AutoRating.TurboRater.com

FAQ ID # 1016
Last Update : 2020/04/15
Rating : Not Rated
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Question / Issue
How do I add a new company for quoting?

Answer / Solution

For quoting purposes, companies are added to “Company Groups” in TurboRater.

Be sure to add the company to all applicable company groups if you have more than one Company Group in TurboRater.

To add a company to a company group:

  1. Hover over Administration and select Edit Companies.
  2. Select the state and line of business (company must be added for each applicable state and line of business) from the drop-down menus at the top of the page.
  3. At the left Active column, check the box for the company to add.
  4. On the right of the company name, click Edit Info.
  5. Enter the producer code, and username and password used to log into the company website.
  6. On the left of the company name, if the company does not have a gear icon, then ITC's bridging software must be installed on each computer.
  7. Click Submit Changes at the bottom of the page.

 

 



Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=1016

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