Initial Setup Information (Classic)
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This topic is for users that do not use Vertafore Single Sign-On (VSSO). Please see the article Initial Setup Information (VSSO) if you are a user that does use VSSO. |
Congratulations on choosing PL Rating, the personal lines rater. This document shows step-by-step instructions on how to install and set up PL Rating on your workstation.
The following must be completed on each workstation:
- Workstation Setup
- Manage Real-Time Passwords
The following must be completed in PL Rating by the agency administrator:
- PL Rating User Setup
- Carrier Setup
System Requirements
- Windows 8, 8.1 (32- and 64-bit), 10, and 11
- Chrome, or Microsoft Edge
- Internet connection (ISDN or higher recommended)
- Adobe Acrobat Reader 10 or later. Free download available at adobe.com
Users must have workstation Administrator rights in order to launch the setup programs necessary to use the following PL Rating features:
- Real-time rating
- Integration
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If you use Citrix or a Terminal Server, please refer to your Network Administrator for assistance. |
Additional setup information for the classic logon method can be found by clicking the links below.