Verify the integration between PolicyCenter and BillingCenter

Before you begin

Start PolicyCenter in an integrated environment

About this task

After you enable the integration between PolicyCenter and BillingCenter, PolicyCenter sends Producer, ProducerCode, Account, and Policy entity instances to BillingCenter as the server starts. It is important that you verify that BillingCenter receives these entity instances.

Procedure

  1. Verify that PolicyCenter transferred policy information to BillingCenter.
    1. In PolicyCenter, navigate to the Search tab Policies and click Policies.
    2. In the Search Policies screen, enter enough data to search for a policy.
      For example, if using the small sample data set, enter Ray in the First Name field, Newton in the Last Name field, and 100-002541 in the Producer Code field.
    3. Select a policy number and copy it.
    4. In BillingCenter, click the drop-down button on the Policy tab, and then paste the policy number in the Policy # box.
    5. Click Search.
      BillingCenter displays a list of matching policies.
    6. In the Policy column, click the link to the policy.
      BillingCenter displays the Summary page for that policy.
  2. Verify that PolicyCenter transferred account information to BillingCenter.
    1. In PolicyCenter, select an account number and copy it.
    2. In BillingCenter, select the drop-down button on the Account tab, and then paste the account number into the Account # box.
    3. Click Search.
      BillingCenter displays a list of matching accounts.
    4. In the Account column, click the link to the account.
      BillingCenter displays the Summary page for that account.
  3. Verify that PolicyCenter transferred producer and producer code information to BillingCenter.
    1. In PolicyCenter, click an account number to jump to the Account File Summary page for the account.
    2. Copy the Producer Code on that account.
    3. In BillingCenter, select Search > Producers.
    4. Paste the producer code in the Producer Code field.
    5. Click Search.
      BillingCenter displays a list of matching producers.
  4. In the Name column, click the link to the producer to see the producer Summary page.