WinsurTech Blog | Insurance Concepts and Practical Solutions

QB Desktop | Create new request after getting response in quickbook desktop

Author - Webner
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11:44 am
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How to Create new request after getting response in quickbook desktop

For creating new request in quickbook we need to add this request to queue.

For example:

You want to get customer information which are related to invoice. For this first you will create invoice request function and send xml to web connector.

Function Invoice_request(requestID,user, action, extra, &$err){
<?xml version=”1.0″ encoding=”utf-8″?>
<?qbxml version=”‘ . $version . ‘”?>
<QBXML>
<QBXMLMsgsRq onError=”stopOnError”>
<InvoiceQueryRq>
<OwnerID>0</OwnerID>
</InvoiceQueryRq>
<CustomerQueryRq […]

Salesforce | Create leads from google form responses

Author - Webner

Problem: How to create leads from google form responses?

We have a google form and we want to create leads from google form responses.

Solution: -To create lead from google form, follow these steps:-
1.Open google Sheet which contains the responses of google form.
2.Click on the Tools tab and then click on the script editor.

3. New Screen opens like this..

Write a code to insert data in the salesforce.

Here is the sample code that inserts leads from the google sheet. In this code, we are using HTML […]

How to Authorize Salesforce users to access Sharepoint Site’s Data

Author - Webner
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1:09 pm
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Authorizing the Salesforce users to access Sharepoint Site’s Data

While integrating the Salesforce Org with the Sharepoint Site for accessing/viewing the Sharepoint Files in Salesforce Org, even after authenticating the Salesforce user to Sharepoint Site when a user tries to access the Sharepoint Files at Salesforce end, then the following ERROR occurs:

You are not authorized to perform that operation.”

Here are the steps which have to be followed in order to resolve this Issue (Or to authorize user at Sharepoint end):

1.Login to “Office 365” and go to the Site […]

Salesforce Security Review Introduction

Author - Webner

Salesforce Security Review

When we are creating any application to be published on the AppExchange, the role of the application security becomes indispensable. A Salesforce security expert looks at the application’s source code before an application is published. Additionally, they also check the external integrations to ensure proper security standards are followed. This is referred to as a security review. Once the application clears the security review test with zero security findings, only then it can be released onto the AppExchange. The security review also equips the partners and developers to meet the enterprise security […]

Amazon Elastic Beanstalk Introduction

Author - Webner
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12:32 pm
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Amazon Elastic Beanstalk

Overview:

Amazon Elastic Beanstalk is used to deploy the applications and scaling web applications, so you just upload the code and this application deploys your code to Amazon Web Service infrastructure without your need of managing the infrastructure. You just need to deploy and manage the applications rather than managing the infrastructure. Amazon Elastic Beanstalk is also called an automatic version of Amazon EC2. With the help of Amazon Elastic Beanstalk you don’t need to get the access to Operating system, but you have full control over the configuration of […]

S-Docs Quick Introduction

Author - Webner
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11:53 am
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A Quick reference to S-Docs

S-Docs is a tool to create documents for the user in salesforce. It is simple, smart, fast and secure document generator built for salesforce platform.

S-Docs allows you to generate a variety of outputs that can merge Salesforce data from both standard and custom objects. One can include data from formula fields, rich text, parent records, child, grandchild and related objects all within the same document.
To call S-docs service on click of a button, use the URL below:

/apex/SDOC__SDCreate1?id={!myObject__c.Id}&Object=myObject__c

where myObject__c is […]

Add a Visualforce page to the homepage Salesforce Lightning

Author - Webner
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12:40 pm
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Steps to add a Visualforce page to the homepage in salesforce lightning
1.) Go to setup and search Lightning app builder.

2.) Click New.

3.) Create a new lightning page model appears. Select home page from the list on the left and click Next.

4.) Write the name for the label and click Next.

5.) On the next page, select Clone Salesforce Default page or create a new page.
Note:- If you select Clone Salesforce Default page then it will include all the default components from Default page. But, a new page will not contain any components.

6.) Click Finish […]

Commercial Insurance – Introduction and Types

Author - Webner
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12:26 pm
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Commercial Insurance- Introduction and Types

Commercial Insurance:- Commercial lines insurance includes property and casualty insurance products for businesses. Commercial lines Insurance protects businesses from potential losses caused by accidents, natural disasters and other adverse events.
Here are the list of Commercial Insurances and their Line of Business (LOB) codes:

1. Inland Marine Insurance: Inland Marine insurance generally covers property that is movable or transportable in nature.
LOB Code : INMRC

Example – Transportation coverage for property shipped by or to you via common carriers.

Excel Macros at Low Cost for CPAs, Financial Advisers and Data Analysts

Author - Webner
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11:28 am
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Those who work with data in Excel know they need custom functions from time to time. Custom functions or macros can make their life so much easy and their productivity will go up substantially. As an example – a simple custom function which could operate over an input sheet, take few filters into account to leave out some rows and generate output from the rest of them in a desired format would be handy to have. But finding a VBA programmer who could develop very specific custom functions at reasonable price can be a major challenge. We understand this challenge and […]

ACORD Form Number 1 – Purpose and Some Important Fields

Author - Webner
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11:37 am
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ACORD Form Number 1 – Purpose and Some Important Fields

Primary Purpose – The ACORD 1 form: Property Loss Notice, is used to document the personal lines property losses including Homeowners, Dwelling Fire, Inland
Marine, Commercial Property, Flood, Wind and others, happened to the insured locations so as to file a claim.

It is important that all of the agent’s clients file the insurance claims immediately after an incident occurs. Any delay in filing a claim can delay the claims process and the time it takes to receive funds.

In case a customer does not want to […]

Personal Lines Insurance – Introduction and Types

Author - Webner
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12:18 pm
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Personal Lines Insurance – Introduction and Types

Personal lines insurance covers insurance products related to casualty and property that protect individuals from losses they couldn’t afford to cover on their own. Insurance lines like this make it possible to do things like drive a car and own a home without financial risk.

It includes products such as flood insurance, renters insurance, automobile insurance, homeowners insurance, life insurance, disability insurance, earthquake insurance, umbrella insurance and health insurance. These insurance protect individuals and families against financial losses caused by theft, natural disasters, death, accidents, lawsuits, fire and illness […]

Acord 27 form – Purpose and some important Fields

Author - Webner
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11:23 am
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Purpose and some important Fields of Acord 27 form

(Evidence of Property Insurance)
ACORD 27 form provides information about the coverage statement for mortgagees and loss payees who provide mortgages or loans on the residential property, personal property, or small commercial properties and are named in the policy.

This form reveals the requirements of mortgagees and its primary concern is the amount of insurance sufficient to cover the amount of the loan. Additionally, space is provided in the Coverage and Remarks sections of the form to include any additional information that may be required […]

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