How Do I Set Up PL Rating (Vertafore) to Quote With Openly? (Video)

 

The video above and the text below provide instructions on setting up your PL Rating (Vertafore) with Openly for quoting.

Configuring PL Rating for quoting requires more than just your login credentials. This guide will help you obtain your access key and finalize the integration of Openly into your PL Rating.

Note that PL Rater is available for setup in the following states: Arizona, Kentucky, Missouri, Ohio, Pennsylvania, South Carolina, Tennessee, and Wisconsin.

Please avoid using Internet Explorer for this process, as the Openly Agent Portal does not support it. We recommend using Google Chrome, Microsoft Edge, Mozilla Firefox or Safari.

1. Visit portal.openly.com and log in.

2. Click on the Settings button at your screen's bottom left.

3. Click on the Integrations tab.

4. Under the Vertafore header, click on the Generate Key button.

5. Do NOT close this box until you have copied the key. If you accidentally close it, you can click the Delete Key button to generate a new key. 

6. Go to PL Rating.  

7. You will see that Openly is not yet set up to rate. Select Openly, and enter your login credentials.

  • Your username is the email address you used to sign up with Openly.
  • The password is the access key you can copy and paste from the Openly Integrations section. 
  • The Agency Code requested by PL Rating can be any non-empty value, as Openly does not currently use it.

8. Click Save. Your rater should show Openly as enabled for rating. Green means you're able to begin quoting.

9. If you need help adding carriers to your rater, see this article, How Do I Add Carrier/Carrier Credentials in PL Rating (Vertafore)?


Our Customer Experience Team is not able to provide additional insight or troubleshooting. If the advice does not resolve your issue, contact the Admin within your Agency, PL Rating, or your Openly Agency Success Manager for further assistance.

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