FIRST STEPS
Email RMV docs to RMV for approval to use SinglePoint
You will receive the docs in an email from Boston Software; you can also access them here.
Notify Boston Software when RMV documents have been sent.
Watch recorded webinars for enhanced learning
Visit the Webinars page to see a list of recorded webinars in the archive.
Subscribe to our email list to receive helpful newsletters and updates
Subscribe here to make sure you’re notified about important events and software news.
SINGLEPOINT SETTINGS
Add new users to SinglePoint (managers only)
Go to: SinglePoint Settings > Manage Employees > Add New User
Add Agency Codes (managers only)
Go to: SinglePoint Settings > Rating > Agency Codes > Add New Agency Code > Save Changes
• Change facility and add codes for each branch office, if applicable.
Add Carrier Credentials
Go to: SinglePoint settings > Carrier and Third-Party Credentials > Add User IDs and Passwords > Save Changes
Set Carrier Defaults (managers only)
Go to: SinglePoint Settings > Rating > Home Rating Defaults OR Auto Rating Defaults > Save Changes
AUTO RATING
Reach out to each carrier rep to get e-stamp approval
Carrier reps need to send approval to estamps@bostonsoftware.com.
HOME RATING
Integrate your agency management system with SinglePoint
Visit our Integration Bridges page to see a list of management systems that integrate with SinglePoint.
