Step 1 - Setting up a bridge

In Accu Auto the Bridge is set by Accu Auto on a per company basis.  There are no additional steps the agent must take to set up the Bridge.  If the Bridge is not available for a particular company contact Accu Auto.

Step 2 – Setting Up Company

Go to Utility, Insurance Company List.  Put a check next to the company you wish to select (PHO – Phoenix Indmnt).  Click Save.

Step 3 – Bridging a file

To Bridge a quote, open or start a quote and then rate the quote and choose the company you want to Bridge to.  Go to Breakdown tab.  Click App/Bridge on bottom of the page.  Click Bridge.