Massive
- Implementation
Server Based System - please perform the following configuration:
Kindly have your IT Professional create an FTP/SFTP site. Here are some instructions we found on the internet: https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Once you have created your FTP/SFTP site, provide Massive with the following information:
FTP Host |
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FTP User |
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FTP Password |
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FTP Folder Name |
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FTP Port |
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FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS) |
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Local or UNC Path for FTP |
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Please forward the above responses Todd Franklin at Massive at Todd@GoMassive.com. Massive will configure their side of the integration once the above information is submitted and advise SmartAdvocate to complete the integration. Testing will be performed and once completed we will advise you to begin using the integration.
SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to Massive.
Kindly click the link below to watch our video for the Massive integration:
Please follow the Massive Integration Instructions to submit items to Massive:
Go to the Lien Tracking Screen of your case and add Lienor information. Once completed click Send to Lien Resolution.
Select Plaintiff and click Send to Lien Resolution.
Go to the document screen of your case, select appropriate documents, right click and select email. This will open the email dialog. Enter your Massive representative in the To field.
Completed documents from Massive will be uploaded to the case in the document screen.
Massive will update the lien tracking screen as follows:
Massive | SmartAdvocate |
Claim Status | Comments |
Current Lien Amount | Totals – Confirmed
Lienor – Confirmed Gross Amount |
Final Lien Amount | Totals – Negotiated Lienor – Negotiated/Final Lien Amount (“Negotiated” indicates the post-negotiation value, not the reduction due to negotiation) |
Insurance Company Name | Lienor |
Insurance Company Type | Lienor Type – Health Insurance |
Contact Information for any LRMs | Recovery Agent |
Contact Information for any LRMs | Recovery Agent |
Claim Notes | Comments |
If you have further questions about Massive directly, please contact:
Todd Franklin
Legal Strategist/CEO
Email todd@gomassive.com
Direct 248-213-8700
Cell 248-229-5182
Fax 877-294-7893
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.