Insurance
Assurant Insurance Status Auto Update - 42617
Introduced in v5.20.58 When licensed for the Assurant Insurance Integration, the Account's Insurance Status will now automatically change to 'Update Unsent' when the Primary Customer's Email Address is modified on Non-Terminated Contracts, where the ...
Insurance Integration Modules Video
See linked videos for complete details. The linked videos review details around the Insurance Integrations available for ASPIRE. Click here for video 1 that covers the need for lease insurance and the standard Insurance functionality. A 5 minute ...
Invalid Character in BDT Files (Great American or Assurant)
Occasionally, the BDT (Business Data Transfer) file will receive an Invalid Character Was Found error. This error is caused by an invalid character in one of the XML nodes within the file (typically bad data). To find the error, it is easiest to use ...
Add Insurance Information to a Contract
Adding Insurance Information to a Contract 1. Insurance policy information is added from the Contract Explorer area. 2. Click on the Insurance Tracking option. 3. To enter a new Insurance policy click on the New button in the toolbar. 4. Enter the ...
Great American Insurance Integration
See the attached document for complete details. The attached document outlines the setup and processing of Great American Insurance. Attached Document - Table of Contents Administration > Insurance 1. Finance Company Level Configuration 2. Export ...
Assurant Insurance Integration
See the attached document for complete details. Overview 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 ...