Company Integration

Company Integration enables you to upload quotes to an insurance carrier’s portal.  

The Company Integration feature is accessed from Applied AutoRater and Applied PropertyRater after the quote has been processed from the underwriting screen.

1. On the Quote Summary screen, select a supported Data Exchange carrier by clicking on the carrier name on the Summary panel, or click on the carrier name in the list of carriers that display on the left side of the screen.
2. The Carrier Detail screen for the selected carrier displays with the details of the quote. Click Integration on the options bar and select Company Integration from the menu.
3. Follow the directions on screen to perform the Data Exchange with this carrier.
   
   Note: From this point on, the company Integration is carrier specific for each carrier; thus, the workflow for the integration will be different for each carrier.