How to process Rater Imports

The proper place to process incoming rater records is in the Rater Imports page (in the left menu).
 
Click the View and Merge button. The record will open.
There are 2 options depending on whether the insured/Prospect already exists in the system or not.

This screen shows the case when Nowcerts found the incoming record in the system. 
an insured or prospect by the exact name "Brittany Green" was found in the database.

rater1.png
 
Because it may be the same Brittany Green or a different person,  you must decide how you want to process the incoming quote. The default is "Update Existing Insured". If you select that, the quote will be added to the list of quotes for the existing Brittany Green.
But if you want to create a new record, then select option "Create New Insured". This will create a new prospect Brittany Green and add the quote to their list of quotes. --
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Next: If the system does not find a match in the database (in this example RYAN MORRIS), we you will have the option to (a) create a new record (default option) or (b)  merge this Ryan Morris with an existing record already in the database (may be a Ryan A Morris or Angela and Ryan Morris)
 
rater2.png
 
After selecting the desired option in either of the above cases, you need to select the check box and press "Merge Selected Records"
rater3.png
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