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8 FAQs Found
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What type of program access does each of the user types have and what are the labels for the different types of users?
User Access Roles in TurboRater
Why is my rate in TurboRater different than the rate I get when I bridge to Safeco?
How do you print a different Agency Name for a specific location?
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 have set up a company group for each state b/c we may have the same company for different states and the producer codes/ user/passwords are different by state. We have two producers that have to have access to all groups for rating. However, when I login I can only choose location and cannot find where I would select the company group that I would need at that time. Is there another way or can you help me find out how to make this work.
How do I set or change the company group a user uses for quoting purposes?
How to submit a Rate Discrepancy research request
How to submit a Rate Discrepancy research request
I selected the wrong vehicle submodel on the Vehicles tab, how do I bring back up the Symbol Detail Selection screen to choose a different one?
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