Applied – PL
Setup
**You only need to perform Setup once, after this is complete see Exporting below**
Step 1: Right click on your “My Computer” icon and select Properties from that menu. You will see the screen below.
Click ‘Advanced’ (in red).
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Step 2: Click on the “Environment Variables” button shown below.
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Step 3: Click on the “New” button.
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Step 4: Enter the “Variable Name” as RA (Rating Auto). Enter the “Variable Value” as:
C:\IBQ\IBQRUN.EXE
Click “OK” to save. Repeat this step, and name the second “Variable Name” RH (Rating Home).
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Step 5: Verify your setup by making sure you have two variables defined – “RA” and “RH”. Click OK to close this window. Your machine is now ready to bridge date from Applied into your IBQ.
Exporting
Step 1: In Applied, call up the customer and go to the ‘Policy List Screen’.
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Step 2: Right click on the Policy to be quoted and you should then see the screen shown below.
Step 3: Select “Quote” from this menu.
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Step 4: Select ‘Current’ and ‘Quote Existing Policy/App’ then click the “OK” button.
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Step 5: The ‘Rating Transaction’ window will be shown.