Difference between revisions of "PL Rating Integration (Vertafore)"

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[[Category:Rating Integration]]
 
[[Category:Rating Integration]]
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|November 2014]]</td>
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</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li>
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<li>[[Training 2: Setting Up Your Agency]]</li>
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</ul>
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</td>
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</tr>
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 +
<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Rating Integration|Rating Integration]]</li>
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</ul>
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</td>
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</tr>
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</table>
 
The PL Rating comparative rating integration is based on standard .AL3 download files.   
 
The PL Rating comparative rating integration is based on standard .AL3 download files.   
  
 
http://www.vertafore.com/All-Products/PL-Rating
 
http://www.vertafore.com/All-Products/PL-Rating
  
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In order to export files from Newton -> PL Rating, your agency must be be downloading policies from your carriers.
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In order to export files from Newton -> PL Rating, your agency must be be [[:Category:Download|downloading policies from your carriers]].
 
== Setup ==
 
== Setup ==
 
==== Configure PL Rating Import from Newton ====
 
==== Configure PL Rating Import from Newton ====
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#An admin user for PL Rating must log in.  https://rating.silverplume.com/UserInterface/main/login.aspx
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#An admin user for PL Rating must log in.  https://rating.vertafore.com/UserInterface/main/login.aspx
 
#Select '''Admin -> Manage Agency Information'''.
 
#Select '''Admin -> Manage Agency Information'''.
 
#Select the '''Products Tab'''.
 
#Select the '''Products Tab'''.
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==== Configure Newton Export to PL Rating ====
 
==== Configure Newton Export to PL Rating ====
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#Contact [http://www.agencysystems.com/support Agency Systems support] to enable the upload configuration options.
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#Select '''Setup -> Upload Configuration'''. ''(If unavailable, contact [[Help:Contents|Agency Systems Support]] to enable the upload configuration options.)''
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#Select '''Other -> Upload Configuration'''.
 
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#:[[File:Menu-other-uploadconfiguration.png]]
 
 
#Select '''New'''.
 
#Select '''New'''.
 
#Select '''Upload to PL Rating'''.
 
#Select '''Upload to PL Rating'''.
 
#:[[File:menu-other-uploadconfiguration-uploadtoPLRating.png]]
 
#:[[File:menu-other-uploadconfiguration-uploadtoPLRating.png]]
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#Leave all defaults. Select '''Ok'''
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#Leave all defaults. Select '''Ok''' ''(Note: Only Home and Personal Auto Policies can be uploaded from PL Rating).''
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#:[[File:menu-other-uploadconfiguration-uploadtoPLRating-uploadconfig.png]]
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#:It is recommended to leave "Overwrite file if it already exists" unchecked. When you click "Upload" on the Rater website, check "Remove file" there.
  
 
== Processing ==
 
== Processing ==
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#[[#Setup|Configure Newton Export to PL Rating]].
 
#[[#Setup|Configure Newton Export to PL Rating]].
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#Load the Client on one of the four Client Tabs.
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#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
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#Select the '''DL Risk''' tab.  
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#Select the '''Download''' tab.  
 
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to PL Rating'''.
 
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to PL Rating'''.
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==== Export a File from PL Rating -> Newton ====
 
==== Export a File from PL Rating -> Newton ====
 
#[[#Configure PL Rating Import from Newton|Configure PL Rating Import from Newton]].
 
#[[#Configure PL Rating Import from Newton|Configure PL Rating Import from Newton]].
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#Log into PL Rating. https://rating.silverplume.com/UserInterface/main/login.aspx
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#Log into PL Rating. https://rating.vertafore.com/UserInterface/main/login.aspx
 
#Select a '''Client'''.
 
#Select a '''Client'''.
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#Select the desired '''Quote'''.  
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#Select the desired Home or Personal Auto '''Quote'''.  
 
#Select '''Export Quote Data'''.
 
#Select '''Export Quote Data'''.
 
#Verify the following parameters are configured: (Once configured, these settings will be saved for future use.)
 
#Verify the following parameters are configured: (Once configured, these settings will be saved for future use.)
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#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
#:[[File:QueueDL.png]]
 
#:[[File:QueueDL.png]]
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#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Other -> Download'''.  If the download management system was already open, the import process starts automatically.
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#The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Company -> Download'''.  If the download management system was already open, the import process starts automatically.
 
#Select to either use an existing client, or create a new client.  
 
#Select to either use an existing client, or create a new client.  
 
#The system will automatically assign a unique quote number.  Optionally a number can be manually assigned.  
 
#The system will automatically assign a unique quote number.  Optionally a number can be manually assigned.  

Latest revision as of 16:21, 28 May 2024

Ic info black 24dp.png Required Software Version: November 2014
Related Pages
Related Categories

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

http://www.vertafore.com/All-Products/PL-Rating

In order to export files from Newton -> PL Rating, your agency must be be downloading policies from your carriers.

Setup

Configure PL Rating Import from Newton

  1. An admin user for PL Rating must log in. https://rating.vertafore.com/UserInterface/main/login.aspx
  2. Select Admin -> Manage Agency Information.
  3. Select the Products Tab.
  4. Select Eclipse in the right hand menu. Select Next and Finish/Ok.
  5. Log Out of PL Rating.

Configure Newton Export to PL Rating

  1. Select Setup -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)
  2. Select New.
  3. Select Upload to PL Rating.
    Menu-other-uploadconfiguration-uploadtoPLRating.png
  4. Leave all defaults. Select Ok (Note: Only Home and Personal Auto Policies can be uploaded from PL Rating).
    It is recommended to leave "Overwrite file if it already exists" unchecked. When you click "Upload" on the Rater website, check "Remove file" there.

Processing

Export a File from Newton -> PL Rating

Only policies previously downloaded from insurance carriers can be exported from Newton to PL Rating.

  1. Configure Newton Export to PL Rating.
  2. Load a client on one of the client tabs.
  3. Select the Download tab.
  4. Left-Click the (+) band to expand the desired policy number.
  5. Right-Click on the bottom or most-recent downloaded transaction and select Upload to PL Rating.
  6. The PL Rating web page will automatically launch.
  7. Enter the log in information and install the plugin if prompted.
  8. Select Import in the top left corner. (If the button is not visible, see Configure PL Rating Import from Newton.)
  9. Leave all defaults options. Select Import in the top right corner.
  10. A message may display stating certain fields are undefined by PL Rating. Select OK.

Export a File from PL Rating -> Newton

  1. Configure PL Rating Import from Newton.
  2. Log into PL Rating. https://rating.vertafore.com/UserInterface/main/login.aspx
  3. Select a Client.
  4. Select the desired Home or Personal Auto Quote.
  5. Select Export Quote Data.
  6. Verify the following parameters are configured: (Once configured, these settings will be saved for future use.)
    Connect Partner: Eclipse
    Export File Name: C:\Amsrack\Integrat\Eclipse\Amsexport.al3
    Execute File Name: T:\Empire\Programs\QueueDL.exe (Substitute T: with the drive letter for your Newton installation.)
    Execute Params: C:\Amsrack\Integrat\Eclipse\Amsexport.al3
    Plrating-setup-exportoptions.png
  7. Check Execute Enabled then select Export.
  8. Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
    QueueDL.png
  9. The quote can now be imported through the normal daily download process from any machine in the office by selecting Company -> Download. If the download management system was already open, the import process starts automatically.
  10. Select to either use an existing client, or create a new client.
  11. The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
  12. Enter the Company Code for the policy. Select Ok.
    Download-make-policy-fromplrating.png
  13. The file has now been processed.
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