WinRater Rating Integration

Required Software Version: September 2015

Related Pages

Rating Integration Comparison Chart Training 2: Setting Up Your Agency

Related Categories

Rating Integration

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

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

Setup

Configure Newton Export to Winrater

1. Select Other -> Upload Configuration. (If unavailable, contact Agency Systems Support to enable the upload configuration options.)

   

2. Select New.
3. Select Upload to WinRater.

   

4. Leave all defaults. Select Ok

   

Processing

Export a File from Newton -> WinRater

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

1. Configure Newton Export to WinRater.
2. Load the 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 WinRater.
6. The WinRater software will automatically start the import process.

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.