Importing Quotes from Applied Rater (SEMCAT)

Momentum AMS can easily bridge application to the Applied Rater, but the Applied Rater does not provide a bridge to Momentum AMS (or anyone else for that matter). You can export the quote to an AL3 file and import it into Momentum AMS. To export an AL3 file from Applied Rater, follow these steps:

1. Go to the "Summary" page of the client that you want to export

2. Click on “Export” located in the top right corner of the customer application

3. Select AL3 and choose a place to save the file (we recommend creating an Exports folder for this)

Import to Momentum AMS: