FIRST STEPS
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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.
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Watch recorded webinars for enhanced learning
Visit the Webinars page to see a list of recorded webinars in the archive.
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Subscribe here to make sure you’re notified about important events and software news.
SINGLEPOINT SETTINGS
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Add new users to SinglePoint (managers only)
Go to: SinglePoint Settings > Manage Employees > Add New User
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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.
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Add Carrier Credentials
Go to: SinglePoint settings > Carrier and Third-Party Credentials > Add User IDs and Passwords > Save Changes
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Set Carrier Defaults (managers only)
Go to: SinglePoint Settings > Rating > Home Rating Defaults OR Auto Rating Defaults > Save Changes
AUTO RATING
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Reach out to each carrier rep to get e-stamp approval
Carrier reps need to send approval to estamps@bostonsoftware.com.
HOME RATING
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Integrate your agency management system with SinglePoint
Visit our Integration Bridges page to see a list of management systems that integrate with SinglePoint.