First Notice of Loss Download Instructions
Applied TAM
In the Utilities, Company Interface menu, select
Print Forms Received. A list of every memo received will display.
Highlight the memo you want to view and click Continue. An option is given to preview
or print. After viewing or printing, you are returned to the list of memos. When you
“Cancel” out of that list, you are given the option to delete.
AMS
Memos print out when received. They are not processed
or saved.
NASA Eclipse
If there is a memo included when the system imports the
download file, then the Memo button is activated. Click the Memo button to open
the memo in a printable format. As the memo prints, you are given the option
to save or delete.
FSC Insurance Solutions
Go to the Tasks button on the banner.
Highlight View Company Download Information and click Execute.
Click the View Company Memos button. Change the filter by Process Date to the date
you received the downloaded memos. The memos are listed at the top of the
screen. Highlight the memo and the text displays in the box below.
DORIS
After download processing is complete, memos appear as blank
policies (no name or policy number). On the download transaction list screen, click the
Memos button. Highlight the memo you wish to view and click
Preview. The memo will display and you can print it or export it
to attach to the contact at a later time.
SIS
After completing download processing, go to
Communications, History, and then Company Messages.
If you have questions
about viewing the memos or if it doesn’t seem to be working, call the SIS
agent help desk at 800-747-7005, option 2.
IRS/AIMS
After completing the download processing, the memos
are displayed and an option is given to print. The memos cannot be saved for
later viewing.
Agency Systems
After download processing, a suspense item
for the memo will be logged to the current operator. You can view the memo,
print it, assign it to a client or close it. Contact customer support at Agency
Systems for help.
QuickFile
Memo transactions are displayed in QuickDownload
by clicking the Misc Print radio button on the main screen.
To print a memo, click the Print Now button. To attach it to a
client’s record in QuickFile in the form of a letter, click
Attach to Client.
Agency Software
After download processing, memos are
displayed in a standard text window prior to the suspense items being displayed
(in the Suspense Manager). They can be printed from that window while viewing
but cannot be attached to a client.
XDTI Nexsure
No special setup. After download processing, memo is displayed on the interface screen
just like regular daily download transactions. Click on the detail icon of the memo
to display the memo text.
