Commercial Download a comprehensive Guide to Help You Maximize Our Capabilities

Instructions to Begin Commercial Download

1. 
   Is your agency enrolled in download with another carrier?  If so, you probably have the necessary information to complete the registration process on our Agents Portal such as your Y-Account Number, IBM Address, IVANS User ID, Trading Partner, etc. 
   
   1. 
      If not, please contact Agency Interface Support Group and they will set you up with those credentials (agencyinterfacesupport@libertymutual.com, 1-888-451-8414). 
      
2. 
   Once you have your Y-Account Number, IBM Address, and so forth, you’ll need to update your agency management system with our:
   
   1. 
      NAIC Codes
      
   2. 
      IVANs Information Company Unique Codes as well as our IVANS information and writing company NAIC codes (refer to Company Unique Codes within this manual)
      

3. 
   For a list of transaction types available for download for your agency management system, please refer to the Download and Real-Time Capability Chart or contact your vendor.
   

4. 
   Next, work with your vendor or IVANS Exchange, if necessary, to make sure you properly set up your status codes, premium settings, etc. Your agency management system provider should be your go-to resource when setting up your agency management system for download. They should be able to answer any of your questions and walk you through the process from start to finish.
   
5. 
   After this has been completed, please log in to our Agents’ Portal and under the tab, Agency Administration, click on the link for “Download — Registration and Resend Request.” Currently, only your agency’s designated IT and/or web administrator has the ability to do this.
   
6. 
   Select the agency code(s) you would like to enroll in download. Then click on “Edit Selected.”
   

7. 
   Complete the information at the top of the screen (i.e., Y-Account Number, IBM Address, IVANS User ID, etc.), and then choose the transaction types you would like to receive download. 
   
8. 
   Click on Save to complete this process. Repeat Step 6 for each agency code you chose to enroll in download.
   

Commercial Download Best Practices

Follow these tips for the best possible experience with Liberty Mutual Insurance commercial download and to prevent overwriting the information stored in your agency management system.

Begin with something simple, such as a BOP, Business Auto, or Workers Compensation policy.

1. 
   Create a test account(s) for either the BOP, Business Auto, or Workers Compensation policies.
   
2. 
   Save your original files as another, distinctive and identifiable name, such as “The Client Name Inc1.” Doing so:
   

• 
  Protects your original data and
  
• 
  Prevents our download from unintentionally overwriting your client file
  

3. 
   Complete the setup steps in “Instructions to Begin Commercial Download.”
   
4. 
   Submit a request through Agents’ Portal for an “Initial Load.”
   
5. 
   After submitting the request, return to the Download Registration to unregister any policies for download. Note: You could potentially receive additional policies through the download for any LOBs checked on the Download Registration. Any registrations remaining checked will send any other policies processed that day through the download.
   

When the policy download arrives to your agency management system, do a comparison of the data sent versus the data you have saved.

This is a quick way to determine:

• 
  which fields we overwrite versus the ones we do not overwrite
  
• 
  which data fields you use versus the ones we place a blank to the field
  
• 
  which coverage data you need versus the coverage data we do not send
  

Contact us should you need help.

We are always looking for ways to improve the quality of our commercial download. Whether you are working with your regional representative, Agency Interface Support Group, or directly with our Download Business Analyst, your feedback is important to us.

Download and Real-Time Capability Chart

For assistance, contact: Agency Interface Support Group

Email: agencyinterfacesupport@libertymutual.com

Phone: 1-888-451-8414

Download by Vendor — Policy Types

*Crime and Inland Marine E: as coverages on package policy S: as part of BOP or package M: Monoline inland marine download available for eCLIQ policies only

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