NxTech Initial Load for Agency using Support Tools

Sometimes, you may need to send an initial load of policies to an agency for download. NxTech Initial Load for Agency is a support tool that helps to automate the process and generates a NxTech file that contains the current state of all policies for a given agency with all transaction codes set to SYN.

To generate a NxTech initial load for agency:

  1. Depending on your UI configuration, you can navigate to Support Tools in one of the following ways:
    1. Navigate to the footer of any BriteCore module screen and select Support Tools.
    2. Navigate to and select the user profile icon in the top-right of the screen.
      1. Select Resources at the bottom of the dropdown list.
      2. Select Support Tools.
  2. Navigate to the Vendors section, and then select NxTech Initial Load for Agency.
  3. On the NxTech Initial Load for Agency screen, complete the following steps:
    1. In the Select an Agency box, select the agency.
    2. In the As of box, select the date.
    3. Select Generate NxTech.

A confirmation message displays. The Initial Load XML will be added to your daily NxTech report.