Integrating with PL Rating

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Note:

To set up this integration, you will need to be on the Agency Plus, Agency Complete, or Agency Pro plan with Canopy Connect, and have an active PL Rating account.

Integration Setup

1. Using an Administrator account, click on the Integrations button in the top right.

2. Click the Add Integration button
3. Choose the PL Rating option.

How to Use the PL Rating Integration

1. From the activity dashboard, expand the data pull you'd like to use.
2. Review the policy information.
3. From the PL Rating module under Integrations, select if you'd like to start a quote as a mono-line Auto or Home, or if you'd like to start a multi-line package.
4. Click the Submit to PL Rating button. A new window will open to PL Rating where you may be prompted to log in.
5. A new quote will be started in PL Rating with pre-filled fields for all drivers, vehicles properties, and coverages. Complete or modify any additional fields that are required.

From here, you can create a quote as you normally would in PL Rating.