AutoRating.TurboRater.com

Topics > Program Setup

Program Setup (112 FAQs)

Top 10 FAQs For This Topic
How do I set up and install the American Freedom Bridge?
American Freedom Bridge Install
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
Where do I go to enter my company producer codes?
How do I set up my bridges?
How to Change a quote template during the quoting process
Quote Template Selection
How do I generate a quote letter?
How do I export my TurboRater leads into AgencyBuzz?
How do I add a new quote letter template?
What are the restricted Access Levels that can be set on any type of user?
User Access levels in TurboRater
How do I set up bridging for an Agency Management System in TurboRater?

Recently Added FAQs To This Topic
What settings are needed on Agency Matrix to bridge from TurboRater?
Settings in Agency Matrix for bridge
Setting up Velocify integration with AgencyBuzz and TurboRater
Setting up Velocify integration with AgencyBuzz and TurboRater
How do I add or update leinholder information?
How do I add or update leinholder information?
How to install the ITC Integration Center?
How to install the ITC Integration Center
Microsoft .Net Framework 3.5 Installation Instructions
Microsoft .Net Framework 3.5 Installation Instructions Icepoc Integration center
How to create or update a company group or add a company in TurboRater
How to create or update a company group or add a company in TurboRater
How to set up the Applied Epic bridge
Setup bridge for Applied Epic
Copy of the TurboRater Setup Guide
TurboRater Setup Guide
How to Add a Fee(s) to a Quote Template
How to Add a Fee(s) to a Quote Template
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
How do I add a new company for quoting?
What are user roles (agency or location admin, standard or restricted user)?
How do I rate dwelling policies only?
How to Change a quote template during the quoting process
Quote Template Selection
What do the new quote template options mean?
quote template default/setup
How to set the default payment method
Setting the default payment method
How to enable Homeowners rating in TurboRater
Setting Up Homeowners Rating
I would like to know how much it will be if we add another user or another location?
How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen?
How to change the requirement for the Bound/Not Bound menu
Illinois Custom Financing Setup
Illinois Custom Financing Setup
How to setup MVR services with ADR?
How to setup MVR services with ADR
Submitting a Bind Request to an MGA
WIAA Quote Processing
Bridging to TurboRater from Insurance Pro when using Chrome as the default browser
Extra bridging step from Insurance Pro to TurboRater while using Google Chrome
TurboRater supports two-way auto & home bridging with NowCerts Management System
NowCerts Agency Management System
How do I set up two-factor authentication?
How to set up Two-Factor Authentication
Location Assignment Settings
Quote Assignment Settings
How to make Phone Number a required entry
How to make Phone Number a required entry
How do I setup bridge to AMsoft?
AMsoft bridge setup.
Basic Reports Access for Standard or Restricted Users
Basic Reports Access for Standard or Restricted Users
Making fields required
Required Fields
Stillwater Auto and Home Company Setup
Stillwater Auto and Home Company Setup
What settings should be used for Applied Systems Bridges - v7.1, v9 & v10 and Epic?
Applied Systems Bridges - v7.1, v9 & v10
How do I turn on Companies in multiple states?
How to turn on Companies in multiple states
How do I set a quote template for everyone in the agency?
quote template settings
What Agency Management Programs does TurboRater integrate with?
How do I set defaults for carrier questions?
How do I deactivate Reliant’s Fee for Service Program?
How to Deactivate Reliant's Fee for Service Programs
How do I set up integration in the INSTAR Agency Management system to bridge with TurboRater?
Instar integration setup
How do I restrict a Standard User to only a specified location(s)?
How do I restrict a Location Admin to only their assigned locations?
How to Require a Lead Source be Entered on Quotes
How do I force bridged quotes to be marked bound automatically?
How do I add a new location to TurboRater?
add new location create enter how
What is Restrict Location Admin to ONLY their assigned location?
Why can't the Save Quotes Automatically feature not be used in conjunction with the Require a Reason for all Quotes not Bound feature?
How does the Require a Reason for All Quotes not Bound feature work?
How can I add the Driver & Vehicle Prefill Lookup feature to my account and what is the cost?
How do you print a different Agency Name for a specific location?
How to activate Combined Coverage
How to set up a SambaSafety or Compass Driving Records MVR account in TurboRater.
Search within this topic :

Back to Top