Rating Engine

Rating Engine

Raining Engine and Easy Links Tutorial

Rating engine🤖

EZLynx 5 - Comparative Rater Quoting for Personal Lines

EZLynx 5 - Personal Lines Quote Results

How to Set Up Rater Logins - Loom Control Menu - 21 September 2023

Setting Up Rater Logins with API Keys✨

• This is for Guard using Ezlynx and Tarmika

To set up your rater logins, please follow these steps and watch this Loom Control Menu - 21 September 2023

• Log in to your account in the carrier’s website💻

• Go to Settings then Third-Party Rater/API Credentials

• Select the LOB and in the Rater/API choose EZLynx then hit Create

• Once you already have your credentials generated, Go to EZLynx > Settings > Carrier Quoting Setup

• Look for the carrier then hit View Details and go to Login tab

• From the carrier’s website, copy and paste the Access Key and Secret Key then Hit Save and Test and you’re done! 

  • Pro Tip 💪 You need to save the Access Key and Secret Key in your note pad so you’ll have it handy.

Helpful Articles💡

• Rating Engine - How to run a Quote

• Templates! 

• Rating Engine - Vehicle Premium Breakdown

• Switch the Applicant & Co-Applicant for Quoting🔀

• Rating Engine - Side-by-Side View for Drivers & Vehicles

• Sync Applicants🔄

• Sync Policies with Rating Applications for Fast Remarket

• Check out the PURL 📲- We can use this upon new business and renewal when working with customers that want to update their information in the portal.

• Exploring an Awesome Feature for Easy Quote Submissions Video Quote Automation!! (let operations know if you want this turned on for new and renewal business!) 

• Quote Results Automation

• Personal Quotes Proposal Beta