Creating New Insurance Rating Company

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Creating New Insurance Rating Company

If your company uses a different Insurance Rating Service not included in the Insurance Rating Service field dropdown, you can create your own Insurance Rating Service.

 

1.From the ribbon toolbar, click Greenlight CM™.

2.Click Manage Greenlight.
The Manage Greenlight screen displays with the Users tab active.
 
GreenlightManageGreenlightmainscreen-mh
 

3.Click the Lookup Tables tab.
The following screen displays:
 
GreenlightManageGreenlightLookupTablestabwindow-mh
 

4.Click Insurance Ratings.

5.Click Edit.
The Insurance Ratings screen displays:
 
GreenlightManageGreenlightLookupTablestabwindowInsuranceRatings-mh
 

6.Click Add Rating System.
The Rating System pane updates with a new blank entry:
 
GreenlightManageGreenlightLookupTablestabwindowInsuranceRatingsRatingSystempane-mh
 

7.In the blank Ratings pane, type the rating style and the rating description.
 
GreenlightManageGreenlightLookupTablestabwindowInsuranceRatingsnew-mh
 

8.Be sure to click the adjacent Active checkmark.

9.Click Save.