Advanced Reports are only available with certain TurboRater plans. To upgrade your plan, please contact sales@getitic.com.

For this report to be accurate, all TurboRater quotes must be recorded as bound or not bound.

A closing ratio is calculated by dividing the number of quotes bound by the number of new quotes created.

To run a close ratio report:

1. Go to Reports on the black bar at the top of TurboRater.
2. Select Advanced.
3. Closing ratio reports are located under each header on the upper left. Click the arrow at one of following, then select Closing Ratio.
• Producers/Customer Service Reps
• Locations
• Agency
• Insurance Companies
• Lead Sources
• Contact Methods
4. At upper right, select a date range.
5. Set other filters at the upper left.
6. At top right, click Run Report.

For a quick view of which source has the highest closing ratio, click on the pie chart icon.