Topics > Program Administration

Program Administration (90 FAQs)

Top 10 FAQs For This Topic
	How do I add a new company or remove companies from a company group to be rated? How to add to or modify company groups
	How do I export my TurboRater leads into AgencyBuzz?
	How do I change my user name and/or password to log in to the program?
	Basic Reports Access for Standard or Restricted Users Basic Reports Access for Standard or Restricted Users
	What settings should be used for Applied Systems Bridges - v7.1, v9 & v10 and Epic? Applied Systems Bridges - v7.1, v9 & v10
	How to set up the Applied Epic bridge Setup bridge for Applied Epic
	What are the restricted Access Levels that can be set on any type of user? User Access levels in TurboRater
	How do I apply Quote Templates for multiple states?
	How do I set a quote template for everyone in the agency? quote template settings
	Stillwater Auto and Home Company Setup Stillwater Auto and Home Company Setup

Recently Added FAQs To This Topic
	How do I reset my TurboRater password? Resetting your TurboRater password
	How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server) How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server)
	How to setup Hawksoft integration with TurboRater (Local Network/Desktop) How to setup Hawksoft integration with TurboRater (Local Network/Desktop)
	Auto-Purge Feature of TurboRater Auto-Purge Feature of TurboRater
	How to set up the Applied Epic bridge Setup bridge for Applied Epic
	Copy of the TurboRater Setup Guide TurboRater Setup Guide
	How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees) How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
	How do I change the address, phone number or other information for a location? How do I change the address, phone number or other information for a location?
	How do I add a new company for quoting?
	What are user roles (agency or location admin, standard or restricted user)?
	Entering United Insurance Group Credentials in to TurboRater Entering United Insurance Group Credentials in to TurboRater
	How do I rate dwelling policies only?
	What do the new quote template options mean? quote template default/setup
	How to set the default payment method Setting the default payment method
	How to enable Homeowners rating in TurboRater Setting Up Homeowners Rating
	I would like to know how much it will be if we add another user or another location?
	How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen? How to change the requirement for the Bound/Not Bound menu
	Illinois Custom Financing Setup Illinois Custom Financing Setup
	Generic Financing Setup Generic Financing Setup
	What to do if Progressive does not return a rate in TurboRater. Progressive Quoting
	How to set a user's default location assigning a default location
	How do I set up two-factor authentication? How to set up Two-Factor Authentication
	Location Assignment Settings Quote Assignment Settings
	How to make Phone Number a required entry How to make Phone Number a required entry
	Are there any companies available not listed? I am looking to see if Nevada General is available.
	What are the status options available for each user? User Status
	How to activate AgencyBuzz in TurboRater How to activate AgencyBuzz in TurboRater
	How do I setup bridge to AMsoft? AMsoft bridge setup.
	Basic Reports Access for Standard or Restricted Users Basic Reports Access for Standard or Restricted Users
	Stillwater Auto and Home Company Setup Stillwater Auto and Home Company Setup
	What settings should be used for Applied Systems Bridges - v7.1, v9 & v10 and Epic? Applied Systems Bridges - v7.1, v9 & v10
	How do I change the company group for a Location?
	How do I set or change the company group a user uses for quoting purposes?
	How do I turn on Companies in multiple states? How to turn on Companies in multiple states
	Why would I make lead sources required? Why would you make lead sources required?
	How do I set a quote template for everyone in the agency? quote template settings
	What is required for Grinnell to rate. Grinnel Setup
	How do I deactivate Reliant’s Fee for Service Program? How to Deactivate Reliant's Fee for Service Programs
	How do I restrict a Standard User to only a specified location(s)?
	How do I restrict a Location Admin to only their assigned locations?
	How do I add a new location to TurboRater? add new location create enter how
	What is Restrict Location Admin to ONLY their assigned location?
	How do you print a different Agency Name for a specific location?
	How to set up a SambaSafety or Compass Driving Records MVR account in TurboRater.
	How do I add a premium finance company? How to add a premium finance company
	I have locked myself out of TurboRater. How do I get my user account unlocked?
	I did not receive the Agency Report Card email? Agency Report Card
	How do I turn on/off agency report card? Agency Report Card
	How an Agency or Location Admin can unlock a user's account User locked out
	How do I activate Homeowner rating in TurboRater? How to Activate Homeowner Rating

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