Real Time Claims Workflow using Transformation Station, including Claims Download and Batch ALERTS...
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Transcript of Real Time Claims Workflow using Transformation Station, including Claims Download and Batch ALERTS...
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
• Real Time Claims Workflow using Transformation Station, including Claims Download and Batch
ALERTS
Dave WilleyCarrier Relationship Manager
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Objectives for this session
Checking Reference guides from within TAM.
Cover Real Time Interface Screen layout.
Local Security Products maintenance.
What's required to accurately submit FNOL and run Claims Inquiry.
Setup Claims Download and what screens get updated.
Setup Batch ALERTS for Claims and show Real Time benefits.
Real Time Summary Screen layout & purpose.
How to work with returned info and attachments.
Covering Activities generated from each transaction.
© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY
Applied Systems Epic
The Agency Manager
The Agency Manager – Vision
DORIS Online
Insurance Management Solutions
Applied Systems Insurance Solutions are used by 11,000+ Agencies and over 130,000 Agency Personnel
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Requirements?
Applied Systems, in partnership with IVANS, has automatically set up its entire agency
force with Transformation Station accounts.
First enabled on Tam v6.3 Patch 58 & Vision v2.3
The agency must be on FIBM support.
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How Much Does It Cost?
It’s FREE !!!!
Is My Data Secure and is my System, safe?
Because IVANS delivers the transaction to the Carrier, It’s protected from Hackers & Agent’s system is protected from viruses.
Additional Cost=0
Security: Guaranteed
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Benefits to Agency Immediate Access to Carrier Data and Processing
Immediate Customer Service
No Manually Accessing Carrier Websites
No Constant Carrier “Login”
Audit Trail
Benefits to Carrier Accurate Responses to Agency and Customer No Redundant Employee Intervention Added-value to Carrier Transaction
The Benefits of Real-Time Interface
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More than Just Premiums Report Ordering MVR, Credit, etc. Carrier Proposal Rating Worksheets Underwriting Documentation Carrier Specific Documents Additional Signature Forms
Policy Submission Direct Issuance Request Send Attachments Launch Carrier Issuance Website
Transformation Station Capabilities
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Inquiry Transactions Billing Policy Claims Loss Run
First Notice of Loss Auto Liability Property Workers’ Compensation
Other Transactions Endorsement Bridge Company Website Make Payment
Transformation Station Capabilities
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Agency Request Carrier Response The Agency/Broker transmits a “Request” for information from the carrier:
Policy Rate/Submission
Claim Submission
Policy, Billing or Claim Status Inquiry
The Carrier sends back an immediate “Response” containing: Detailed Answers - Premiums
Embedded Document
URL Location of answer
Real-Time Interface
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Learn the Seven Steps of TS
1) Enter agency code.
2) Run Account Update Wizard.
3) Enter User Security.
4) All existing business, create a FUTURE app to use for TS quoting.
5) All NEW Prospects, start the quoting Process on Prospect-Side using a “pre-filled” template.
6) Receiving & working with the rating results.
7) Complete the Activity
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Company Screens-Agency Codes
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Layout of Real Time Interface Screen
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Transformation StationUser Interface
.
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Account Update Wizard
. Select the Real-Time Butterfly
Click HOUSE or click FILE then click Account Update Wizard
Sets up new carriers’ transactions that are available.Assign ICO code to map to where agency code is stored.
If not run, reminders at 30, 60 and at 90 days you are turned off until you run it.
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Account Update WizardEnter ICO Code that points to Agency Codes
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Local Security ProductsUser IDs and Passwords
.
Select the Real-Time Butterfly
Click HOUSE or click File then select Local Security Products.
Users can re-set and maintain their own IDs and Passwords.
Select Carrier Product then click EDITEnter ID & Password
Finish
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Local Security ProductsEach user enters userID & password
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Alerts • Click on the blue
house in the Real Time Interface to access Alerts! options.
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Alerts
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Alerts By default, ALERTS have
the same activity code as in TAM. In order to assign a different activity code to an ALERT code, select the activity code, and then in the ‘Code’ dropdown, change the code to the one to which it should be assigned.
Claims Download
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Claims Download will populate the Claims Summary screen in TAM.
What gets downloaded?
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Payment Transactions
Adjustor Assignments
Claim Status Updates – Closing a Claim
Claim Number Assignments
Reserve Changes
Claim Download Transaction Types
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Claims Detail
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Transformation Station Installation Guide
Here's the direct link to our portal to retrieve guides. (updated monthly around the 10th)http://appliedsystems.com/2007/Interface/CarriersTransactions.aspx
Requests to turn on Real-Time for a carrier can be sent to: [email protected]
If you want more carriers to come on board,TELL YOUR CARRIER REPRESENTATIVE
Contact
During the setup, maintenance, transaction and inquiry processes, anytime you experience an error or an issue, please contact Applied Systems Support:
Applied Systems (Mon-Fri) 7:30amCST to 7:00pmCST—800-999-6512. System will verify agency phone number, then prompt agent for the following:
Press 5 for FORMS support. (Use this for Acord forms, BOP/Pckg Conversion and setting up “pre-fills”)
Press 4 for Communication/Interface support (All other questions for sending apps. & inquiries, setup. Etc.)
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Thank You!