Download Setup

Owned by Alex Velez (Unlicensed)
Last updated: Oct 20, 2016
1 min read

Downloads are available only with Management Premium.


  1. To setup Downloads, please contact our Sales department regarding adding downloads.
  2. Once you have begun the process of setting up downloads, you can use this document for more information: DownloadsSetupGuide.pdf
  3. Also, we suggest cleaning up your Line of Business and Carrier defaults before receiving your first download transactions:
    • Make sure these lists do not have any duplicates (such as "Flood" and "FLOOD", "Commercial Auto" and "Comm. Auto", or "Omni" and "Omni Indemnity")
    • If you find duplicates, please use Merge to combine one into the other, then delete the one from which you merged.
    • Make sure all download carriers have correct NAIC codes entered.