Question / Issue |
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How do I bridge to my agency management program? |
Answer / Solution |
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Bridging to an agency management program from the Comparative Rater:
- You will need to be sure that you have your agency management program set up in the Agency Management Setup in the Comparative Rater before you attempt to bridge.
- Open and rate a quote.
- You have two options to bridge:
- From the Comparison screen left click to highlight a company (if you fail to do so, the program will just select the first company on the list) and click the bridge icon on the toolbar at the top of the screen.
- This will bring up a dialog box to allow you to either select the company or your agency management program.
- Go to the quote Breakdown screen for a specific company and click the bridge icon on the toolbar at the top of the screen.
- This will bring up a dialog box to allow you to either select the company or your agency management program.
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