Topics > Quote Features

Quote Features (106 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 to Change a quote template during the quoting process Quote Template Selection
	How do I export my TurboRater leads into AgencyBuzz?
	Protection Class Selection
	How do I generate a quote letter?
	How do I force bridged quotes to be marked bound automatically?
	How do I add a new quote letter template?
	How do I restrict a user from printing an auto insurance card or binder?
	What are Click to Rate Companies?
	What carriers does TurboRater partner with in Mexico? Which Mexican carriers are linked to TurboRater

Recently Added FAQs To This Topic
	How do I add a new lead source? How to add or edit lead sources
	How to submit a Rate Discrepancy research request How to submit a Rate Discrepancy research request
	How to Add a Fee(s) to a Quote Template How to Add a Fee(s) to a Quote Template
	How do I rate dwelling policies only?
	If I have run a quote for a client, for example, 1 minute or 1 year ago, how do I pull up those numbers? It seem like the only option is to re-run the quotes.
	How to rate Non-owner quote.
	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
	Why is the Quote Template selection greyed out at the user level? Quote template default
	Where did this go?
	What carriers does TurboRater partner with in Mexico? Which Mexican carriers are linked to TurboRater
	How Do I Bridge to American Heartland or United Equity? American Heartland & United Equity Application Process
	How do I quote vehicles that are older than 1971? How to rate a vehicle older than 1971
	How do I quote renters policy?
	How does the Property Lookup feature work? How the replacement cost valuation feature works
	How do I activate CoreLogic Replacement Cost Valuation (formerly known as MSB)? How to activate the CoreLogic Property Valuation feature
	HELLO, HOW DO WE CORRECT THE GARAGING ADDRESS Where to modify the garaging address
	What to do if Progressive does not return a rate in TurboRater. Progressive Quoting
	Which lead vendors can be used with TurboRater? Supported lead sources
	What is Transportation Driver Coverage? Transport Driver Coverage
	What is Usage-Based Rating Usage Based
	How does the Pay Plan selection work? How does the Pay Plan selection work?
	How do I enter a Suspended or Expired License in CA? CA License Suspension/Expiration
	How can I enter the Licensed State for a state other than what I am rating in?
	What is Native Language? What the Native Language field is for
	How do I turn on / off the requirement to enter a First and Last Name?
	How to display or not display the Drivers License entry on the Single Screen Entry tab.
	How do I print out my reminder notes?
	How to Require a Lead Source be Entered on Quotes
	How do I force bridged quotes to be marked bound automatically?
	How do I print VA driving violations list from driver screen so I can study the terms to match to the violations?
	What is Reason Not Bound?
	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 I edit the company territories in TurboRater?
	What entries are exported to AgencyBuzz?
	How to activate Combined Coverage
	How to set up a SambaSafety or Compass Driving Records MVR account in TurboRater.
	How do I delete individual quotes?
	What is Combined Coverage? combined coverage
	Protection Class Selection
	I had a quote started by our intern that she saved. When I tried to open it at a different station under another account, the program asked me if I wanted to use it as a read only or to unlock it so it could be changed. Since more work needed to be done, I unlocked it. When I finished the quote and tried to save it I received the following message: "An error occurred saving the quote [XXX]. The Save Failed [The policy save failed. You do not have the policy locked.]." How do I now save this quote for later reference? Can I "Lock" this quote somehow so I can save it? Little help here.
	I would like to be able to give a 'QUICK" quote. what is the min. amt of info I can input.
	What are the field names that I can use for my customized Homeowner quote letter templates to pull in information from my quote?
	What are Click to Rate Companies?
	How do I turn on or off the Quote Auto Save option? How to enable Auto Save
	How do I restrict a user from printing an auto insurance card or binder?
	How do I make email address a required entry?
	How do I enter the Commission percentage for each company?
	How do I set a Quote Template default for an individual user?

Search within this topic :