Rate Manager Configuration

In this area, configure global activity and attachment settings to help automate Rate Manager workflows. Set up activities to track business written or not written with each carrier, or generic activities for each Rate Manager session. Determine whether quote results from each session attach to the client’s account. Each carrier determines the format in which these results save.

Your selection for each setting applies to all users in the system; you cannot configure them on a per-user basis.

1. Access the Configure area.

   From the Home screen, do one of the following:

   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click Real-Time on the navigation panel or Areas > Real-Time on the menubar.
3. Click Rate Manager on the navigation panel.
4. In the Activities section, opt to create one activity for each quote session or one activity for each carrier quoted in the session.

5. To save quote results from each Rate Manager session to the client’s Attachments list, select Default attach result information to client.

6. Exit the screen when you are finished. Your changes save automatically.