AutoRating.TurboRater.com

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100 FAQs Found
Page 1 of 10
How do I create a quote template (set my own default entry fields)?
 
How do I edit a quote template?
 
How do I set a default for a certain Lead Source on quotes?
 
How do I set a default Quote Description for all new quotes?
 
Can I default an insurance scoring configuration?
 
How do I change the payment plan that prints on my quote?
 
How do I open a new quote from a quote template other than my default quote template?
 
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 setup and install the First Chicago bridge?
First Chicago Bridge install instructions  
How do I setup the Traders bridge?
Traders Bridge Setup 
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