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Sets of rates can also be arranged into Rate Groups. These Rate Groups can then be shared in different accounts, or used during Advanced Execution. Adding a rate to a Rate Group is very easy. From the Rate Groups screen select the Add Rates button, select a Rate Code, specify the state if the rate is state-specific, and then enter the rate. Grouping rates into a Rate Group and Sharing is only a couple more steps.
Using Rate Groups, you can now set up different rates for the same carrier. Some possibilities include:
And then you can easily exchange Rate Groups during Advanced Execution and quickly attach them to other Programs. No need to repeatedly type in rate code information. You can also choose to share your Rate Groups. Shared Rates can then be used by other people in your agency. For a live demonstration of SurePath and SureForm, please contact our Los Angeles office at (818) 783-3460, or email us at info@insurevision.com. |
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