ClientManager agent user guide
Helpful tips
Transition from Rate Generator
Rate Generator will be available until 08/31/2012. If you started a group's renewal in Rate Generator, you'll be able to finish it in that system. All renewals with effective dates of 07/01/2012 or later must be done in ClientManager.
We'll be loading your historical book of business into ClientManager over the next several weeks until we're ready to retire Rate Generator.
