SSP (Electra M3 Home users) Insurer Scheme Switch On Instruction

Transcription

1 SSP (Electra M3 Home users) Insurer Scheme Switch On Instruction

2 SSP Electra Home Insurer Scheme Switch On Instruction This document contains detailed instructions on how to re-launch Home Solutions products. If you have any queries on the instructions please contact the Zurich Helpdesk on Product Zurich Solutions2 10 Zurich Solutions2 15 Zurich Solutions2 20 Zurich Solutions2 25 Release details The home products listed have been released in the October 2013 Rates (which will roll out from Mid September 2013). Please ensure this update has been loaded before continuing with the activation process noted below. Once complete, your SSP system will generate a Disk loaded successfully message. It is essential that you follow these steps to prevent problems with your EDI transmissions. Print 2

3 Before you start trading: Before you can use the new Zurich home products, you will need to have received a switch-on message via the network to activate these schemes. To receive data from the network you will need to take the following steps: 1) Ensure the modem is switched on 2) Select Console Housekeeping 3) Select EDI maintenance 4) Select EDI System Manager 5) Select Transmit 6) Select Get Step 1: Check the schemes are switched on for quotes 2) Select Quote Set Maintenance 3) Select 4 for Household 4) Ensure a [Y] is present in the [On] column for the following schemes: ZUB0 ZUR SOLS2 10 FCEDI ZUB1 ZUR SOLS2 15 FCEDI ZUB2 ZUR SOLS2 20 FCEDI ZUB3 ZUR SOLS2 25 FCEDI 5) Press F10 to save and exit Print 3

4 If you have never traded Zurich Solutions2 products with us before, please complete Step 2, otherwise please proceed straight to Step 3. Step 2: Create new Insurer 2) Select Insurer Detail Maintenance 3) Press F1 Create Insurer 4) At Enter insurance company code input ZUB <hit return> 5) At Enter the insurance company full name input [Zurich Insurance 2] <hit return> 6) At Enter the insurance company abbreviated name input Zurich <hit return> 7) At Address input: Zurich Insurance plc, PO Box 200, Bolton, BL1 9UJ 8) Leave Contact, Title, Surname, Forename and Salut fields blank 9) Telephone number is ) At the Sorting field press F4 for a list and select the required standard reconciliation sort option (either Date, Client Name, Policy No, Month/Client Name or Month/Policy No.) 11) At Agency No (XXXXXXXX) input your current Zurich agency number 12) At Risk Trans input Y 13) At Activate this Insurer input Y 14) Press F10 Accept 15) Continue to press F10 End to return to the main screen Step 3: Add Insurer Schemes and Links 2) Select Insurer Detail Maintenance 3) Enter ZUB at Insurer Code and hit return 4) Select F4 Schemes 5) Select F1 Create New Scheme 6) At the field Policy Type select F4, highlight HHI Household <hit return> 7) At the field Scheme, overtype STANDARD with ZUB0 (last digit is a zero) (delete any un-wanted characters using the space bar) and hit return 8) Enter a scheme description (in capitals) of ZURICH Home SOLUTIONS2 10 <hit return> 9) Enter your Agency Number (XXXXXXXX) <hit return> 10) Press F10 Accept 11) Select F3 Add Link and scroll through the list using the F7 and F8 keys and hit return over: ZUB0 ZURICH HOME SOLS ) Press F10 End Repeat steps 5 to 12, adding the following Scheme Codes, Descriptions and Links: Code Description Link to: ZUB1 Zurich Home Solutions2 15 FCEDI ZUB1 ZURICH HOME SOLS2 15 ZUB2 Zurich Home Solutions2 20 FCEDI ZUB2 ZURICH HOME SOLS2 20 ZUB3 Zurich Home Solutions 25 FCEDI ZUB3 ZURICH HOME SOLS2 25 Print 4

5 Step 4: Input your Policy Number Range Important Note: Policy Number range must be set up under Insurer Code ZUR via your main terminal. 2) Select EDI Maintenance 3) Select EDI Policy Ranges 4) Select Home Quotes Policy Ranges 5) Select Update Policy Ranges return 6) Highlight ZUB Zurich and press return 7) Enter Policy Range Start and End Number supplied by our Helpdesk on ) Press return then type E to exit The set-up process is now complete and you may begin to place business using the new Zurich Home Solutions2 products. Print 5

6 Print PL6/0634 ( ) (09/13) RRD Zurich Insurance plc. A public limited company incorporated in Ireland. Registration No Registered Office: Zurich House, Ballsbridge Park, Dublin 4, Ireland. UK Branch registered in England and Wales Registration No. BR7985. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ. Zurich Insurance plc is authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request. These details can be checked on the FCA s Financial Services Register via their website or by contacting them on Our FCA Firm Reference Number is Copyright Zurich Insurance plc All rights reserved. Reproduction, adaptation, or translation without prior written permission is prohibited except as allowed under copyright laws. Communications may be recorded or monitored to improve our services and for security and regulatory purposes.