Move your old quotes to SinglePoint? Let us know!

By Charlie Walsh on September 27th, 2017

In anticipation of the release of the first version of the new SinglePoint Rating software, there is one thing you can do right now to help us and help your agency get prepared.

SinglePoint, of course, will have a database where you can save/retrieve all your quotes. This is a clean, fresh, empty, good-lookin’ database, all ready to manage your book of business. But we also know that your agency may want or need to access your “old” quotes that were saved in WinRater. If you choose to, you can move these quotes to SinglePoint.

So, how do you want to handle this? Start fresh with a new (empty) database in SinglePoint or move a copy of your existing WinRater quotes to SinglePoint?

There is no right or wrong answer, but it is VERY IMPORTANT for you to decide and tell us. Click here to submit your answer.

Leave a Reply

Your email address will not be published. Required fields are marked *