Resource Center

SinglePoint Settings

SinglePoint is our online data-exchange platform that handles all Real-Time tasks “behind the scenes.” It works seamlessly with WinRater, enabling agents to Real-Time Rate, Submit new business policies to carriers, Share quotes, and offer self-service quoting to online consumers (Leads).

Every WinRater user must have a SinglePoint account to access these Real-Time services.

Each agency should assign a SinglePoint Manager to help manage its employees’ SinglePoint accounts, including add/delete accounts, reset passwords, and customize the agency’s quote-to-issue workflow.

Click below for additional, role-specific information:

For Employees

SinglePoint Settings lets you enter, store and edit all the SinglePoint and carrier credentials you need for Real-Time Rating and Submitting. No more having to re-input all your credentials into WinRater in the event of a crash, or if you get a new computer. In either of these events, the credentials will be saved online in SinglePoint Settings, waiting for you the very next time you are ready to rate.

Accessing SinglePoint Settings

Right from WinRater, open SinglePoint Settings:

  1. From WinRater’s menu bar, open the SinglePoint dropdown and choose SinglePoint Sign In. Once the small box appears, enter your SinglePoint User ID and Password, then click on the Save button.
  2. From the WinRater toolbar, click on SinglePoint, then select SinglePoint Settingsfrom the dropdown menu; ORFrom the WinRater QuickStart menu, click the SinglePoint Settings button on the lower right corner.

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  • SinglePoint Settings will automatically launch, as long as you have saved your SinglePoint User ID and Password in WinRater.
  • If your SinglePoint User ID and/or Password is missing or incorrect, the software will prompt you to enter them correctly. If you need help, please contact your agency’s SinglePoint Account Manager or Boston Software.
  • Note: See “Take Advantage of your SinglePoint Account Manager” below.
Using SinglePoint Settings

Once you’re in SinglePoint Settings, you will need to click the Edit Profile or Carrier Credentials box to display your profile, which includes your SinglePoint User ID and all the Carrier Credentials you need to access your carrier websites.

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The Carrier Credential fields are editable. To Real-Time Rate and Submit, you need to make sure these fields are populated correctly. Whenever a new carrier plugs into SinglePoint or you update credentials with one of your carriers, you will need to click on the Carrier Credentials box to update your credentials, then click Save Changes.

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Take advantage of your SinglePoint Account Manager

At least one person at your agency is designated as SinglePoint Account Manager. Be sure to find out who this is. If you forget your SinglePoint User ID or Password, your SinglePoint Account Manager will be able to look up your ID or reset your password.

The Account Manager also can help you enter Carrier Credentials and even set you up as an Account Manager yourself! We encourage you to make use of this in-house resource.

For Managers

After you have set up your own SinglePoint account, you can manage several important tasks for your staff and agency. Be sure to let everyone in your agency know that you can:

  • Set them up as new users
  • Check or reset forgotten SinglePoint User IDs and Passwords
  • Set them up as additional Account Managers
  • Disable old accounts
Getting started
    1. Enter your SinglePoint Credentials in WinRater and Access SinglePoint Settings
    2. From WinRater’s menu bar, open the SinglePoint dropdown and choose SinglePoint Sign In. Once the small box appears, enter your SinglePoint User ID and Password, then click the Save button.
    3. From the WinRater toolbar, click on SinglePoint, then select SinglePoint Settings from the dropdown menu; OR
      From the WinRater QuickStart menu, click the SinglePoint Settings button on the lower right corner.

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  1. SinglePoint Settings will automatically launch as long as you have saved your SinglePoint User ID and Password in WinRater correctly.
Access your profile and carrier credentials

Once you’re in SinglePoint Settings, you will need to click the Edit Profile or Carrier Credentials box to display your profile, which includes your SinglePoint User ID and all the Carrier Credentials you need to access your carrier websites.

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The Carrier Credential fields are editable. To Real-Time Rate and Submit, you need to make sure these fields are populated correctly. Whenever a new carrier plugs into SinglePoint or you update credentials with one of your carriers, you will need to click on the Carrier Credentials box to update your credentials, then click Save Changes.

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Using SinglePoint Settings as an Account Manager

We’ve given you the power to make SinglePoint’s Real-Time features work for you and your team.

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Note: If you are an Account Manager at an agency with multiple locations, begin by selecting the appropriate branch location. To do this, just go to the “Company Settings” line right above the “Business Profile” box and click on Select different business.

Creating and Managing an Employee’s SinglePoint Account

All the control that you have over your own account, you also have over all other employee accounts in your agency. Start by clicking on the Manage Employees button.

How to add a new user
  • Click the Add User button at the top
  • Click the Manage Employees box.
  • Click the Add New User button.
  • Enter the first and last names and the email address of the employee you wish to add.
  • Click the Add User button to register the employee.

An Activation email will automatically go to the employee asking him or her to select a new SinglePoint User ID and Password via a link. (The employee must complete this final step to be fully activated.)

Note: Each activation email’s link is active for only about one hour. If the activation link expires, click Resend Activation from the new employee’s profile screen to send a new activation link.

Managing existing SinglePoint accounts

A multitude of actions are available to you when you choose an existing SinglePoint account and open each user’s Edit Profile page

  • Look up forgotten SinglePoint User IDs (listed on each user’s profile page)
  • Reset forgotten SinglePoint Passwords (Click the Reset Password button to send email to reset the password)
  • Disable SinglePoint accounts of employees on leave or terminated (Click the Disable button)
  • Re-enable SinglePoint accounts of employees you previously disabled (Click the Enable button)
  • Designate others in your agency as Managers as well (check off the Manager permission)

Managing SinglePoint Leads

SinglePoint Managers also have the unique ability to initialize, configure, edit, and set all available customization for SinglePoint Leads at your agency. This is all accessed through the Leads button in SinglePoint Settings. For more details on this, please go to the Leads setup page.