Learn how to obtain your access key and finalize the integration of Openly into your PL Rating™ with this article.
Availability and Requirements
Supported States
PL Rating™ is currently available for Openly in the following states:
| Status | States |
|---|---|
| Available | AZ, CT, GA, IL, IN, KY, MO, NH, OH, OR, PA, SC, TN, UT, VA, WI |
Browser compatibility
Important: Do not use Internet Explorer for this process. The Openly Agent Portal is optimized for Google Chrome, Microsoft Edge, Mozilla Firefox, and Safari.
Step-by-Step Instructions
Part One: Generate Your Openly Access Key
You must generate a unique key for each agent to associate with their specific credentials.
- Log in to the Openly Agent Portal.
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Select Settings by clicking your profile picture in the upper right.
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Select the Raters & IVANS tab.
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Under the Vertafore® header, click Generate Key.
- An Access Key Created box will appear.
Warning: Do not close this box until you have copied the Access Key. If the box is closed prematurely, you must click Delete Key and generate a new one.
Part Two: Configure PL Rating™
Once you have your key, switch to the PL Rating™ platform to complete the connection.
- Open PL Rating™ and navigate to the Manage Passwords section.
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Locate and select Openly from the carrier list.
- Enter your credentials:
- Username: Enter the email address used for your Openly account.
- Password: Paste the Access Key copied from the Openly Portal.
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Agency Code: Enter any numeric value, as requested by PL Rating™. Do not leave blank.
- Click Save. Your rater should show Openly as enabled for rating. Green means you're able to begin quoting.
Additional Support
- Adding carriers: If you need help adding Openly to your carrier list within the rater, please refer to Adding carrier credentials in PL Rating™.
- Technical support: Because this integration involves third-party software, the Openly Customer Experience Team has limited visibility. If the steps above do not resolve your issue, please contact your Agency Admin or Vertafore® Support.