1. Create a new personal auto quote.
2. Click File, and then click Export.
3. Click Amsoft, and then click Next.
Next, go to Amsoft, click on 'File' and then 'Import/Export' and then select 'ACS2000'. This will open Amsoft's Rater Import section:
If one file is displayed, simply click on the 'Select button.
If more than one file is displayed, enter the client's last name in the field that says 'If more than one record displayed enter Insured's last name here', and then clcik the 'Get Files' button. This should display one file, and then you can click on the 'Select' button.
This will bring you to a screen which allows you to select the correct Account Code, Company Code, MGA, and Producer for this policy:
Make sure that the Account Code you use is unique. There is a list of used Account Codes listed to the right. Be sure to double check that the Account Code has not already been used. Once this screen has the correct information, click on the 'Continue' button.
Your quote should now be in your client file under the Account Code you chose.