policy.
For detailed
information on setup and using the PFS integration please take a look at
the support article.
Capital
Payment Plan (CPP)
Capital Payment Plan supports the NYAIP Rater.
Selecting this rater in the Agency Advantage will automatically enter the
Capital Payment Plan company under Insurance Company Setup with CP~ as
the Company Code. This allows you
to import rate and application data for policies written with the NYAIP.
When Capital Payment plan is selected as the finance
company, the CPP buttons will appear below the finance information of
that policy.
The button on the
left takes you to the account status. The button on the right (lock)
allows you to configure your account.
For information on Capital Payment Plan visit their website.
EZLynx
EZLynx integration moves information from Acord forms
80 and 90 in The Agency Advantage to EZLynx for real time rating.
After subscribing to EZLynx, let them know that you are
using The Agency Advantage and they will provide special software that
adds an EZLynx printer to your systems. Once that is installed, use The
Agency Advantage to complete either ACORD form 80 (Homeowner's
Application) or ACORD 90 (Personal Auto Application) and print it, choosing
the EZLynx printer.
This will automatically open the EZLynx website, log
you in and use the information from the ACORD forms to provide rates. If you write the account, the customer
and policy information will be downloaded into you Agency Advantage the
next morning.
Learn more about EZLynx here.
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