With our latest update, easily sync Auto/Home category policies with raters like TurboRater, PL Rater, and QuoteRUSH directly from the policy module.
Use Case: Sync Auto/Home policies with leading raters, enabling quick, accurate quotes directly from the policy module.
Note: For policies we are syncing -> AccountDetails, ContactDetails, Coverages, Drivers, Vehicles and Home Related Info.
To View the Enhancement:
- Navigate to the settings module
- Then, within Configurations, click on Rater settings.
- By Default, PL Rater, QuoteRUSH & Turborater will be on disabled
- Click to Enable.
- After clicking on Enable, a side panel will appear saying Form Settings for PL Rater, Turborater or QuoteRUSH.
- We need to select existing forms for Auto/Home. These forms are available in the forms module.
- Once you enable the Home/Auto form settings within the rater settings, a success message will appear, stating: ‘Settings are enabled.
- Now go to the Policies Module
Policy category is set to Auto:
- Click on the action button and from the drop-down, you can select either to sync it with PL Rater, QuoteRUSH or Turborater.
- Once you click sync with either PL Rater , QuoteRUSH or Turborater.
- A pop-up will be displayed saying :Success submitted to quoting platform.
Policy category is set to Home:
- Click on the action button and from the drop-down, you can select either to sync it with PL Rater, QuoteRUSH or Turborater.
- A pop-up will be displayed saying :Success submitted to quoting platform.
