We are excited to announce the Retention Center Automation Rating feature! Always with a new feature there are lots of questions, so we've tried to think of the most common ones and provide you with answers ahead of time. If you can't find what you are looking for, check out our full Automated Remarketing for Retention Center article.

Q: Why don’t I see the “Get Quote” button?

A: This option should only be available for a Homeowners or Personal Auto policies that are identified as at-risk. This action is not supported for Personal Packages or other lines of business. 

Q: Why do we get "Please correct the application and resubmit. Please click on the link below for more details."?

A: If the template is incomplete or there is data that needs to be addressed in the application to receive quotes.  

Q: Do we need to setup the automation first before getting quotes?

A: No. It is not required to set up the automation workflow to get quotes. It is recommended to get comfortable with the quote process by clicking the “Get Quote” button to ensure everything has been setup correctly before enabling the automation.  

Q: I set the defaults for Personal Auto in the quoting automation template, but my quotes still fail?

A: In the Auto template under the Coverages tab, the defaults for the Vehicle, General and Credits will apply to all states. However, if you scroll further down the page, individual states and their default fields will be visible. Please complete the defaults identified in the State Specific column that need to be configured. 

Q: Where is the data that is being synced to the application coming from?

A: The existing application is syncing from the renewal policy, not the one that is expiring. 

Q: My agency has Retention Center but does not have access to the Retention Center setting, how do set up this feature?

A: If your agency is a member to a market access provider that manages your Retention Center access, please contact them to enable the Retention Center Administrator role for your agency and coordinate the completion of these settings. 

Q: We have branches or child agency organizations, can we set up the templates at the top and share?

A: The Quoting Automation templates do not support the ability to share with other branches or member agencies. The template must be configured at the individual organization level. 

Q: As an Alliance Partner master agency, we provide carrier access to our members. How does this impact setting up Quoting Automation templates for a member organization?

A: When the template is created at the member organization, master agency carrier specific identifiable information does not need to be re-keyed at the member level. If quoting still fails at the member level, it may be due to the master/parent level not completely filling out the quoting automation template. 

Q: A carrier that was quoting successfully through Retention Center stopped working, why?

A: From time-to-time, carriers update their questions required for rating. A new field may have been added that requires attention. Please consult with your administrator to review the template. A communication is sent out to notify Retention Center administrators when these changes occur.

We hope this FAQ article was helpful in answering your questions about Automated Remarketing for Retention Center. If you didn't find what you are looking for, check out our full Automated Remarketing for Retention Center article.