PL Rating 2018 R4 Release Notes

Users can now quote up to 6 vehicles in PL Rating (Figure 1).

Figure 1: Vehicle Info Screen with 6 vehicles.

The Coverages Detail on the Rate Comparison Screen has been adjusted to allow the users to scroll to see all 6 vehicles listed on the quote (Figure 2). The Coverage Description and Limits stay static and the scroll begins with vehicle 1.

Figure 2: Rate Comparison Screen showing arrows to slide the Coverage Details to view all vehicles.

PL Rating quote proposals will show all 6 vehicles (Figure 3).

Figure 3: Example of PL Rating quote proposal with 6 vehicles.

Removed headers on the comparison screen for Real Time, Manufactured, and Manufactured with One Way Bridge. The comparison screen will now show all carriers in order by premium (lowest to highest; annualized) for all states and lines of business (Figure 1).

The user can sort on the headers for Term, Premium, Annualized, Down, Installment, and Number of Payments on the comparison screen. We also added the ability to sort bycarrier name.

Any carrier that does not rate will show after all rated carriers in alphabetical order.

Figure 1: Comparison Screen showing all carriers sorted by premium with non-rated carriers showing after the rated carriers.

Added ability for the user to sort on the Template Summary headers (Figure 1).

Figure 1: Template Summary – example showing sort on State.

Added the ability for agency admin, location admin, master users, and master admin to control which users can create templates (Figure 2). Allow Template Management is checked by default on all new and existing users.

Figure 2: Agency Admin – Manage Users – Allow Template Management checkbox.

In preparation for additional functionality to CRQ, the following changes were made.

Under Admin – Consumer Rate Quotes Set Up – changed tab name from Real Time Carriers to Carrier Setup (Figure 1).

Figure 1: Carrier Setup Tab

Added a checkbox “Include in CRQ,” so the user can select which carriers they want to quote in CRQ. Any carriers that were previously set up with credentials (as this was the indicator on if a carrier was included in the CRQ rating) will be checked by default for “Include in CRQ.”

To include the carrier in CRQ, check the box for “Include in CRQ” and select “Update” to save the changes. To include for all states or lines of business for that carrier, check the “Apply to All States” and/or “Apply to all Lines of Business” and select “Update.” This will include the carrier in CRQ for all states and lines of business.

Figure 2: Include in CRQ checkbox in edit mode.

Figure 3: Example of “Include in CRQ” checkbox once changes are updated to include for all states.

Added credential validation on the CRQ Carrier Setup so that if a carrier requires credentials for rating and is checked to include in CRQ, validation will happen on the setup page if the required credentials are not entered (Figure 4).

Figure 4: Example of carrier credential validation. Required fields show in red and have to be entered before the “Include in CRQ” can be saved.

Added Named Non-Owner policy type checkbox to the General Information Screen for CA, FL, and TX auto (Figure 1):

• Named Non-Owner will be enabled as long as one carrier on the quote supports it

• If a carrier is selected that does not support Named Non-Owner, that carrier will be removed from the quote. A message will show informing the user of the carriers removed from the quote.

• When selected, the auto-pilot page and vehicle info page are removed from the quote workflow.

• Only one driver can be on the policy. The add driver button will be disabled.

• If the quote state does not match client state, then the Named Non-Owner checkbox is disabled.

• The quote can be changed from a Named Non-Owner Policy to a Full Policy and vice versa.

• Named Non-Owner is not enabled on package quotes.

  • The create package option will not show on a Named Non-Owner quote.

  • Named Non-Owner option will not show on the auto portion of a package quote.

Figure 1: Named Non-Owner policy type checkbox for CA, FL, and TX.