How Do I Add Carrier/Carrier Credentials in PL Rating (Vertafore)? (Video)

 

To add or remove a carrier from your PL Rating account, complete the following steps:

1. Log on to PL Rating as the Agency Administrator user.

2. From the Admin menu, select Manage Agency Information. The Agency Information page appears.

3. Click the Carriers tab.

4. Select the carriers/markets to be added for that state and line of business (choose Home for Openly).

5. Verify the changes are correct in the summary and click Finish.

Manage Real-Time Passwords (Classic)

Each user must enter the carrier credential information at their workstation. PL Rating stores real-time passwords on the local workstation, so any additional workstations (laptop, home, etc.) used by users must also have their passwords entered and configured on those workstations.

Entering Real-Time Passwords:

1. From the Admin menu, click Manage Real-Time Passwords.

2. Select the appropriate carrier from the Insurance Carrier Site drop-down list.

3. Enter the required information. Click Save.

4. Repeat for any additional carriers.

Manage Real-Time Passwords (VSSO)

For VSSO users of PL Rating, carrier credentials are stored in Credential Manager (cloud storage). This feature lets you log on to PL Rating from any workstation and use your credentials.

Sometimes, your VSSO Admin may need to enter your credentials or provide you access to enter your credentials.

Entering Real-Time Passwords:

1. To add credentials, click Manage Real-Time Passwords from the Admin menu in PL Rating.  The Credential Manager page appears. Each individual user must enter the credential information for a carrier at their own workstation.

2. Select the appropriate carrier from the Insurance Carrier Site drop-down list.

3. Enter the required information. Click Save.

4. Repeat for any additional carriers.

Our Customer Experience Team is not able to provide additional insight or troubleshooting. If the advice above doesn't resolve your issue, contact the Admin within your Agency, PL Rater/Vertafore, or your Openly Agency Success Manager for further assistance.

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