Question / Issue |
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At what points in the quoting process are quotes saved? Where do these saved quotes go and how do I access them? |
Answer / Solution |
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Quotes are saved when the user clicks the next button on most pages, including the general information, drivers, cars, Virginia driver assignment, and limit package selection pages. The quote is saved one last time when the user gets to the rate display screen whether they successfully received a rate or not. These saved quotes go into your agency account with TurboRater. You can access these stored policies by logging into TurboRater as an administrator or as a standard user who is at the same location as your TurboRater for Websites quotes, and searching for them on the “Open Policy” screen. |