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| XImport CCI Setup Procedure |
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Step 1 - Setting up a bridge |
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In CCI the Bridge is set by
CCI 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 CCI. | |
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Step 2 – Setting
Up Company | |
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Go to View,
Preferences. Select Carrier
Information, Add/Drop Carriers.
Select Automobile and put a check next to the company you wish to
select. | |
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Step 3 – Bridging a file | |
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To Bridge a quote, open or start a quote and then rate the quote and choose the company you want to Bridge to. Select Company, Bridge Policy to Company. Input any additional data if necessary. Click Continue. |