AutoRating.TurboRater.com

FAQ ID # 384
Closing Ratio Report
Last Update : 2018/10/23
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
How to Run a Closing Ratio Report

Answer / Solution

Advanced Reports are only available with certain TurboRater plans. To upgrade your plan, please contact sales@getitic.com.

For this report to be accurate, all TurboRater quotes must be recorded as bound or not bound.

A closing ratio is calculated by dividing the number of quotes bound by the number of new quotes created.

To run a close ratio report:

  1. Go to Reports on the black bar at the top of TurboRater.
  2. Select Advanced.
  3. Closing ratio reports are located under each header on the upper left. Click the arrow at one of following, then select Closing Ratio.
    • Producers/Customer Service Reps
    • Locations
    • Agency
    • Insurance Companies
    • Lead Sources
    • Contact Methods
  4. At upper right, select a date range.
  5. Set other filters at the upper left.
  6. At top right, click Run Report.

For a quick view of which source has the highest closing ratio, click on the pie chart icon.


Related FAQs
What is the Closing Ratio Report?
Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=384

Tags
closing ratio reports report

Back to Top