Question / Issue |
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How do I set up my agency management program bridge in the Comparative Rater? |
Answer / Solution |
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Setting up the bridge to agency management programs in the Comparative Rater:
- Go to the Tools menu and select Agency Management Setup.
- Click on the New button to bring up the Add Mangement System tab.
- From the System Name dropdown list, select your agency management program name.
- NOTE: If you do not see your agency management name in this list, it is possible that this is a bridge company that you will need to purchase a serial number for. You will need to contact your ITC Sales person for more information.
- Tab out of this field to display the default entries for the Executable Name and Bridge Format.
- If you have multiple mangement programs that you want to bridge to, you can click on the option for Primary Management System if you want a specific one to show on the bridge menu list first or before the other(s).
- Click on OK to save and exit this screen.
- You will be taken back to the General tab of the Agency Management System Setup screen.
- Click on Apply and OK to save and exit this screen.
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