6. Rate

Upon entering this section, the system begins the rating process; it automatically rates all carriers set to "Always Rate" in the Auto Carriers admin settings. Also, any required Carrier Options windows for those carriers will pop up to finalize carrier-specific questions (some of which can be defaulted in the Auto Carriers settings).

Once carriers finish rating, they will show up in the "Rate Details" section with their rating information. Each will have colors based on the status of the rate returned:

• Blue: Final rate, carrier does not require credit.
  
• Black: Not final, carrier requires credit (turns green after credit is run successfully).
  
• Green: Final rate, carrier requires and has run credit.
  
• Pink: Not final, carrier requires other reports or info; must bridge to carrier for final rate.
  
• Red: Some issue has kept the rate from being returned; see "Carrier Message" window.
  

You can click on a carrier's row in the "Rate Detail" section to select it. The two windows on the right show specific information about the selected carrier. The top window shows pay plan information for the top two returned pay plans. The third pay plan ("Alternate") is only for Premium Finance, set through the "Financing" button below it. The second window ("Carrier Message") shows any messages returned by the carrier.

Between those two windows, you can set the term or pay plan rated. Changing these will force the carriers to re-rate using the new settings.

The buttons below the "Carrier Message" window offer different rating options. The "Rate All" button will re-rate all the carriers, including those that are not set to "Always Rate." The "Carrier Options" button brings up the carrier options window for the selected carrier (if available). The "Order Credit" option will bring up the credit ordering window. The "Print" window will print a list of all the rates displayed under "Rate Details."