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FAQ ID # 146
Last Update : 2016/02/22
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Question / Issue
How do I set up bridging for an Agency Management System in TurboRater?

Answer / Solution
  1. Go to Administration menu and select List Agency Management Options.
  2. Click on the Add New AMS Options button.
  3. Enter a descriptive name to call this Agency Management configuration in the Agency Management Option Name box.
  4. Select your agency management system by placing a check mark next to the name.
  5. Click on the Save Options button when completed. 
  6. To close the next screen, click on the Exit Administration button.
  7. Go to the Administration menu and select List Locations.
  8. Click on the Edit button next to the location.
  9. In the middle of the screen, in the Agency Management Options entry field, select the name you chose for the Agency Management Option Name and then click on Submit.
  10. To close the next screen, click on the Exit Administration button.
  11. These steps should be repeated for each location as needed if the agency has more than one location.
  12. After this has been completed, users will need to log out and back in to have it take effect.

Related FAQs
How do I set up bridging for multiple Agency Management Systems in TurboRater?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=146

Tags
Agency Management bridge set up

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