Load Data from Rater

1. If you do not want to go directly to Insurance Pro when bridging and want to pick the quote up inside Insurance Pro at a later time select No.

2. Once you open Insurance Pro and want to import the bridged quote into your system, choose Load Data from Rater.

3. Select your quote to upload into Insurance Pro from the list by placing a check mark in the box next to it. Click the Upload button to Import the quote into Insurance Pro.

4. You can choose to delete the selected by placing a check in the box next to their name and clicking on the Delete button.

5. You can also search through the list if you need to. You can search by Name, Policy Number, or by a date range. Once you have this entered, click Find to pull up the policies you are looking for.