How to process Rater Imports

How to process Rater Imports

1. Open the "Rater Imports" section from the left-side navigation menu.
2. Scroll to locate an example of a Rater Import.
3. Click on "View and Merge Changes" to open the data session.
4. Review each line, confirming that insured names and policy numbers are correctly matched.
5. Verify the assigned agent and adjust if necessary.
6. Update profiles to match insured names accurately.
   
   
7. Select all insured profiles you intend to merge.
8. Click "Merge Selected Items" located at the top-right of the screen.
9. Once merging is complete, click "OK" and move on to the next task.

We also have a Robotic Automation Bot available to merge the rater import data each morning. The Bot will only merge matched files. If you are interested, please email help@nowcerts.com

If you prefer, below is a video with detailed instructions: