Add or Remove a State or Carrier/Market

There may be times when the PL Rating state or carrier/market selection needs to be adjusted due to changes in state or carrier/market appointments or new states or carriers/markets becoming available in PL Rating. To make these changes, you must login to the PL Rating program as an agency Administrator.

For a video about this feature, click here.

To add or remove a state 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 States tab.
  4. Select the states to be added or removed.
  5. Click the Carriers tab.
  6. If you are adding states, select the new State from the drop-down list and select the Line of Business.
  7. Select the carriers/markets to be added for that state and line of business.
  8. Click Finish.
  9. Verify the changes are correct in the summary and click Finish.
 

The changes made are immediate. If a new carrier/market is added, each user will need to add their carrier credentials under Manage Real-time Passwords from the Admin menu.