IP setup for the FSC Rater:

1. Open InsurancePro.
2. From the Main screen, select Load Data from Rater.
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3. You will get a No Records Found box, click on OK.
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4. From the Transfer from Rater screen, click on Settings from the menu and choose FSC Bridge.
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5. The default path displayed is C:\InsurancePro Remote\FSCBridge, click on Done if this
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FSC Rater setup for IP:

1. Open the FSC Rater.
2. Go to the Tools menu and select Setup...
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3. Click on the Management System Exporter tab.
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4. The Destination path should be where InsurancePro is installed and include the folder for the file export from FSC, for example C:\InsurancePro Remote\FSCBridge.
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5. To bridge a quote from FSC, go to the Tools menu and select Export...
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NOTE: You must first rate a quote to enable the Export option above.

        6.  After you have exported quotes from FSC, go into InsurancePro and select Load Data From Rater from the main menu screen.

 

7.  When the Transfer from Rater screen appears you will see multiple clients appear. 

8.  You will need to place a checkmark next to each one that you want to upload into InsurancePro.

9.  Once you have select your clients, click on the Upload button at the bottom of the screen.