This integration is a one-way export from Agency MVP to PL Rating. You will start your quotes in Agency MVP first, then by the click of a button, you can transfer all your data to PL Rating to rate your quotes. This integration will decrease your quote time by an average of 3-5 minutes per quote!
- In your Agency MVP account, click your name on the top right.
- Choose My Account Settings from the drop-down menu.
- Enter in your PLRater account name (login name) into the respective field.Click update.
*This will need to be done for each staff member that will use this integration.
- From the quote sheet of a household, click “Add Quote+” for Your Quote
- Click “Save Lead” or “Save Prospect”
- You will see a “Send to PLRater” button appear, click that.
- Processing should take no more than 30 seconds.
- Click the PL Rating URL.
- Fill in any required information that did not transfer & follow normal steps in PL Rating.
- Transfer your quote data back to MVP.
Please note that not all values within Agency MVP are supported or recognized by PL Rating, which prevents this data from being transferred.