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How to integrate PL Rating

How to integrate and use PL Rating

Megan Stasko avatar
Written by Megan Stasko
Updated over a month ago

In this guide, we will go over how to setup the integration and how the integration works.

How to setup PLR integration:

  • Before connecting in AgencyZoom, ensure you are logged into your PL Rating account.

  1. In AgencyZoom, select My Agency icon > Integration

  2. Select PL Rating under the Comparative Rater section

  3. Select "Connect"

  4. Enter your PL Rating username, then click Submit

  5. To connect other users, click into the Settings. You will see your list of team members.

  6. Click the plus sign on their name and enter their PL Rating username.

  • Team members who are not connected can still send quote info to PL Rating. The default user will be the agency owner.

AgencyZoom to PLR:

  1. Once a lead is quoted in AgencyZoom, the option to send information to PL Rating will be displayed.

  2. Make your quote type selection: Home, Auto or Package

  3. A new browser window will open up, taking you directly to PL Rating, where you can expect to find a new quote profile ready for you to complete with the following information already populated from AgencyZoom:

    1. Name

    2. DOB

    3. Address

    4. Phone

    5. Email

    6. Marital status

PLR to AgencyZoom:

You can now export quotes from PL Rating to AgencyZoom and add to a new or existing lead.

  1. Add AgencyZoom as a product in PLR

    1. Admin > manage agency information

    2. Select products

    3. Select AgencyZoom

    4. Finish

  2. Export Quote from PLR to AgencyZoom

    1. Client list > select client

    2. Select existing quote

    3. Select export

    4. Select AgencyZoom in the Connect Partner dropdown

    5. Export

  3. In AgencyZoom

    1. Sign in if you have not already

    2. If a match is found, the quote will be applied to the lead file.

    3. If no match is found, search existing leads OR create a new lead

Setting up CRQ or PLR Market Acess Leads

Start by following the steps in the Web Lead Integration Article to generate a unique email address to use. Then navigate to PL Rating.


CRQ: Navigate to Admin > Consumer Rate Quotes Setup

Add the email address provided by AgengyZoom to the Quote Notification Information – Email Address. Add a semi colon between email addresses. See example below:

When the CRQ email comes into AgencyZoom, it will create a pipeline according to your settings.

Market Access: Navigate to Admin > Market Access Admin

  1. Enter the email address provided from AgencyZoom

  2. Save

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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