The Assurant Integration affords ASPIRE users the ability to export contract data to Assurant where the insurance coverage is confirmed or a premium is calculated.  Assurant then provides an import file back to the client to assess the current charges to the contract.  This cycle can occur at a minimum monthly, but as frequently as daily.  It will be at the clients discretion to run the processes.

The current design of the Assurant CDT Export file is to include one record per contract.  ASPIRE pulls the majority of the information from the Contract level.  The equipment cost in the CDT file is an Equipment level sum of all of the assets.  Any other asset level information in the main CDT file (Description, Type, etc) is pulled from the asset marked as ‘Primary’. 

Assurant does have a modification to their export, where a supplemental file is also created.  This contains the Serial numbers and description of ALL the assets on the contract.  The Supplemental file is placed in the same folder as the main export file but has ‘SUP’ appended to the end of the file name. 

When setting up the insurance integrations, on each Equipment Type, the Insurance Type must be indicated ( Property, Liability, or Property & Liability).  This indicator controls two things:  1) The number of Insurance Integration ‘Insurance Company’ records that are set up on the Insurance Integration tab in ASPIRE and 2)  The Insurance Type indicator in the CDT file (PI, LI or PLI).

When using the IDT Import file (Invoice Data Transfer), Assurant is sending back one billing record per contract in the import file (The one record is made up of up to 3 billing components:  Insurance, Sub Fee, Finance Fee).   There is no indicator to identify if the charges are related to Property or Liability insurance. 

If the BDT Import file is being used (Billing Data Transfer), a schedule billable is created for each insurance type, one for Property and one for Liability.  These schedule billable records are actually linked to the insurance.  The schedule billable record is set up for the remaining term of the contract and the number of schedule billable records that are set up depends on if there is property and liability insurance (2 schedule billable records) or just Property (one schedule billable). 

When the IDT file is imported with the insurance charges, the information is placed into the Follower table in the database. (yes, the table name is ‘Follower’ ). When the next invoice is generated for the contract payment, ASPIRE picks up any charges in the follower table for the contract and creates an invoice for those charges as well.

LTi recommends when using the IDT file, the equipment types only have Property Insurance indicated.  Why??  The main reason is that ASPIRE will only set up one insurance record for Property insurance.  If the equipment type is set to Property and Liability, Two records are set up and it’s harder to keep those two in sync.  Assurant should be able to determine the insurance type (Property and/or Liability) based on the Equipment type coming through in the CDT file.  Since we aren’t identifying what the insurance charge is for (Property or Liability insurance).  Only having one insurance record for Assurant makes it a little easier to manage. 

You will also notice, on the bottom of the Equipment Type setup screen, there is a ‘Vehicle’ checkbox.  What does this do you may ask???   In the CDT Export file, there is a node labeled ‘CONTRACT_TYPE’.  If the contract is a Loan, the value in this node is ‘F’ and if it’s a Lease, it is ‘L’.  If the ‘Vehicle’ checkbox is checked on the equipment type, the values switch to ‘VF’ for loan and ‘VL’ for Lease.

Attached Documents Table of Contents'

1. Configuration
2. Prerequisites
   
3. Administration > Codes and Types
4. Administration > Billing > Transaction Code
5. Integration Configuration
6. Administration > Integrations > Insurance
7. File Processing
8. CDT Export File
9. Tasks > Insurance > Export 
10. Results:  Contract Explorer > Tasks > Insurance Tracking
11. IDT Import File
12. Tasks > Insurance > Import 
13. Contract Explorer > Billing > Scheduled Billables
    
14. PDT Export File
    
15. Tasks > Insurance > Export
    
16. Contract Modifications
    
17. Insurance Reports
    
18. Associated with the Assurant Integration