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:
- Log on to PL Rating as the agency Administrator user.
- From the Admin menu, select Manage Agency Information. The Agency Information page appears.
- Click the States tab.
- Select the states to be added or removed.
- Click the Carriers tab.
- If you are adding states, select the new State from the drop-down list and select the Line of Business.
- Select the carriers/markets to be added for that state and line of business.
- Click Finish.
- 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. |