QQ Catalyst

What is included in the conversion from QQ Catalyst to Newton by Agency Systems?  If it is not listed it is not converted!

  • Clients
    • Name, DBA, Address, City State Zip, Phone Numbers, CSR
  • Client Contacts
    • Contact Name, Email, Phone (Office, Home, Cell as available)
  • Polices
    • Basic policy information is common to all policies including effective/expiration dates, policy number, 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 from the Issued Premium to the Estimated Annualized Premium field in Newton.
      • NOTE: This premium does not hit the general ledger
    • Data will be converted going back 5 years unless other arrangements are made
  • Memo Notes
    • Reminders may be possible but we must review on the next conversion before we can say for certain we can convert reminders
    • Connections to a policy number are maintained if available.
  • Additional Interests
    • Cert Holders from view, Auto Additional Interest, General Additional Interest, Home Additional Interest are converted to the master list in Newton.
  • Images/Attachments
    • Documents attached to clients and policies, are converted to the Newton Attachments from the BlobInfo table.
    • IF attachment files or blobs are encrypted they must be decrypted by the vendor or cannot be converted.
  • Letters
    • Only converted if they are part of the BlobInfo attachments and only those items attached to clients and policies.
  • Claims
    • Claim Entries and Claim Parties are converted to the appropriate locations in Newton.
  • Drivers
    • Converted from Auto Drivers and CA Auto Drivers tables
  • Vehicles
    • Converted from Auto Drivers and CA Auto Drivers tables
  • Inland Marine Scheduled and Unscheduled Equip
    • Converted to Newton with basic schedule information
  • Commercial Property
    • Information limited to location addresses

Basic Setup Items

  • Companies
    • Name, NAIC number, Address if Avail.
  • Producer/Users
    • Options
      • Missing producers/users are defaulted to code “HOU” (House)  You may specify a different default code.
  • Class Codes/Line of Business
  • Transaction Codes
    • Renewal, New, Rewrite, etc.

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