Manage Real-Time Passwords (Classic)
Real-Time Passwords Setup (Video)
For assistance, please watch this video on Setting up your Real-Time Passwords.
This topic is for users that do not use Vertafore Single Sign-On (VSSO). Please see the article Manage Real-Time Passwords (VSSO) if you are a user that does use VSSO. |
The Manage Real-Time Passwords feature (required to activate Real-Time rating) accomplishes the following:
- Direct access to carriers’ websites in order to allow the quote to be completed by using the real-time rating process, then retrieving and displaying the quote information in PL Rating.
- For agencies that have carriers which require multiple producer codes for commission assignment, affinity programs, or for carriers that have different credentials for individual states, this feature allows you save and retrieve these codes in the quoting process.
- A carrier selection restriction has been included and is applied when a user has not saved any credentials for a particular carrier by providing and easy-access link to the Manage Real-Time Password page so credentials can be entered and saved quickly.
Credential information for carriers must be entered by each individual user at their own workstation. PL Rating stores real-time password on the local workstation, so any additional workstations (laptop, home, etc.) used by the user must also have their passwords entered and configured on those workstations.
- From the Admin menu, click Manage Real-Time Passwords.
- Select the appropriate carrier from the Insurance Carrier Site drop-down list.
- Enter the required information.
- Click Save.
- Repeat for any additional carriers.
Alternatively, you can also add credentials when you create a new quote and are on the Companies selection page.
On the Companies selection page, a carrier that has credentials entered appears with a blue hyperlink. If you hover over the hyperlink, the carrier credentials will display (it will also inform you if you have more than one set of credentials for that carrier). You can also click the link to get to the Manage Real-Time Password page for that carrier.
A carrier that appears with a red hyperlink on the Companies selection page indicates that credentials have not been added for that carrier. If you hover over the hyperlink, a message will appear stating credentials have not been entered. You can click the carrier name to go the Manage Real-Time Password page to enter your credentials.
You will not be able to select a carrier for rating unless credentials have been entered. Additionally, if you select a carrier that has multiple credentials, you will be prompted to select the appropriate credentials before proceeding with the quote. |
If your agency uses the network version of TransactNOW®, all carrier credentials are entered and stored on your TransactNOW server. If you are a TransactNOW network user, you will not be able to update your carrier credentials in PL Rating.
If a carrier on the Companies selection page is missing credential information, click on the carrier name. The Manage Real-Time Passwords page will appear. Here you will be prompted to enter your TransactNOW User Name and Password and then click Verify.
Once you click Verify, a Login Successful message will appear. You now need to contact your TransactNOW Administrator to add the carrier credential information into TransactNOW.
This topic is for users that do not use Vertafore Single Sign-On (VSSO). Please see the article Manage Real-Time Passwords (VSSO) if you are a user that does use VSSO. TransactNOW typically does not require an Agency Code (referred to as a Carrier PIN in TransactNOW). If you have a carrier set up in TransactNOW but the name still appears in PL Rating as red (no credentials), then the agency code (Carrier PIN) is probably missing in TransactNOW. |
Once you enter your TransactNOW User Name and Password and click Verify, the Mange Real-Time Passwords page will appear so you can enter or update your credentials. These credentials are share between PL Rating and TransactNOW.
If a carrier/market does not require credentials for rating, then PL Rating will no longer force credentials to be entered on the Select Companies page. Those carriers will show without a hyperlink.
If a carrier/market only requires credentials when bridging/submitting, then PL Rating will prompt the user to enter or select the credentials at that time to launch the carrier website.