In order to export quotes from Acs2000 you must have Agency Advantage listed in Exports under File in Acs2000. If you do not have it listed then you should contact Agency Computer Systems Inc. to receive a patch for the export. You can reach support at 248-723-8855.
Now that you have checked to see if the export option is installed in Acs2000 you can configure Agency Advantage for the rating software. When you select Policy Wizard for the first time a screen appears that allows you to select the rating interface. If you are unsure if step has been performed it is recommended that you check to see if the settings are correct. To check these settings go to Utilities from your Main Menu in Agency Advantage. Next choose Set Rating Interface.
Notice that ACS 2000 is selected. This indicates that Acs2000 was detected. To the right it should show the drive where the software was detected. It must be set to the drive that your rating program resides. Once you have these two items set press the save button.
One important note, you must check the Set Rating Interface on each workstation that you plan to utilize the bridge from. The Set Rating Interface configures each workstation individually not the network as a whole.
How to Utilize the Bridge Function:
In order to bridge from Acs2000 to Agency Advantage you must have both programs open at the same time. While in your Agency Advantage start your Acs2000 program. Now rate a quote as you normally would in Acs2000. Next go to "File" and click "Export". Highlight Agency Advantage and Click "Export". The quote should now be exported. Click on the Agency Advantage icon that is showing on the taskbar. This should pull the Agency Advantage back up. Choose Auto Policy Wizard from the main menu. This should pull up the list of imported quotes. If the client name that you attempted to bridge is showing then the quote import for Acs2000 has been successfully configured. To begin using the imported information, please refer to the Auto Policy Wizard Section in Your Agency Advantage Manual.
Q: I am not getting any error message but my quotes are not importing from Acs2000.
A: Check Rater under Set Rating Interface in Agency Advantage. ACS 2000 should be selected, also make sure that it is set to the correct drive.