WinRater Rating Integration

Required Software Version: September 2015

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Rating Integration Comparison Chart Training 2: Setting Up Your Agency

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Rating Integration

The Winrater comparative rating integration is based on standard .AL3 download files. Since the Winrater export is a generic .AL3 export, official support from Winrater is not included and the export provided "as-is".

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. Select Ok.
9. WinRater creates a file in the selected download folder.
10. Switch to the Newton window from any machine in the office.
11. Select Company -> Download.
12. Select Add Files.
13. Highlight the WinRater exported file and select Open.
14. Select to either use an existing client, or create a new client.
15. Update the Company Code for the quote if necessary. Select Ok.
16. The file has now been processed.