Selecting Insurance Rating Service

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Selecting Insurance Rating Service

 

Greenlight CM™ allows users to track insurance ratings to ensure their vendors are using a quality insurance. Greenlight CM™ comes with five standard insurance rating services:

 

A.M. Best

Fitch

Moody's

S&P

Weiss

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.Click the Configuration tab.
 
The following screen displays:
 
GreenlightmainscreenConfigurationtab1-mh
 
Important: You can re-size your grid row height to display all the text in the row. Click in any row and use your mouse to drag the grid line up or down. This includes the header row.
 

4.Locate the Insurance Rating Service field.

5.Use the Insurance Rating Service field dropdown to select which service you want to be added to the templates.
 
GreenlightmainscreenConfigurationtabInsuranceRatingServicefielddropdown-mh
 

6.Click Save, GreenlightSavebutton-mh.