Did You Know? (Videos)

Did you know you can customize PL Rating with third-party data options? Here's what you need to know.

Your elementary school teacher may have taught you addition and subtraction - but Geoff is the expert on "math" when it comes to PL Rating. Watch as he shows you how to add and remove carriers.

More states are requiring license numbers to be featured on customer-facing documents. PL Rating makes this easy to do!

Explore how to use the additional interest area of the quote workflow in PL Rating.

We think you can be even more efficient. Learn how Admin Settings can help ensure your entire agency has the tools that they need.

Sit back, relax, and let's give you a refresher on the integration of AgencyZoom and PL Rating.

Your home quote workflow now includes access to private flood premiums - automatically! See it here.

Reporting has never been easier. Learn how the audit history functionality in PL Rating can streamline reporting.

It's your time to shine with automatic life insurance quoting in PL Rating thanks to BackNine!

PL Rating offers a daily bulk data dump, that includes all data short of company-specific questions.

Improve your quoting process with the second rate indicator in PL Rating, which helps you offer personalized solutions and great service to your clients while boosting efficiency and accuracy.

Gain client trust by allowing them to opt out of sharing contact information or listing additional insureds—and making sure those privacy settings are saved in PL Rating.

A recent PL Rating update offers greater ease of use for Windows users + support for Mac OS users!

Quote quicker in PL Rating as you no longer need to address variables such as pools or trampoilines on a per-company level with the new Consolodated Home Characteristics.

Unleash the power of Consumer Rate Quotes in PL Rating to accelerate your quoting process and deliver a great online client experience.

Better understand the new reporting options in PL Rating for your CRQ status report.

Let's upgrade your Consumer Rate Quotes (for free!) The new CRQ has the same easy-to-use flow for your customers and prospects but has a new modern look and feel with a responsive design for any device.

Empower your team to provide better customer service using templates in PL Rating.

It's easier than ever to generate reports of carrier's credentials in Credential Manager.

You now have access to a "how did you hear about us?" option within Consumer Rate Quotes to easily track leads for your organization.

Create a better user experience for your end-insured with premium display options in PL Rating.

Did you know you can create agency or client-specific proposals for ALL lines of business in PL Rating? See the options for custom quote proposals and where to access them.

We'll cover data validation for every step in PL Rating so that you have freedom of movement in quote workflow.

Introducing a new feature in PL Rating! Make your quoting process quicker and more accurate by ensuring client driver's license numbers are in the correct format with the validation tool.

Enhance efficiency and streamline management in your agency by easily customizing carrier access across states and lines of business in PL Rating.

Check out how PL Rating’s integration with your management system simplifies your daily processes. You’ll eliminate duplicate entry, saving you time and minimizing the chance for errors.

Learn how to see the list of 30+ PL Rating integration partners without leaving the system.

Learn how to incorporate GeoVera earthquake quoting with home quotes in PL Rating.

Google Maps is now integrated into the system to allow you to directly view properties through PL Rating. Here we show you how it works and what features you may want to utilize, such as the ability to measure distance to coastline.

Quickly address invalid carrier credentials in PL Rating without the headache.

Did You Know? The PL Rating IP Security Address can be personalized by user type, allowing customized user restriction? It sounds tricky, but we will walk you through, step-by-step.

In just a few clicks, you can transfer licenses to different branches in PL Rating.

Learn how to easily share carrier credentials with other employees, locations, and branches with market access in PL Rating.

The market access module in PL Rating give agents more options to configure parent/child accounts.

Within PL Rating, you may gain access to MSB data from CoreLogic - learn how to get it and why you need it by following along in this Did you know? video.

Explore the notes feature in PL Rating! Each note includes a date and time stamp, along with the creator's name for a clear record. Plus, notes will open in a separate, resizable window for easy access during the quoting process. Watch this to see how notes can streamline your workflow!

Learn how to generate a QR code directly from Consumer Rate Quotes in PL Rating to quickly drive traffic to your website—ideal for marketing materials or business cards.

A quick video about Quick Change. Easily manipulate auto quote details and resubmit to carriers with a single click.

With the reports available in PL Rating, you can gain insights into your quotes, transactions, and general processes. Learn tips for these reports as well as what each report can highlight for your business in this Did you know? video.

Ensure accurate rates and streamline your workflow! Watch this and learn how to easily enter individual items for scheduled personal property on home quotes with PL Rating.

We're not switching things up - just making them easier. Learn how you can use PL Rating for a single click to switch to change the named insured - making it easy to resubmit to a carrier.

Quoting homeowners in PL Rating is easier than ever with the option to switch named insureds.

Customize templates to streamline your quoting processes. In this Did you know? video, learn how Templates in PL Rating can help you target your ideal quoting methodology and foster faster response times for your customers.

See the new navigation bar in PL Rating—designed to match other Vertafore products for easy access to leads, reports, and resources.

Explore the various free resources that will help you get the most out of your PL Rating experience in this Did you know? video. We'll show you Vertafore University and in-product Help, so you can get the answers you need when you need them.

Don't use Vertafore Single Sign On to access PL Rating? No problem. Learn your options for unlocking accounts as a native user.

Track that lead! Monitor all your marketing and sales initiatives with PL Rating's URL-based lead tracking feature.

In the new PL Rating enhancements, you can now create your own user types. Learn how in this video.

Violation Prefill puts court-based traffic violations in the system so you can give your customers more accurate rates.