WinRater Rating Integration

Required Software Version: September 2015

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Rating Integration

The Winrater comparative rating integration is based on standard .AL3 download files.

Winrater cannot currently import files exported from Newton.

Export a File from WinRater -> Newton

1. Complete a quote in WinRater.
2. Select Summary in the bottom right-hand corner.
3. Select Export.
4. 
5. Select Export Type -> Standard AL3.
6. Select Default Export Type if not selected.
7. Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
8. 
9. Select Ok.
10. WinRater creates a file in the selected download folder.
11. Switch to the Newton window from any machine in the office.
12. Select Other -> Download.
13. Select Add Files.
14. Highlight the WinRater exported file and select Open.
15. Select to either use an existing client, or create a new client.
16. Update the Company Code for the quote if necessary. Select Ok.
17. The file has now been processed.