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8 FAQs Found
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How do I turn on or off the Quote Auto Save option?
How to enable Auto Save
What do the new quote template options mean?
quote template default/setup
ACORD Forms in TurboRater
ACORD Form Options
What are the status options available for each user?
User Status
How do I customize the Lead Source menu options?
The Binder option is closed, although the ID Card option is open. How do I get the Binder page to open for a client?
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.
Where did the "Rate with Paid-In-Full plans" option go? It used to be something we could click and unclick on the old comparitive rater and I can't find it on the new webrater. Any assistance would be appreciated.
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