SALT's direct integration with Vertafore's PL Rating simplifies data synchronization for insurance agencies utilizing PL Rating as their comparative rater.
This guide walks you through connecting SALT with PL Rating, maintaining smooth data flow, and addressing common troubleshooting scenarios.
Check out the video tutorial directly below or select one of the topics underneath it to expand for more information.
Activate [SALT <-> PL Rating] Connection
To connect SALT & PL Rating, *admins/owners will first need to activate the PL Rating integration using the steps below.
⚙️ To setup [SALT <-> PL Rating] connection:
Navigate to Integrations > PL Rating.
Locate the PL Rating integration, and tap Connect (or toggle the switch).
Sending Data from SALT to PL Rating
Unfortunately, auto-sync is not an available option for PL Rater, so all submissions will need to be synced manually. Follow the steps below to send data from SALT to PL Rating.
When a prospect completes their submission, you will receive a "New Submission" email from SALT with a link to view the submission.
⚙️ To finish the sync process:
Navigate into the submission.
Switch over to the "Lines Of Business" tab.
Press the Request Client Link button.
(That button will then change to say: 'Confirm and Sync.')Select Confirm and Sync to complete sending the data to PL.
🧂Salty Tip: To prevent trouble with syncing info from SALT to PL Rating, be sure that you're logged into PL Rating before clicking the "Confirm and Sync" button.
Troubleshooting & FAQs
Troubleshooting & FAQs
(*Expand each topic below for more info.)
"Can I re-sync or resubmit a submission?"
"Can I re-sync or resubmit a submission?"
PL rating is the only rater that has a built-in option for manually resubmitted/syncing a submission.
Navigate into the submission.
Press Re-request Client Link.
(Button will now change to say "Confirm and Sync.")Press Confirm and Sync.
You will now be able to press View in PL Rating to be brought directly to the submission within PL.
Please contact the SALT support team for further assistance when needed.