View the DocFast Status in Agency Integrator

540 views May 30, 2017 December 5, 2018 1

Overview

The integration between DocFast and Agency Integrator enables agencies to check the e-Delivery status from DocFast, as well as the policy’s recent activity, right from Agency Integrator’s Application Detail screen.

If you are subscribed to DocFast and Agency Integrator, and would like this integration, please contact your Account Manager or the iPipeline AMS Help Desk to set up the integration.

 

Viewing the DocFast e-Delivery Status

1. Within Agency Integrator, navigate to the Application Detail screen.

Once the integration is set up correctly, a “Click for Status” hyperlink displays on valid applications within the Delivery Information section.

Note: To see the link, the application must be with a DocFast Carrier, and the Policy # field must be populated.

2. Select the “Click for Status” hyperlink.

If a matching policy is found in your agency’s DocFast system, the real-time status of the policy in DocFast displays, as shown below.

If no matching policy is found for that Carrier and Policy #, the word “Unavailable” displays as the e-Delivery Status, as shown below.

Hint: You can click the green Refresh icon to check for the Policy’s updated status in DocFast.

3. Once the DocFast status appears, you can click the Activity History button to view the most recent activity, as well as notes related to that policy from DocFast. These notes and history are date and time stamped to indicate the real-time updates from DocFast.

 

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