FAQ ID # 327
Last Update : 2012/11/14
Rating : Not Rated
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Question / Issue
Why can't the Save Quotes Automatically feature not be used in conjunction with the Require a Reason for all Quotes not Bound feature?

Answer / Solution

In order to ensure every saved quote contains a reason as to why the policy was not sold, the Save Quotes Automatically feature cannot be activated.  To have this feature active requires TurboRater to save quotes immediately after they are rated, which would occur before the agent would have had time to determine if the prospect was going to purchase the policy or not.  Therefore, these two features cannot be activated at the same time.

Related FAQs
How does the Require a Reason for All Quotes not Bound feature work?

Direct Link to This FAQ

Save quotes automatically require reasons bound

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