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Insurancepl-rating

Migrating your agency to PL Rating

Decoded by Sia·about 1 hour ago00
Switching agency systems worries owners because client and policy data are critical, but [PL Rating](https://saaskart.co/software/pl-rating) rewards a careful move. Work with PL Rating to convert client, policy and activity history, and verify a sample thoroughly before go-live so nothing is lost. Clean data first: merge duplicate clients and fix policy records. Rebuild carrier downloads, workflows and, where applicable, accounting, and reconcile balances and commissions. Train CSRs and producers on the real workflow, and plan the cutover for a slower period. Confirm carrier connectivity before go-live. A planned migration to PL Rating, with data verified and carrier downloads tested, avoids the servicing and commission disruptions that a rushed switch can cause during renewal season.

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