Agency Download Request Sheet

Agency Download Request Sheet

Required for Policy & Commission Download Setup

Complete & Return to:

Agent Number:

(include all agency account #’s to be downloaded)

Agent Name:

Address:

City, State, Zip:

Phone:

Contact Name:

E-Mail:

Policy Download? Direct Bill Commission Download?

(Policy transactions-daily download) (Direct bill commission–monthly download)

Agency System: Applied Vertafore SIS HawkSoft QQ Solutions

TAM Prime Partner XE CMS Catalyst

Vision Prime2000 Semci Partner QQ Evolution

EPIC AFW

Doris AMS360

*Sagitta Agency Special Webcetera

Agency Software Advantage Agent Ezlynx

Agency Software

Easy Agent Xanatek Evolution NASA

` IMS1 Evo Eclipse

IVANS #:

Batch User ID:

IBM #:

Notes/Comments:

UFI Company Use Only:

Setup in IVANS/ICE

(Policy Download) Enter into UTCPRDDAT/AGENTTABLE

(Direct Bill Commission Download) Enter into UTCPRDDAT/DBCOMMAGT

Email Agent with UFI Download Document

(if applicable) Setup in Applied