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SALT <-> PL Rating
SALT <-> PL Rating

Learn when and how SALT sends submission data to PL Rating.

Updated over a week ago

Unlike EZLynx or Epic Quotes, PL Rating does not have the option to auto-sync data to the comparative rater. Follow the steps below to send data from SALT to PL Rating.

Sending Data to PL Rating

When a prospect completes & submits your SALT form, SALT automatically begins preparing the data to be synced to PL Rating.

SALT will then send you a "New Submission" email with a link to view the submission. This is a two-step process, as stipulated below.
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Request a Client Link -

  1. From the "Submission Overview" screen, select the Lines of Business tab.

  2. Click the green button under the "PL RATING STATUS" that says "Request or Re-Request Client Link."

  3. SALT will now reach out to PL, notifying them that we have data we want to send and validating the payload with them.

Confirm & Sync -

  1. To finish importing the data into PL Rating, click the "Confirm and Sync" button.

  2. You will now be brought to the PL Rating page, where you will need to log in to complete the sync.

    (*It is best practice to be logged into your PL Rating system before you select the "Confirm and Sync" button.)


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