www.turborater.com

FAQ ID # 104
Last Update : 2009/08/27
Print this FAQ

Question / Issue
How do I change the default values for Generic Financing for my quote (available in IL, OH, and TN only)?

Answer / Solution

How to change the Generic Financing default values:

  1. From the quote Breakdown screen you have two options:
    • Go to the Breakdown menu and select Change Generic Finance Options.
    • Click on the icon that looks like a green dollar bill on the toolbar at the top of the screen.
  2. The Generic Financing Options box will appear.
  3. On the left of the screen you can change:
    • Down Payment section
      • Percent Down or 
      • Flat Down
    • Payments section
      • # of Payments
      • APR/Flat Charge
  4. After you have made your changes, you must click on the Display Results button on the right bottom of the screen to apply the new changes.  Your changes will then display on the right side of the the screen.
  5. Click on OK to save and exit the Generic Financing Options screen.
  6. Your quote should refresh and then display the new finance options on the quote.

Related FAQs
How do I select a different finance company once I've gone to the quote Breakdown screen of a Combined Coverage quote (available in Illinios only)?
How do I assign an independent finance company to all insurance companies?
How to Setup Generic Financing
Generic Financing Setup for TurboRater WebEdition

Direct Link to This FAQ
http://www.itcdataservices.com/support/cmpfaq/?f=104

Tags
Changing editing Generic Financing quote Breakdown screen

Back to Top