Rating/Quoting & Endorsement Transactions

1. Set up carriers for endorsement bridge and rating/quoting transactions and begin using the transactions.

2. Attend Real Time rating/quoting webinars sponsored by your user groups, vendor management system, or carriers to learn more about the functionality and tips and tricks to enhance your experience.

3. Rate new business and accounts that need to be remarketed within your management system using Real Time workflows.

4. Continue using Real Time transactions every day for all transactions you need to run. Check back with your vendor and carriers to see if new functionality has been added.