AutoRating.TurboRater.com

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34 FAQs Found
Page 1 of 4
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 force bridged quotes to be marked bound automatically?
 
What are the restricted Access Levels that can be set on any type of user?
User Access levels in TurboRater 
What settings should be used for Applied Systems Bridges - v7.1, v9 & v10 and Epic?
Applied Systems Bridges - v7.1, v9 & v10 
What type of program access does each of the user types have and what are the labels for the different types of users?
User Access Roles in TurboRater 
How to Require a Lead Source be Entered on Quotes
 
How to set up the bridging auto quotes from TurboRater to Agency Matrix?
Bridging from TurboRater to Agency Matrix 
How to make Phone Number a required entry
How to make Phone Number a required entry 
How do I run a report on the number of policies bound by producer?
 
Why can't the Save Quotes Automatically feature not be used in conjunction with the Require a Reason for all Quotes not Bound feature?
 
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