Topics > Program Setup

Program Setup (113 FAQs)

Top 10 FAQs For This Topic
	How do I set up and install the American Freedom Bridge? American Freedom Bridge Install
	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 to Change a quote template during the quoting process Quote Template Selection
	Where do I go to enter my company producer codes?
	How do I set up my bridges?
	How do I export my TurboRater leads into AgencyBuzz?
	How do I generate a quote letter?
	How to create or update a company group or add a company in TurboRater How to create or update a company group or add a company in TurboRater
	How do I add a new quote letter template?
	How do I force bridged quotes to be marked bound automatically?

Recently Added FAQs To This Topic
	What settings are needed on Agency Matrix to bridge from TurboRater? Settings in Agency Matrix for bridge
	Setting up Velocify integration with AgencyBuzz and TurboRater Setting up Velocify integration with AgencyBuzz and TurboRater
	How do I add or update leinholder information? How do I add or update leinholder information?
	How to install the ITC Integration Center? How to install the ITC Integration Center
	Microsoft .Net Framework 3.5 Installation Instructions Microsoft .Net Framework 3.5 Installation Instructions Icepoc Integration center
	What is the difference between Policy Status and Bound Status? Poolicy Status vs Bound Status
	How to create or update a company group or add a company in TurboRater How to create or update a company group or add a company in 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 a Fee(s) to a Quote Template How to Add a Fee(s) to a Quote Template
	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 add a new company for quoting?
	What are user roles (agency or location admin, standard or restricted user)?
	How do I rate dwelling policies only?
	How to Change a quote template during the quoting process Quote Template Selection
	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
	Setup Instructions for EZAgent AMS Setup Instructions for EZAgent
	How to setup MVR services with ADR? How to setup MVR services with ADR
	Submitting a Bind Request to an MGA WIAA Quote Processing
	Bridging to TurboRater from Insurance Pro when using Chrome as the default browser Extra bridging step from Insurance Pro to TurboRater while using Google Chrome
	TurboRater supports two-way auto & home bridging with NowCerts Management System NowCerts Agency Management System
	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
	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
	Making fields required Required Fields
	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 turn on Companies in multiple states? How to turn on Companies in multiple states
	How do I set a quote template for everyone in the agency? quote template settings
	What Agency Management Programs does TurboRater integrate with?
	How do I set defaults for carrier questions?
	How do I deactivate Reliant’s Fee for Service Program? How to Deactivate Reliant's Fee for Service Programs
	How do I set up integration in the INSTAR Agency Management system to bridge with TurboRater? Instar integration setup
	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 to Require a Lead Source be Entered on Quotes
	How do I force bridged quotes to be marked bound automatically?
	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?
	Why can't the Save Quotes Automatically feature not be used in conjunction with the Require a Reason for all Quotes not Bound feature?
	How does the Require a Reason for All Quotes not Bound feature work?
	How do you print a different Agency Name for a specific location?
	How to activate Combined Coverage

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