Sagitta Integration

Home News About IVT Support Online Access Contact Us Products
SurePath Features
Electronic Signing
TAM Integration
Sagitta Integration
Bid Express
Walkthrough
SurePath FAQs
Demos

AMS Sagitta Browser Integration

This document explains how SurePath integrates with Sagitta Browser. This document assumes that you are familiar with AMS Sagitta Browser.

Integration with Sagitta Browser requires that the client already be in Sagitta.  The agency is also responsible for entering in SurePath the codes that identify the client, division, department, bill-to-code, insurer and payee, and the user’s servicer code, as explained below.

The client, division and department are identified in SurePath on the General Information Page in the field labeled Agency Billing Code.  Separate these values with a semi-colon (no spaces) between them.  You may also add a “;hold” to the end of this field to have invoices marked as on hold, instead of automatically processed.  You may want to do this if the premium or commission amounts are not the total amount that needs to be billed.  For example, if surcharge or state tax needs to be added to the invoice.

Picture: Agency Billing Code Provides Client, Division and Department

Agency Billing Code provides the Sagitta client code, division, department and (optional) hold.
Text Box: Agency Billing Code provides the Sagitta client code, division, department and (optional) hold.  

 

The bill-to-code is entered on the subsidiary screen in the Agency Code for Subsidiary field.

Picture: Agency Code for Subsidiary Provides Bill-To-Code

All principals under this subsidiary will use the bill-to-code entered in the Agency Code for Subsidiary
Text Box: All principals under this subsidiary will use the bill-to-code entered in the Agency Code for Subsidiary

 

 

 

 

The insurer and payee are identified on the Agency Carriers screen in the column labeled Agency’s Code for Carrier, next to the issuing carrier.  The payee may be the same as the billing carrier identified in SurePath, but does not have to be.  The Sagitta integration does not look at the code you enter for the billing carrier.  By identifying the payee as part of the issuing carrier code, you are able to bill issuing carriers under the same company differently.  Separate the insurer and payee codes with a semi-colon and no spaces.

Picture: Agency’s Code for Issuing Carrier Provides Insurer and Payee

 Text Box: Enter the insurer and payee codes in the field column labeled Agency’s Code for Carrier

 

The servicer code for the user who executed the transaction in SurePath is provided to Sagitta. The servicer code is entered on the User Information (or My Information) screen in the field labeled Producer/Servicer Code.

Picture: Servicer Code