How to Create a Motorcycle Template (CA Only)

In the steps that follow, we show you how to create a Motorcycle Quote Template in PL Rating

  1. Under the Admin Menu, select Manage Templates.

  1. Selecting Manage Templates will open the Administrative Utility to choose the Line of Business.

Choosing a Line of Business will open the Template: Administrative Utility - Line of Business Summary.

The user can create a new template by selecting New, or edit an existing template from the list by clicking Edit.

When selecting New or Edit, the user will be directed to the chosen Line of Business to create/edit the template.

Enter or edit the template name. Check the box if you want to use the template for all new quotes. Then choose or edit the companies that you want to rate with when using the template. You may change the company selection during quote entry.

Company Specific question default can also be set. The questions shown will be only for the companies that are selected for the template. Not all company questions can be set in templates, as some are conditional on quote characteristics.

Sharing Templates with others, either at your location or at other agency locations, can be done on the Locations screen.

If the agency does not have multiple locations, the user will not see the last two choices for shared locations.

Restricted Users, Location Users, and Agency Users will not have access to this screen. All templates created by these users are private. Only Agency Admin and Location Admin will have access to the Locations screen and can share templates.