Tarbet Technology Groupi-Solutions
 

TTG Back Office FAQ's
    

Does TTG Back Office Report Wizard change my settings or data in AfW?

TTG Back Office Report Wizard does not make any changes to the

AfW database. When it is installed, it upgrades ODBC to the latest 32bit version if your workstation is not using it already. ODBC is a component of the Microsoft Open Services Architecture that defines a generic standard for accessing databases. AfW uses ODBC for some of its functions such as Marketing.

How does TTG Back Office Direct Bill Commission Download read the electronic information?

TTG Back Office Direct Bill Commission Download has a profile for each company because each company has a different structure for output. Within the interface, you assign the profile to the Company as it displays in AfW. When you go through the process of creating a header record, you select a company out of AfW. TTG Back Office Direct Bill Commission Download uses the company you selected to use a specific profile for the conversion with a specific data file that you select in a browse window (much like file…open in Microsoft Word). After that is done, the process automatically reads in all the records it can match up into AfW. If some records do not match up, then they are printed into an exception report that your accounting or data entry personnel will need to find the problem.

What do I need to do to get started with TTG Back Office Direct Bill Commission Download?

If we do not have your company already set up in a profile, we need you to get from your company representative a sample of the output file that you will be receiving on a regular basis. The company can deliver the file in any way they want as long as it comes as a file. We will need the following fields:

Minimum Requirements:

  • Policy Number
  • Effective Date
  • Premium

It is also useful to have:

  • Customer Name
  • Transaction Type
  • Percentage
  • Commission

Once we have a sample of the file, we need to convert it to the format that TTG Back Office Direct Bill Commission Download needs to see it in.

Once we have the company set up, you need to send us an example of a policy number for each line of business on that company. This is to account for any changes employees make to the format of the policy number such as adding or subtracting spaces, dashes, or removing Agency code etc.

With this information, it will take a couple days to get the code written and then we will get back to you for testing with the sample data. We will not charge you for the product until the first company is being imported to your satisfaction.

Please Contact Us for more information.

 

innovation transformation integration is e-business
  

Home  |  Back Office  |  Internet  |  i-REP  |  Inside TTG  |  Jobs  |  Contact


17210 Lancaster Highway | Suite 405  | Charlotte, NC 28277 | 800.527.4401 | fax:704.940.0966
All material on this site, © 1995-2006 Tarbet Technology Group, Inc.  All rights reserved.