Question / Issue |
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How to enable Homeowners rating in TurboRater |
Answer / Solution |
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This is a two part process that requires an Agency Admin level account.
- Enabling the homeowner carrier(s) in your company group(s)
- Go to the Administration menu.
- Click on List Company Groups.
- Click on Edit next to the company group you wish to add Homeowners to.
- Ensure you have the correct state selected.
- Click on the drop down next to Insurance Line, and select Homeowners.
- Place a check under Active next to each carrier you wish to rate Homeowners with.
- Click on Edit Info to the right of the name of each active carrier, one at a time
- Enter the Producer Code, Ratine User Name, and Rating Password for each carrier
- Click on the Save Changes button at the bottom, and click Yes on the pop up.
- Repeat steps 3-9 for each additional state - if you are doing business in more than one.
- Repeat steps 3-10 for each additional company group you want to have homeowners.
- Click on Exit Administration.
- Enabling Homeowners Rating privelages in your TurboRater users.
- Go to the Administration menu.
- Click on List Users
- Click on Edit next to the user you want to add Homeowners to.
- Put a check next to Homeowner under Permissions and Rating.
- Click on Submit
- Repeat steps 3-5 for each user.
- Click on Exit Administration.
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