Blog Archives

Real Time Rating & Submitting for MA Auto will soon go live for Commerce, OneBeacon, and Travelers!

Wednesday, August 5th, 2009

We’re putting on the final touches, pilot testing with some agents, and getting ready to ship out our latest Real Time functionality to you. We’ve made a few significant improvements:

· More carriers added – WinRater/SinglePoint will now rate Commerce, OneBeacon, and Travelers directly from Collaborative Edge in real time. You will still enter the rating data as you normally do, but instead of having WinRater calculate the quote, SinglePoint will reach out to Collaborative Edge and retrieve the quote for you.

  Given all the changes in the MA Auto market and the complexity of carrier rate filings, implementing Real Time Rating (and using the carrier’s own rating system to produce the quote) is the best way to assure greater accuracy and agency efficiency.

· More submission data – Got your real time rate and ready to submit it to either Commerce, OneBeacon, or Travelers? Now SinglePoint will transfer more of the data required to submit new business in Collaborative Edge in real time.

   In many cases, 100% of the data will be captured by SinglePoint and pre-filled on the Collaborative Edge screens. You won’t have to hunt & peck through the Collaborative Edge screens to enter some important data, such as Garaging Location or Lendor Info, SinglePoint will pre-fill it for you and get you to the “RMV Lookup” screen in Collaborative Edge faster.

· Streamlined workflow – We made a number of small but significant changes to SinglePoint so that rating and submitting to Commerce, OneBeacon, and Travelers is optimized for your agency.

   For example, we’ve updated the WinRater premium panel, streamlined some of the login procedures (where possible), and simplified some workflow procedures.

Rollout begins…

Our plan is to begin sending SoftSync updates with this new functionality in the near future. It will be a staggered rollout in which we will send updates to approx 50-75 agents per day. This allows us to properly handle training and technical support issues.

Look for more information from us in the coming days. In the meantime, be sure to check out our Learning Center for more information about SinglePoint and Real Time functionality.

And don’t hesitate to contact Jim, Heather, Will, or Tonya if you have any questions or would like to set up your SinglePoint.

N&D plugs into SinglePoint for Real Time Submitting of HO Apps

Wednesday, August 5th, 2009

WinRater/SinglePoint to N&D’s AgentPak system is off & running! Hundreds of Apps already uploaded!

We haven’t forgotten about Homeowners business! By plugging into SinglePoint, N&D agents can now:

· Take a HO quote in WinRater,

· Click SUBMIT in WinRater to create a SinglePoint New Business App,

· And instantly upload the App to N&D’s AgentPak system, with all the data pre-filled in the appropriate fields.

We released this new feature last week and agents are now experiencing the benefits: a faster, easier submission process for new N&D homeowners business.

This is a great way to eliminate double-entry of data and workflow inefficiencies.

If your agency did not receive a SoftSync email that included this new feature, just visit www.bostonsoftware.com/update and click on the ENTER button to begin downloading this upgrade.

Many of you have already been using SinglePoint for Real Time Submitting of Norfolk&Dedham Auto apps and the process is exactly the same for HO apps. So there isn’t much to learn! And of course, if you need help of any kind, just give us a call.

Survey shows SinglePoint is valuable, but still work is needed…

Tuesday, June 30th, 2009


Nearly 500 MA agencies completed a survey for us recently. We wanted to know if you liked SinglePoint and how we could improve it. The good news is that nearly 90% of respondents agreed that SinglePoint is a valuable part of the automation process and has “improved overall agency workflow”. That is music to our ears.

However, the “not so good” news that the survey showed is that SinglePoint needs to continue improving. Respondents told us we need to add more carriers, collect more data, and simplify the workflow even more. We hear you – and, as you can see by the first item in this newsletter (see above), we’ve done just that. And with your help, we’ll continue to improve SinglePoint!

In the meantime, SinglePoint continues to chug along:

· 18,000 = the number of new business Apps agents submitted via SinglePoint in the month of June

· 42,000 = the number of times agents used SinglePoint to real time rate Plymouth Rock Auto

The momentum is definitely building!

Give us a call or visit our SinglePoint Learning Center for more details.

More hours to get real-time Plymouth Rock auto rates

Wednesday, June 3rd, 2009

Plymouth Rock AssurancePlymouth Rock agents will now be able to perform real-time rating and submitting from 7:00 a.m. to Midnight, seven days a week. The expanded hours coincide with the RMV’s increased hours of online availability. Previously the RMV availability ended at 8:00 p.m. Enjoy!

SinglePoint… Smooth Sailing!

Tuesday, April 28th, 2009

SinglePoint logo

Sometimes it’s better to provide facts & figures instead of constantly talking about how great a product is. So we’d like to show you some SinglePoint numbers that tell a great story:

  • Since May 2008:
    - SinglePoint Submissions - over 70,000 Apps have been submitted to carriers for processing.
    - Averaged 3,000 submissions a week.
  • Since February 2009:
    - Real Time Rating - over 124,000 quotes have been generated via SinglePoint real time rating.
    - Averaged 2,400 quotes a day.
  • Number of CSR’s using SinglePoint: 6,000 (approximately)
  • Number of carriers Plugged into SinglePoint: 15 (with more coming!)

For those agents that are not using SinglePoint or question its capabilities, take a look at the numbers.

SinglePoint WILL simplify your agency workflow by eliminating errors that are associated with re-entering of data, saving your agency CSR’s tons of time. Besides, they have better things to do… like selling higher coverage’s and offering support to your customers. Give us a call or visit our SinglePoint Learning Center for more details.

Peerless and Safety - now live on SinglePoint!

Tuesday, April 14th, 2009

Great news! Last week Peerless and Safety Insurance plugged into SinglePoint! You can now submit New Business Auto & Home Apps from SinglePoint to Peerless Agents’ Portal, and Auto Apps from SinglePoint to Safety Express (Safety was already plugged in for Home Apps). We’re happy to announce that it’s been a great success for the first week, the Apps have already begun to pour in!

Peerless Insurance - SinglePoint Real Time Submissions

Friday, April 3rd, 2009

Watch a step-by-step video that shows you how to push your SinglePoint App data through the Peerless’ Agent Portal web site.

Safety Insurance - SinglePoint Real Time Auto submissions

Friday, April 3rd, 2009

Watch a step-by-step video that shows you how to push your SinglePoint App data through the Safety Express web system.

SinglePoint Real-Time Submission - Basic Workflow

Friday, April 3rd, 2009

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.