Rating Integration

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Rating Integration

Nexsure facilitates integration with Agency Computer Systems (ACS2000), Capital Evolution, ExpressWay, EZLynx,Hartford Commercial ExpressWay, SeaPass, and WinFSC rating software. Marketing applications started in Nexsure can be exported for a quote, or a quote file can be imported into Nexsure as a new marketing line item.

Note: Quotes obtained using ExpressWay, EZLynx, or SeaPass cannot be imported (Bridged) back to Nexsure. Only ACS2000, Capital Evolution, and WinFSC are supported for bridging at this point.

Additional Logins

ExpressWay, EZLynx and SeaPass require an additional login to be setup with a valid user name and password. See Additional Logins for Raters for more details.

Important: EZLynx needs to enable each user individually to receive uploads from XDTI / Nexsure. Send a request to support@webcetera.com requesting to be enabled for uploads from XDTI / Nexsure. The email may originate from the agent and does not need to come from Nexsure.

Supported LOBs

Click rating tool to view supported LOBs:

Hartford Commercial Expressway

SeaPass

WinFSC

To Export (Rate) a Marketing Application

Marketing applications can be exported as a blank application, or after it is completed in Nexsure. If the application is not complete when it is exported, the rating tool will prompt for the required data. If the application is completed in Nexsure before it is exported, a quote will be provided once it opens in a rater (see Mapping Notes below).

Note: EZLynx requires a complete application or the export will fail.

Select the client with the marketing application.
On the Client menu, click MARKETING.
Click the Details icon for the marketing policy to rate.

Select the LOB in the navigation panel, for example, the Personal Auto ACORD 90 CA. The LOB must be selected for the Rate (export) link to become available.

Note: If the LOB is not supported by the selected a rating tool, the Rate link will not become active.

Click the Rate link. The rating tool selection screen appears:

Select a rater and click Next.

Note: Clicking View Source will display the ACORD XML data being transferred to the rater.

The rater will be launched with information from the application pre-filled.
Once the quote has been provided, the application can be imported (Bridged) back to Nexsure.

Important: Quotes obtained using CNA,ExpressWay, EZLynx, or SeaPass cannot be imported (Bridged) back to Nexsure. Only ACS2000, Capital Evolution, and WinFSC are supported for bridging at this point.

To Import (Bridge) an Application into Nexsure from FSC Rater

When an application is exported to FSC Rater it is sent with a Nexsure-generated policy ID. This ID number will route the same application back into Nexsure and overwrite the original marketing application that was exported for a quote (see Mapping Notes below). To import (Bridge) applications as separate line items on the marketing screen (to show multiple quotes for example) see, Importing from the Interface Screen below.

Note: Before an application can be imported from FSC Rater, the quote file must be exported from FSC Rater. In FSC Rater, on the Tools menu, click Export. The file can now be imported by Nexsure.

Select the client with the original marketing application.
On the Client menu, click Marketing.
Click the Details icon for the marketing policy.
Click the Bridge link. The original marketing application will be overwritten with the quoted application from FSC Rater.

Importing from the Interface Screen

To import multiple quotes on the same application, quote files from FSC Rater must be imported from the Interface screen. A new marketing line item will be added for each quote on the Marketing screen for the specified client. When applications are originated in FSC Rater, FSC Rater will first search the Nexsure database for the exact name of the client. If a match is found it will be added as a new marketing line item. If no match is found the new client will be automatically generated in Nexsure.

On the Home menu, click INTERFACE.
Click the rating tab. The rating summary tab is displayed.

Click the Bridge link. If the client already exists in Nexsure, each quote will be added as a separate marketing line item to that client. If the client does not exist in Nexsure, the client will be automatically created based on the information in the quote file (see Mapping Notes below).

CNA RTQ Mapping Notes

Nexsure to CNA

CNA does not user ACORD applications for its rating basis so fields may not match between the systems. r
Commercial Auto: rental reimbursement limit field not present on ACORD form. If selected in Nexsure, value in CNA will default to the minimum coverage of $15 day for 30 days.
BOP:Loss of income from ACORD form is mapped to Business Income in CNA. If number of months or coverage field for loss of income are populated in Nexsure, business income will be selected in CNA. If no values exist in these field, business income will be marked excluded in CNA.
BOP: Hired and Non-owned Auto coverages should be verified. These are seperate fields on the ACORD form but only one field in CNA. If either field is populate in Nexsure, coverage will be selected in CNA. If limits in both ACORD fields are present but differ, the hired auto limit will be brought over to CNA.
BOP: Additional coverages feilds do not exist in CNA so anything entered for these feilds in Nexsure will not exist in CNA.
BOP: CNA defaults certain coverages in their program. Specific fields not populated in Nexsure may be present in CNA. Examples of some of those fields are Sewer/drain backup, EDP, seasonal increase, equipment breakdown and fine arts.

ExpressWay Mapping Notes

Nexsure to ExpressWay

Expressway requires that the Applicant Name, and Phone Number be provided to successfully start a quote.
Expressway can only be exported using the ‘Rating’ option. You cannot ‘Bridge’ an Expressway quote back into Nexsure.

FSC Mapping Notes

Nexsure to FSC

The employer, occupation and work address that populates in FSC will always come from driver #1 in Nexsure.
The driver #1 name comes from Named Insured (so it may differ from driver # 1 name in Nexsure).
Default occupation in FSC is Employed ( even if "student" is input in Nexsure it still displays as Employed in FSC).
For rental reimbursement to be quoted, both the limit per day and max must be populated in Nexsure (if only the limit per day is entered, the rental will not be quoted).
If Driver license number of digits is invalid for the State licensed, the license state will not carry over to FSC (ex- California Driver License numbers have 7 digits. If an 8 digit number is entered, the license state will not carry over as California for that driver).
Named insured - Because named insured in Nexsure is not separated into first, middle and last names, names brought over to FSC may need some adjusting (for instance, if two named insureds with an “&” separating them, the “&” may be brought in as middle name).
DP1 & DP3 - If the coverage type selected is Fire, Fire & EC or Fire, EC & VMM then FSC will rate policy as a DP1. If either broad or special coverage type are selected, FSC will launch DP3 rating.

FSC to Nexsure

If no payment plan selected, the default payment plan from FSC is Full Pay.
Client Name and Client Profile Named Insured will come from FSC First Name, Last Name but the application name will come from Legal Name (if any in FSC)
For Property LOB’s, distance to fire hydrant is carried over to the application as the max distance for each group: 1000 ft or less from fire hydrant, (none of the three check boxes is selected) , 5 miles or less from station, (first check box selected) , 5 - 10 miles from station, (second check box selected) , 10 or more miles from station (third check box selected).
Input By in FSC Rater will determine the Branch in Nexsure that the client will be added to.
First Name and Last Name in FSC Rater are matched in Nexsure with the Named Insured. The names must match exactly in order for the quote to import to the existing client.
Nexsure also matches the mailing address line # 1 (Street Address). If this field is left blank in FSC Rater, Nexsure will use the garaging or property address line 1.

Note: If the quote originated in Nexsure, then the resulting quote will be attached to the client it came from in Nexsure (no matching of the name and address is needed).

FSC Quote Import Exceptions

Producer Exception - When an FSC quote is imported, a search is performed to determine the branch/producer and who is assigned to the quote. This search is performed using the "Input By:" information from FSC Rater. If the Input By:(FSC Rater) name and the Producer (Nexsure) name match, the assignment will be generated using the first match found.
If no match is found a Producer Exception is generated in Nexsure's Interface screen. To resolve the exception, add the employee under a branch in Nexsure, and accept the exception.
NAIC Code Exception - This exception can occur if Nexsure is unable to resolve the NAIC code from FSC Rater's proprietary CarrierID.
Carrier Exception - This exception occurs when the NAIC code for the quote being imported is not listed under the carriers in Nexsure. To resolve this exception, add the carrier or carrier name with the appropriate NAIC code and accept the exception.

ACS2000 Mapping Notes

Some ACORD information is not captured or provided by ACS2000:

Does not provide: Vehicle Registration State, Loss Years

ACS Does Not Capture:

Towing Coverage
Rental Coverage
Residence Owned
Applicant - Employer Name/Address
Homeowners Rating Credits
Building Code Effectiveness Grade Inspection
Hurricane Resistive Glass
Date Heating System Last Serviced
Circuit Breakers and Fuses

Knob & Tube or Aluminum Wiring
Plumbing System - Any Known Leaks
Condition of Roof
# of Amps
Sprinkler Info
# of Household Residents
# of Weeks Rented
Condition of Plumbing
Carrier Name

Additional Notes

When starting a quote from ACS2000 and bridging to Nexsure, the user will want to verify that the client name is exactly the same in both ACS2000 and Nexsure or a duplicate client could be created in Nexsure. If a quote is started in Nexsure, rated with the Nexsure-ACS2000 integration, and then bridged back to Nexsure, this will not be an issue.
The ACS2000 "Transfer to Management System (Nexsure)" option is not yet enabled by ACS. Choose the option to "Export to a File (ACORD XML)" instead. See below: