Difference between revisions of "WinRater Rating Integration"
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(Updated with infobox.) |
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The Winrater comparative rating integration is based on standard .AL3 download files. | The Winrater comparative rating integration is based on standard .AL3 download files. | ||
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| + | Winrater cannot currently import files exported from Newton. | ||
| + | <!-- No longer available due to winrater software update --~~~~ | ||
In order to export files from Newton -> Winrater, your agency must be be [[:Category:Download|downloading policies from your carriers]]. | In order to export files from Newton -> Winrater, your agency must be be [[:Category:Download|downloading policies from your carriers]]. | ||
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== Setup == | == Setup == | ||
==== Configure Newton Export to Winrater ==== | ==== Configure Newton Export to Winrater ==== | ||
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#'''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 WinRater'''. | #'''Right-Click''' on the bottom or most-recent downloaded transaction and select '''Upload to WinRater'''. | ||
| − | #The WinRater software will automatically start the import process. | + | #The WinRater software will automatically start the import process. --> |
==== Export a File from WinRater -> Newton ==== | ==== Export a File from WinRater -> Newton ==== | ||
Revision as of 18:40, 5 July 2016
 Required Software Version: September 2015 |
| Related Pages |
| Related Categories |
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
- Complete a quote in WinRater.
- Select Summary in the bottom right-hand corner.
- Select Export.
- Select Export Type -> Standard AL3.
- Select Default Export Type if not selected.
- Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
- Select Ok.
- WinRater creates a file in the selected download folder.
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the WinRater exported file and select Open.
- Select to either use an existing client, or create a new client.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.
