Vertafore – Prime in DOS

What is included in the conversion from Prime (DOS) to Newton by Agency Systems?  If it is not listed it is not converted!

NOTE: This old DOS system gives us very limited data to convert.

  • Clients
    • Name, DBA, Address, City State Zip, Phone Numbers, Producer, CSR
    • Phone 1 and 2 are assumed to be;
      • Commercial – Business and Fax
      • Personal – Home and Business
  • Polices
    • Basic policy information is common to all policies including effective/expiration dates, policy number, producer, class, transaction
      • NOTE: Duplicate policy numbers are not allowed in Newton.  Common quote numbers like TBA, Pending, TBD, etc. are changed to add a unique number to the existing number.
      • Policy numbers shared among more than 1 client must be changed prior to conversion.  Recommend adding the client number to the end of the policy number.
    • Premium is populated in the Estimated Annualized Premium field in Newton.
      • NOTE: This premium does not hit the general ledger
    • Data will be converted going back 5 years
  • Certificate Holders

    • We convert the master holder table into the master Additional Interest table in Newton
      • NOTE: The holders are not attached to any existing policies but are available to attach to a policy.

Basic Setup Items

  • Companies
    • Companies are converted directly using the codes from Prime
    • Name, Address, Phone Numbers
    • All companies set to direct bill by default and must be change post conversion for companies that are Agency Bill.
  • Producer/Users
    • Converted directly using the codes from Prime.
      • Options
        • Missing producers are defaulted to code “HOU” (House)  You may specify a different default code.
  • Class Codes/Line of Business
  • Transaction Codes

 

 

 

EDI Concepts Provides Support and Programming Services for InStar and NOVA SalesPro