Archive for February, 2009

Many 4/1/2009 Auto rate changes are on the way…

Thursday, February 19th, 2009

We are aware of & working on Rate Changes (effective April 1st) for the following auto carriers:





Arbella
Commerce
Encompass
MAIP (CAR)
MetLife

 





OneBeacon
Preferred Mutual
Quincy Mutual
Safety
State Farm

Also, Hanover has a change effective 3/23/2009.

You can bet, you’ll have these new changes BEFORE the effective date so your WinRater is always quoting accurately.

WinRater version 6.0 rollout is complete…

Thursday, February 19th, 2009

WinRater Version 6.0 Start MenuBy now you should have received a SoftSync update from us and installed the latest WinRater upgrade, version 6.0.

The easiest way to tell if you’ve successfully installed this on your PC/network is to check that your WinRater Start Menu is new and colorful, like the picture to the right.

If your start menu does not look like this or if you have any questions, please contact us immediately at 781-449-8585 or support@bostonsoftware.com.

This upgrade has a bunch of improvements including a new start up menu, integrated SinglePoint features, and better screen layouts.

But the 2 most significant improvements that you should be aware of are:

  1. Real Time Rating -Version 6.0 enables your WinRater/SinglePoint to perform Real Time Rating.
    Click here for details.
    Click here for Step-by-Step Instructions.
  2. Integrated RMV Lookup & Prefill -If you license the RMV’s Virtual Private Network, WinRater can now instantly connect to the ALARS system and retrieve driver, vehicle, and/or policy history info. The best part is now it does this at the start of the quote and prefills over 60 rating fields required to get a quote… virtually eliminating all the data-entry grunt work!
    Click here for details.
    Click here for Step-by-Step Instructions.

Baby news!

Monday, February 16th, 2009

HeatherWe’re just under 7 weeks until Heather delivers her bouncing bundle of joy.  Certain body parts are expanding to proportions we didn’t believe humanly possible.  She no longer walks… she kind of waddles.  She has trouble sleeping.  She is only comfortable laying down with a full body pillow.And so… she is going to cut back her hours and take care of herself and baby.  But don’t worry, she will still be available every afternoon to assist agents with SinglePoint support calls.  She is a real trooper.  But please… take pity on her.

Real Time Rating - a huge hit in the first week!

Thursday, February 12th, 2009

Wow! Last week we released Real Time Rating for Plymouth Rock auto policies and the numbers say it all:

5,749 Real Time quotes were run via SinglePoint.

And that’s just for just the week of February 3rd through February 10th!

That’s right, 5,749 Real Time quotes. That’s a lot, don’t you think?!

2 things you can do right now to stay on top of your agency’s rating workflow!

Tuesday, February 10th, 2009

We strongly recommend that all WinRater users:

  1. Make SoftSync your best friend —

    It seems that rating is changing at the speed of light these days as we move from Managed Competition to “un-Managed Competeition”. It’s now more important than ever to make sure your agency is running on the latest version of WinRater.

    We post changes and minor corrections all the time, but you shouldn’t wait for us to email you a SoftSync notice. You can do it on your own, any time of day. Here’s how:

 

Make sure all other users have exited WinRater.

From within your WinRater, click HELP at the menu bar.

Select “Check for Online Updates”.

WinRater will shut down, direct you to our SoftSync system, and begin the updating process automatically.

Once the SoftSync update is finished, the person running the update should re-start WinRater and verify that no additional items need attention.  (In some rare instances, WinRater may require you to perform an additional update task.)

  1. Setup SinglePoint in your agency —

    We don’t want to beat a dead horse… but this is very important! SinglePoint has proven to save agencies time, eliminate errors, simplify the submission process, and generate accurate real time quotes.

    You can Real Time submit to over 16 carriers for auto and/or HO policies. You can get a Real Time auto quote for Plymouth Rock (with another 6 carriers in the pipeline).

    If you are not currently using SinglePoint — for at least some of your carriers — then you are ignoring a simple way of improving your agency workflow. And you have to ask yourself… why not?!

    Call Tonya or Heather today and they’ll step you through the simple setup.

Check out how Real Time Rating works in WinRater

Tuesday, February 3rd, 2009

Still unsure on how WinRater/SinglePoint handles Real Time Rating and Submitting?

Watch this brief video that shows a complete workflow from start to finish: