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11 FAQs Found
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How do I apply Quote Templates for multiple states?
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
How do I enter the Commission percentage for each company?
What are the status options available for each user?
User Status
How do I specify the number of notes included on each quote in the Notes Detail Report?
What is the Locations Performance Report
How do I monitor the performance of each of my locations?
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 determine which "Prior Transfer Level" to choose? What do each of them mean?
How do I reach Softech International Inc.?
How can I conceal some of the sections with entry fields that I don't use on each tab of my quotes?
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