XImport CCI Setup Procedure

 

 

Step 1 - Setting up a bridge

 

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.

Step 2 – Setting Up Company

Go to View, Preferences.  Select Carrier Information, Add/Drop Carriers.  Select Automobile and put a check next to the company you wish to select.

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.  Select Company, Bridge Policy to Company.  Input any additional data if necessary.  Click Continue. 

 

 

 


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