Help Center

Help Center

Welcome to our Help Center. Here you will quickly find answers to our most commonly asked questions.

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Top 10 FAQs

	Username and Password Help
	I forgot my password
	How do I set up and install the Trexis bridge? (aka Alfa Vision and Specialty) How do I set up and install the Trexis bridge? (aka Alfa Vision and Specialty)
	How do I set up and install the American Freedom Bridge? American Freedom Bridge Install
	How do I setup and install the First Chicago bridge? First Chicago Bridge install instructions
	How do I add a new company or remove companies from a company group to be rated? How to add to or modify company groups
	How do I set up and install the Select General Bridge? How do I set up and install the Select General Bridge?
	What is the "Driver's Privacy Protection Act"?
	How do I set up and install the Pronto General bridge?
	How to Change a quote template during the quoting process Quote Template Selection

Recently Added FAQs

	HOW CAN I LINK MY RECORD GUARDIAN ACCONT TO ITC?
	What settings are needed on Agency Matrix to bridge from TurboRater? Settings in Agency Matrix for bridge
	How do I reset my TurboRater password? Resetting your TurboRater password
	Cluster Agency Name Field usage in TurboRater Cluster Agency Name Field usage in TurboRater
	how that I issue a nonowner quote I try but the system asking for a vehicle information
	Coverages do not transfer to Acord form 27 - Evidence of Property Insurance Coverages do not transfer to Acord form 27 - Evidence of Property Insurance
	Setting up Velocify integration with AgencyBuzz and TurboRater Setting up Velocify integration with AgencyBuzz and TurboRater
	How to setup Hawksoft integration with TurboRater (Anywhere/Parallels) How to setup Hawksoft integration with TurboRater (Anywhere/Parallels)
	How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server) How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server)
	How to setup Hawksoft integration with TurboRater (Local Network/Desktop) How to setup Hawksoft integration with TurboRater (Local Network/Desktop)
	How to rate with Renaissance insurance? How to rate with Renaissance insurance?
	Does Travelers rate Non-Owner policies in TurboRater? Does Travelers rate Non-Owner policies in TurboRater?
	How do I add or update leinholder information? How do I add or update leinholder information?
	How to install the ITC Integration Center? How to install the ITC Integration Center
	What does the Single Parent question in TurboRater do? What does the Single Parent question in TurboRater do?
	What does the Parent's Policy question in TurboRater do? What does the Parent's Policy question in TurboRater do?
	Microsoft .Net Framework 3.5 Installation Instructions Microsoft .Net Framework 3.5 Installation Instructions Icepoc Integration center
	What is the difference between Policy Status and Bound Status? Poolicy Status vs Bound Status
	How do I add a new lead source? How to add or edit lead sources
	Error bridging to Haulers Error bridging to Haulers
	Arrowhead General Agency Bridge Instructions Arrowhead General Agency Bridge Instructions
	How to create or update a company group or add a company in TurboRater How to create or update a company group or add a company in TurboRater
	Auto-Purge Feature of TurboRater Auto-Purge Feature of TurboRater
	How to set up the Applied Epic bridge Setup bridge for Applied Epic
	Copy of the TurboRater Setup Guide TurboRater Setup Guide
	How to submit a Rate Discrepancy research request How to submit a Rate Discrepancy research request
	How to Add a Fee(s) to a Quote Template How to Add a Fee(s) to a Quote Template
	How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees) How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
	How do I change the address, phone number or other information for a location? How do I change the address, phone number or other information for a location?
	How do I add a new company for quoting?
	What are user roles (agency or location admin, standard or restricted user)?
	National General message "Agent is not authorized to sell Plan Code." National General producer code issue
	Entering United Insurance Group Credentials in to TurboRater Entering United Insurance Group Credentials in to TurboRater
	How do I rate dwelling policies only?
	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.
	How to rate Non-owner quote.
	How to Change a quote template during the quoting process Quote Template Selection
	What do the new quote template options mean? quote template default/setup
	Why is the Quote Template selection greyed out at the user level? Quote template default
	Where did this go?
	How to set the default payment method Setting the default payment method
	How do we update the lienholder list if an address changes, or we need a new lienholder saved etc...
	How to enable Homeowners rating in TurboRater Setting Up Homeowners Rating
	I would like to know how much it will be if we add another user or another location?
	How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen? How to change the requirement for the Bound/Not Bound menu
	What carriers does TurboRater partner with in Mexico? Which Mexican carriers are linked to TurboRater
	How Do I Bridge to American Heartland or United Equity? American Heartland & United Equity Application Process
	How do I quote vehicles that are older than 1971? How to rate a vehicle older than 1971
	How do I quote renters policy?
	Illinois Custom Financing Setup Illinois Custom Financing Setup