Real-Time Submission of MA Auto and Homeowner Apps from WinRater/SinglePoint to Peerless is temporarily unavailable. Both Boston Software and Peerless are aware of the situation and are working diligently to get the functionality back up and running.

Agents who attempt to submit an app to Peerless’ website, PLIQ, will receive an error message stating that the submission failed. For the moment, agents wishing to place their business with Peerless will need to enter their clients’ information directly into PLIQ. Real-Time Submission in WinRater/SinglePoint for all other carriers is unaffected.

Last month was truly a stellar one for SinglePoint and the processing of Real-Time Rates. On Tuesday June 29th, agents ran over 11,000 quotes through SinglePoint –  a record for the number of Real-Time Rates in one day!

And the year-to-date numbers are really beginning to add up. Last week, we passed the one million mark for Real-Time Rates. That’s right, SinglePoint has run more than one million Real-Time Rates so far this year and that’s just for MA Auto.

With the addition of Arbella, Commerce (soon to be available, we hope!), and a few other carriers on the SinglePoint platform, we believe we will pass the 2.5 million mark by the end of this year. Pretty impressive.

Today we sent out our very first Rollout Report which details the latest features Boston Software is working on for you. We are excited to start this year off with so many new and exciting features which will simplify the quote to issue process. Each month we will be sending out a new Rollout Report with the intent of keeping you in the loop.

Didn’t get the Rollout Report? Check your spam folder and if you don’t see it there, contact us to be added to our email list.

Read February’s Rollout Report

For agents quoting with Travelers, One Beacon and any CGI carrier:
To be sure you are quoting accurately for drivers that were previously licensed in other states, you will need to fill out both the “Priv Pass First Lic” field AND the “Curr Lic Dt” field in WinRater’s Driver’s Information tab.

It is imperative that you fill out both these fields:

• Priv Pass First Lic: The date the insured was FIRST licensed (could be any state).
• Curr Lic Dt: The date that the driver was issued a license in MA.

Click Here to review the WinRater Driver’s Information tab.

Travelers Premier agents are now experiencing the benefits of Real Time Rating in WinRater via SinglePoint for Massachusetts auto policies. After releasing this new feature to agents, it looks as though we are off to a great start.

Agents that write business with Travelers Premier now have the ability to:

• Real Time Rate – Obtain a registry verified quote that is generated by Collaborative Edge.
• Real Time Submit NOW! - Upload the WinRater/Real-Time Quote data, as well as the Travelers Specific Data Requirements directly to Collaborative Edge.

That means literally 100% of the required data is completed in SinglePoint. This is the end of hunting and pecking in the carrier website!

Click here to review Travelers unique requirements that you should be aware of to ensure accurate rating and successful submitting of Massachusetts auto policies.

If you have any questions regarding the SinglePoint workflow and/or setup, please do not hesitate to contact us. You can also obtain information regarding which carriers are on board SinglePoint, training materials, etc, by visiting our SinglePoint Learning Center.

We would like to give a very special “Thank You” to all of the agents who vigorously tested the Real Time Rating for Travelers Premier as well as the staff at Travelers Premier and Collaborative Edge. We consider this a partnership and none of this could be possible without everyone involved.

Charlie and Tonya introduce us to Joe Agent, who discovers how the SinglePoint real-time features can help overcome the aches and pains of Managed Competition.P.S. Can you identify the Boston Software staffers making cameos?

We’ve run a BIG number of real-time transactions:

· 365,000+ The number of quotes calculated through SinglePoint in real time.

· 150,000+ The number of new business Apps submitted through SinglePoint in real time.

· 45,000+ The number of credit reports (for HO renewal scoring) retrieved in real time.

· 5,000+ The number of CSRs registered to SinglePoint software.

And that’s just from January through October of this year!

Thanks to suggestions from agents, we added a new feature within real-time submitting called “Submit Now” that gives you more flexibility and speed when submitting new business to your carriers.

The Submit Now feature allows you to gather 100% of the policy submission data (including all carrier-specific required information) from right within WinRater and transfer it to your carrier web site. Agents can now “skip” the SinglePoint App and proceed immediately to validation and issuance on the carrier web site.

But don’t worry, if you want to access the App for viewing, editing, emailing, or printing, you still can just as you always have.

All Boston Software products, services, and procedures will be compliant with the new Massachusetts privacy regulations. This includes WinRater and SinglePoint software for all lines of business we currently support.

Boston Software in conjunction with our corporate attorneys are hard at work finalizing our written Information Security Plan that is comprehensive in scope and detail. In addition, we have begun implementing a number of measures to ensure the security, confidentiality, and integrity of personal information. These measures include, but are not limited to:

· thoroughly identifying the internal and external risks to personal information currently within our control;
· training Boston Software employees on new internal security requirements;
· upgrade of all Boston Software servers and firewalls;
· building high level encryption of personal data on our desktop and web products including WinRater and SinglePoint;
· utilizing login/passwords where necessary;
· evaluating the ability of each of our third-party service providers to protect private information;
· working with our third-party service providers to implement appropriate security measures.

Given the type of data collected and stored during the rating process, Boston Software is extremely sensitive to this privacy issue. We do not take the responsibility lightly. We are making every effort to protect against any anticipated threats and/or unauthorized access to or use of personal information.

Please contact Charlie Walsh or Tom O’Connor if you have any specific questions at this time.

As of September 1st, MAIP/CAR will require your MAIP ID to be included in the information sent by SinglePoint during submission. This ID is the same one that you use to log into the MAIP website.

In accordance with this new requirement, Boston Software has released an update for WinRater which adds a new “MAIP ID” field on the SinglePoint Settings screen’s “Carrier Credentials” tab (as pictured below). This field is in addition to the current “CAR Assigned Agency Number” and “CAR Assigned Sequence Number” fields which will remain the same.

Please visit: www.bostonsoftware.com/update and click on the ENTER button to download the available update. Once completed, WinRater will prompt you to enter your MAIP ID into this new field along with any other missing credentials for other carriers.

You will be able to “Ignore” the prompt and successfully submit to MAIP without having entered your ID until September 1st. However, WinRater will continue to prompt you upon startup and upon all attempted MAIP submissions until the field is filled. After September 1st, you will no longer be able to submit to MAIP unless you have entered the MAIP ID under the SinglePoint Settings tab.