Carriers

For each quote in Applied Rating Services, you can select the carriers you want to quote with for a new or renewal policy, and you can create carrier groups.

Carrier Selection

1. To access carriers, do one of the following:

• Click the Carriers button on the options bar
• For AutoRater, click File > Select > Carriers on the menubar
• For PropertyRater, click File > Select Carriers on the menubar

2. From this screen carriers can be added and/or removed from the Selected Carriers list.

Add Carriers

1. On the Carrier Selection screen, select the carrier(s) in the Available Carriers list.
   
   Note: Press the [Ctrl] button or the [Shift] button to select multiple carriers in the list.
2. To add carriers, move them from the Available Carriers list to the Selected Carriers list using the Add button .
   
   Note: You may also add a single carrier from the Available Carriers list to the Selected Carriers list by double clicking the carrier.

Remove Carriers

1. On the Carrier Selection screen, select the carrier(s) in the Selected Carriers list.
   
   Note: Hold the [Ctrl] key or the [Shift] key to select multiple carriers in the list.
2. To remove carriers move carriers from the Select Carriers list to the Available Carriers list using the Remove button  or the Remove All button .
   
   Note: You may also remove a single carrier from the Selected Carriers list to the Available Carriers list by double clicking the carrier.

Carrier Groups

From the Carrier Selection screen, Carrier Groups can be loaded, saved, renamed, and deleted.

Load Carrier Group

1. On the Carrier Selection screen click Carrier Groups > Load and select the Group you want to load from the menu.
2. The Group you selected displays on the screen. Make changes to the carrier group if needed; click OK when you are finished.
   
   Note: To save the changes made to the group, click File > Save on the menubar.

Save Carrier Group

1. On the Carrier Selection screen, click Carrier Groups on the menubar and click Save or Save As, depending on whether or not a default or an existing Carrier Group is being used.

• If a default or an existing Carrier Group is being used, click Save As to save the carrier selections as a new carrier group.
• If a default or existing Carrier Group is not being used, click Save to save the carrier selections.

2. Enter a Description for the carrier group and click OK to add the carrier group.

Rename Carrier Group

1. On the Carrier Selection screen, click Carrier Groups > Rename on the menubar.
2. Select the carrier group in the list you want to rename.
3. Enter a new Name for the carrier group and click OK.

Delete Carrier Group

On the Carrier Selection screen, click Carrier Groups > Delete on the menubar. Then, select the carrier group(s) you want to delete in the list and click OK.

Note: Hold the [Ctrl] key or the [Shift] key to select multiple carriers in the list.

Set a Carrier Default

On the Carrier Selection screen, click File > Set As Default to set your selections as the default.

Note: To remove a default, click File > Remove Default and click OK on the pop-up screen.

Renewal Carriers

For AutoRater, you can select carriers for renewal. To select carriers for renewal, click File > Select > Renewal Carriers, then check the checkbox next to the carriers in the list you want for renewals. Click OK.