Recent Posts

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Third-Party-Software / Re: Modern Submissions
« Last post by Jeff Golas on February 21, 2019, 06:45:23 pm »
We are in this process as well.

We use indio they have epic integration.  They walked us through it last week I dont know much about it we dont have BDE so we will need to get that to enable the integration with epic.
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TAM / Re: Numeric overflow. Data was lost. Error 39
« Last post by FWA on February 21, 2019, 01:33:59 pm »
Output of a report to Excel instead of printing.  Premium volume appears to be too large for a summary field, possibly.  Shortening the time period seemed to help, but not always, and one would have to run and paste smaller reports.  Supposedly the problem continues till version 2015.  Not sure if that was the problem, but I found another report that, I hope, gave the same info and did go to Excel.

I hope not to have to pursue more of those.
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Accounting / Re: Customer payments that companies take from agency checking
« Last post by DebAmstutz on February 21, 2019, 01:10:55 pm »
Thanks Jim!!!  I knew it was something like that!!!   8)

(I hate it when I get a mental block on something I used to know and do!)
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Third-Party-Software / Re: Modern Submissions
« Last post by Joshua Conner on February 21, 2019, 01:06:52 pm »
We use indio they have epic integration.  They walked us through it last week I dont know much about it we dont have BDE so we will need to get that to enable the integration with epic.
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Third-Party-Software / Automated Application Submissions
« Last post by Heather Reetz on February 21, 2019, 11:07:21 am »
Thank you Jim. 

So, is anyone using a program that will feed into multiple applications?  If so, have you found a way to integrate with Epic on custom app's?
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Third-Party-Software / Re: Modern Submissions
« Last post by Jim Jensen on February 21, 2019, 10:33:57 am »
I don't know anything about them, but you can see some of their content in google's cache: https://webcache.googleusercontent.com/search?q=cache:0nkp4eFFkKoJ:https://modernsubmissions.com/+&cd=1&hl=en&ct=clnk&gl=us

there'a video on YouTube, but I think you want to look elsewhere. Between the website and their CEO changing jobs last month, I'm betting they shut down or sold to Indio. https://www.linkedin.com/in/mjbruns/
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Accounting / Re: Customer payments that companies take from agency checking
« Last post by Jim Jensen on February 21, 2019, 09:00:52 am »
Enter a disbursement (miscellaneous instead of check) to the insurance company and choose "Direct Bill Advance" as the company payment type, then enter the client's code. It will dock as a receivable on the client's account. When you deposit the payment, apply it to the client.
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Accounting / Re: Customer payments that companies take from agency checking
« Last post by Bob on February 20, 2019, 04:35:34 pm »
Been forever but even with Nexsure, always apply client payment on the client on account.   Do an EFT Disb against client.   Never use a GL.   It's much easier for documentation and to know a year from now what went on vs. in/out of some GL account.

Also creates checks and balances.   If you have a debit on client, you will want payment.  If payment is sitting on account, you know you need to act.   Using a transfer account details are lost.  Keep it at the client level.
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Third-Party-Software / Modern Submissions
« Last post by Heather Reetz on February 20, 2019, 01:28:53 pm »
Does anyone use this vendor?  I tried to get on their website to see if what they offer is what we are looking for, but the website is suspended?
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Accounting / Customer payments that companies take from agency checking
« Last post by DebAmstutz on February 20, 2019, 01:10:51 pm »
It has been too long since I have done the disbursement necessary when you've deposited a customer's payment in your checking account and then a DB company takes it out of your checking account after you go on their website and indicate that it's paid.  I've been searching TAM help for it and haven't come across it yet.  What I did at the previous agency utilized a transfer account, with a number like 109 that was used in the disbursement process.  I remember using it frequently, but I can't recall it now.

Anyone have the workflow?
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