InsuredMine CRM | Optimize and Grow Your Insurance Agency

PL Rater Form

In this article, you will learn:

The PL rater form sync feature automates the process of integrating form data with the PL rater system, ensuring a simplified and efficient transfer of information. This enhancement eliminates manual needs of entering data which saves your time.

Use Case:

This form sync feature saves times  and reduces error by automatically transferring form data to the PL Rater system, ensuring accurate  and efficient  data management.

To View the Enhancement:

How the Sync Process Works:

  • Navigate to the Forms Module.
  • Then, click on the templates.
  • Select PL Rater pre-built template.
  • Click on the three dots to edit.
Note: There are 2 PLRater Forms- AutoP and Home
  • Once the form is filled, click submit.
  • Once you submit the PL rater form, you can find the form in the form list.
  • Navigate to the settings icon and click on it.
  • Choose the Form and then click on three dots to select “Form Automation.”
  • Then you will be re-directed to Pipeline settings, where a deal card will be created.
  • Then, click to view the form.
  • Next, click on Submit.
  • A deal card will be then created within the pipelines module.
  • Click on the deal card to view its details.
  • Navigate to the button, to click on the intake form.
  • Select the eye button to preview the form.
  • Navigate to the bottom of the form where you will find ‘Form Synced with PL Rater.’ Then,——-> go to the PL Rater. 
  • Next, you will be redirected to PL rater website.
  • All the details you have mentioned in the form will be synced with the details.
  • Select the Companies.
  • Then, click Next.
  • Select the Zip code, City Description and Country Description.
  • Next, click on ok.
  • Add general information within the PL rater form.
  • Click Next.
  • Click on  Next.

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