PL Rating 2022 R1 Release Notes

DESCRIPTION

Selected clients and all associated quotes can now be transferred to other user(s) within your agency or branch office.

Note: This feature is only available to Agency admins. If an Agency admin does not exist in any related account, the Location admin would then be allowed to transfer business.

When “Select Clients” is chosen:

• Select which Agency and User you wish to transfer clients FROM

• Select the Agency and User you wish to transfer TO

• Select Individual client(s) by checking the checkbox next to the Client Name

• Click the >> (Add)

• Click OK

• A confirmation box will appear; select OK

• A message will appear to confirm the transfer, as well as noting how many transfers took place.

• Clients can be transferred back by using the same process.

• Selecting the checkbox to the right of Last Activity will only select the clients on the active page.

When “All Clients” is selected:

• Select which Agency and User they wish to transfer clients FROM

• Select which Agency and User they wish to transfer clients TO

• The list of Clients will not display

• Click OK

DESCRIPTION

Coverage limits have been updated for VA Auto. If you use quote templates, you may wish to update your templates based on these changes.

DESCRIPTION

Updated “Animals on Premises on Property” info page for NV Home, based on a change in state law.

• The list of dog breeds has been removed

• “Bite History” is changed to “Dangerous or Vicious?”

DESCRIPTION

Support has been added in Responsive CRQ for a Buy Now button. When selected, the consumer will be delivered to that carrier’s consumer-facing website, where they may continue the buying process.

Note: At the time of this release, no carriers have yet implemented this feature.

• This will display only for carriers that support Buy Now

• An agency will need to select the “Show Buy Now” checkbox, per the participating carrier in CRQ Setup.

• This will not display for fake packages, even if the monoline carrier supports it.

• Help text is available for consumer information.

When a consumer selects the Buy Now button:

• A checkmark will display with, “We’ve been notified!”

• The notification will display, “You will be redirected to ‘Selected Carrier’s’ website to complete the issuance of the policy. The ‘Agency Name (from CRQ Setup)’ will be your agent and will be notified of your selection.”

  • The “Selected Carrier” can be a different name than the carrier displayed on the rates page

• An email will be sent to the agency with a subject line that reads as follows:

• The lead in PL Rating will show “Buy Now Selected”

When the lead is pulled into PL Rating, it will show “Buy Now” as the quote status on the rate-comparison page.

• The Quote Report will show the Quote Status as “Buy Now”

DESCRIPTION

For added security, there is now an option to show an agency’s site name instead of showing the consumer its Agency ID in the CRQ URL.

In Admin>Consumer Rate Quotes Setup:

• Click Edit on Agency Setup tab

• The “Responsive” (Mobile Device Compatible) checkbox should already be checked

• Consumer URL

  • Enter agency’s site name in the Site Key field

    • The Site Key can be any text the agency may choose

  • The Site Key will show up in the CRQ URL in place of the Agency ID

  • It is not possible to have duplicate “Site Keys” across agencies

• Click Update

• You can provide either URL to the agency’s website designer in order to open CRQ.

CRQ will now show the “Site Key Value” in the URL, as opposed to showing the Agency ID.

Note: If no Site Key is entered (i.e., it is left blank), the Agency ID will be used as it is today.

 

DESCRIPTION

Support for rating has been added for Auto, Home, Package and Dwelling Fire, pending carrier connections for the state of Alaska. For carrier releases, please keep an eye out for the appropriate announcements that will appear on the PL Rating home page.

Alaska will also be available for:

• Quick Change

• Legacy CRQ

• Responsive CRQ.

DESCRIPTION

Do not allow VSSO to remove PL Rating product access from producers with clients in PL Rating.

For PL Rating, the Agency or Location admin must Transfer Business within PL Rating before the product can be removed from a user in VSSO. The following steps should be completed:

1. Log into PL Rating as an admin user.

2. Select Admin > Transfer Business

3. In the FROM selection drop-down menu, select the PL Rating account and the user you wish to remove

4. In the TO selection drop-down menu, select the PL Rating account and the user where you want to move the clients and quotes

5. Select OK

6. A confirmation box will appear; select OK

7. A message will appear to confirm the transfer and how many.

8. The VSSO admin can now remove the product from the user in the VSSO console.

Note: You may see an error message in the VSSO console if you attempt to remove a user that has clients/quotes in PLR. The following error message will be displayed on the screen (see image below):

The Vertafore Support team must access Audit Entries or Exception Entries reports to review the details:

https://vimadm.identity.vertafore.com/VimAdmin/

• Log in as a VIM admin

• Search for the customer

• Click on the Reports tab for that customer

• Click Exception Entries under Report Type

• Click Export

• Open the file

• Within the Report, find the “Exception Message” column

Note: This user has associated business that must be transferred before product access can be removed. An admin will need to log into PL Rating and transfer the business.

DESCRIPTION

CO Auto – updated UM PD Limit label to UM PD Limit Ded