In the SinglePoint Rating dashboard, Account Managers can click on the dropdown arrow next to their user name and select SinglePoint Settings.
Select the Rating box
Here you can set defaults for auto coverages, home coverages, and printing options, as well as manage your Agency Codes.
In the Auto Defaults section, click on Coverages 1-12, Additional Coverages, and Carrier Options to preset those defaults.
Setting Auto and Home Defaults will ensure all users will have the same preset coverages.
All users can reset their own password. SinglePoint Account Managers do this for any user in their agency by clicking on the dropdown next to their user name and selecting SinglePoint Settings.
Select the Edit Profile box
Click the Reset Password button. The user will automatically receive an email with a link to reset their password. The link expires in one hour.
Account Managers can select the dropdown next to their user name and select SinglePoint Settings.
Select the Manage Employees box
Click the Add New User button.
Complete all fields and set appropriate permissions.
Choose facility and then click on Add User. The user will automatically receive an email with a link to set up their User ID and password. The link expires in one hour.
Agency Codes
On the SInglePoint menu bar, click on your name in the upper right and select SinglePoint Settings.
Select Rating and Printing.
Select Agency Codes.
Find desired carrier (e.g., Plymouth Rock) and click orange Add Agent Code button.
Enter Agency Code for Auto and Home separately. Add description if desired, then Save Changes.
In the upper right, select Copy to all Facilities if multi-branch agency.
After completing Agency Code entry, check box if Agency Code is to be defaulted
Carrier Credentials
On the SInglePoint menu bar, click on your name in the upper right and select SinglePoint Settings.
Select Carrier and Third Party Credentials.
Enter User ID, Password, and then Save Changes.
Click the plus sign next to carrier name to expand.
As always, login credentials are provided by the carrier, and they must be authenticated by the carrier first. Then come to SinglePoint to match the credentials.
