FSC Rater Version 7.1» Release Notes



Similar documents
Online Statements. About this guide. Important information

The Task Pane within the Workflow screen allows users to receive, send and manage tasks

ACCEPT THE SECURITY CERTIFICATE FOR THE WEB FILTER

NextGen EHR: Clinic Password and User Preferences Setup in PROD

Appendix A How to create a data-sharing lab

Radian Mortgage Insurance

GOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS

Welcome to the Opus Bank Mobile Banking App User Guide

Business Online Banking ACH Reference Guide

14.1. bs^ir^qfkd=obcib`qflk= Ñçê=emI=rkfuI=~åÇ=léÉåsjp=eçëíë

Mikogo Web Conferencing & Remote Support. User Guide (Windows Version)

Adding a File Attachment to a CFS Requisition

Making and Exporting a Backup

User Guide. Opening secure from the State of Oregon Viewing birth certificate edits reports in MS Excel

How to setup a network printer using HP Universal Printer Driver

Order Tracking Tips and Techniques

Recruiter s Resource Guide

MOVEit Encrypted File Transfer

Installation Guide and Machine Setup

PC Troubleshooting Steps

Citrix Client Install Instructions

Table of Contents. 1. Content Approval...1 EVALUATION COPY

Creating and Using Links and Bookmarks in PDF Documents

The UC Learning Center: Disabling Pop-Up Blockers

Scotia Bill Payment Remittance Reporting Service

Setting up an account and logging in using Design & Print Online. Opening a saved project

Installation Guide. Trimble Accubid Time & Material Billing Software

Nexsure Training Manual - Admin. Chapter 11

Federal Program Office (FPO) User Manual

Add a Bank Account. Set Up Recurring Payments

FRONTPAGE FORMS

Java. How to install the Java Runtime Environment (JRE)

Section 1: Overture (Yahoo) PPC Conversion Tracking Activation

Getting Started Guide: Transaction Download for QuickBooks for Windows

MONAHRQ Installation Permissions Guide. Version 2.0.4

HDAccess Administrators User Manual. Help Desk Authority 9.0

GeneSys. Unit Six.Two: Administering a 360 Project. genesysonline.net. psytech.com

Appointment Scheduler

Lab: Data Backup and Recovery in Windows XP

«Intellect» software system

Updated 08/2015. Wire Transfer User Guide

Creating Student List from Agresso

MyTax Illinois Help. General use information Access and logon information... 12

Create a Job Requisition. Create a Job Requisition. Concept

How to Edit an . Here are some of the things you can do to customize your

HealthOffice Anywhere Program Startup s

ADA Applicant Business Process Guide

South China Bullion Client Trading Terminal USER MANUAL

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Initial Setup of Microsoft Outlook 2011 with IMAP for OS X Lion

Volume. Revolutionary. Online. Cool. Scheduling

1. Go to your programs menu and click on Microsoft Excel.

elearning FAQ for Faculty

Purchasing & Enrollment Guide

SIRSI ACQUISITIONS REPORTS List Funded Order Lines

How to Log in to LDRPS-Web v10 (L10)

Velaro End User Guide Velaro, Inc.

Tech Tips Helpful Tips for Pelco Products

Bulk . What s Inside this Guide. Bulk and How To Get There 2. Bulk Setup 4. Bulk Details 7

Electronic Signature Capture

Use the New York City Commodity Code Listing to find the right Commodity Code for your business.

Patient Portal Users Guide

WSDOT ProjectWise V8i Training 101

SiCam Systems Guide. Alarms. Description: Guide for setting up alarms, including linking them to PLCs. (1017 REV 1)

Administrator Quick Setup Guide for OneSource for Salesforce

Lab - Data Backup and Recovery in Windows XP

NAS 221 Remote Access Using Cloud Connect TM

Sign-up Tool User Manual

Online Payments. Intel Learn Easy Steps Activity Card

Transition from Pegasus Mail To Exchange/Outlook 2003

How To Use Senior Systems Cloud Services

Connecting to Wi-Fi Using Windows 7

Installation Guide for Chromebook February 2016

MAPPING THE WEBDRIVE REFERENCE GUIDE

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

Pivotal CRM AvaTax Connector Installation

Scheduling/ Calendar Software Training Manual

Adding Links to Resources

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation

Import credit reports into Best Case Bankruptcy

HPE MyRoom Outlook Add-in Quick Reference Guide

How to use the Online Module Enrolment Application

SSL VPN Setup for Windows

Congratulations on your recent admission to Clemson University! Instructions on How to Connect to Clemson University s VPN

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

NAS 249 Virtual Machine Configuration with VirtualBox

Mail Merge Creating Mailing Labels 3/23/2011

Learning Management System (LMS) User Guide Contents

Web Conferencing Loading Content

Chapter 4. Suppliers

Wayland Student & Adjunct Account Instructions

Outlook Managing Your Items

How to recover IE Client

Transcription:

» Proven» Connection

W Introduction e are pleased to announce the release of FSC Rater Version 7.1. This version brings real-time rating to our flagship product for the first time! This release incorporates real-time rating for the Travelers Quantum Homeowner program. We have made every effort to integrate this new rating type into the highly efficient FSC Rater workflow. If you have any questions about this version of FSC Rater, please contact FSC Customer Support at (800) 433-2550. Thank you for your continued support. Best Regards, FSC Insurance Solutions System Requirements In order to use the real-time rating functions you will need to have a dedicated Internet connection. For best results, we recommend a business class Internet service. You will also need to be appointed with Travelers in order to see rating results. Please contact Travelers marketing representatives for more information on obtaining appointments. Page 2 of 7

Real-time Rating Adding Travelers Quantum With the release of the Travelers Quantum program for California Homeowner, the previous Travelers markets have been removed. To begin, add the new Travelers Quantum program to your list of markets. From the Main View, click on the Setup Wizard button in the lower right hand corner. Figure 1: FSC Rater Main View In the Setup Wizard, click on the Homeowner button. This will launch the list of markets available to be rated in the rater. Press the T key on your keyboard to jump down in the list to the markets beginning with T. Scroll down until the Travelers Quantum RT market is visible and then select the checkbox. Page 3 of 7

Figure 2: FSC Rater Homeowner Market Selection Next, click on the Commissions tab. Scroll down to the Travelers Quantum RT market. Once there, enter your Travelers producer code under the Agent Code heading. If a valid producer code is not entered, you will be unable to obtain a rate for the Travelers Quantum market. If you are unsure of your Producer Code, contact Travelers agent support at (800) 243-1334. Figure 3: Homeowner Commission Tab Click OK to return to the Setup Wizard. Then, click Cancel to return to FSC Rater. Page 4 of 7

Screen Changes Certain data elements are required by Travelers to return a real-time rate that you may not be used to entering. As a result, FSC Rater presents the information, such as Last Name, with a different color to denote the fields that are required to obtain a real-time rate. Figure 4: Enhanced Client Information View Not Rated If required fields for Travelers rating are not completed, the Travelers Quantum RT market will appear in the Not Rated window as shown below. Figure 5: FSC Rater Not Rated Window Travelers Quantum program is a real-time market and it may take a few moments for the rate to return. Until complete, the program will be displayed in the Not Rated section as shown below. Page 5 of 7

Figure 6: Not Rated Window - Waiting for Rates Rating Results The rating results view will automatically re-sort the list and display the results when available. The Travelers market displays just as any other market does, but includes the indicator in the RT column to distinguish it from other markets. Figure 7: Rating Results View Bridging As with other markets, bridging is also available. To send the quote to Travelers, select Travelers and click the bridge button in the main toolbar. Page 6 of 7

Figure 8: FSC Rater Bridge Window FSC Rater will transmit the data to the Travelers Agent site and open a web browser for you to complete policy processing. Obtaining Support If you have any questions about these new features, please contact FSC Customer Support at (800) 433-2550. Thank you and enjoy FSC Rater Version 7.1! Page 7 of 7