Session 1: Managing Users & Carriers in PL Rating | Tuesday September 12, 2023 | 1:00pm-2:00pm CT Learn how to set up your users with the right user permissions and how to manage your carriers through VSSO and Credential Manager. Session 2: PL Rating Templates: Maximize Your Quoting Workflow | Tuesday December 12, 2023 | 1:00pm-2:00pm CT Find out how you and your team can create templates within PL Rating to quickly create quotes using preset defaults for almost all fields and company-specific questions. Follow along during this masterclass to set up your first template and learn some tips and tricks on how to quickly set up future templates.
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