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Program Features (189 FAQs)

Top 10 FAQs For This Topic
Username and Password Help
I forgot my password
What is the "Driver's Privacy Protection Act"?
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
Protection Class Selection
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?
How do I set up bridging for an Agency Management System in TurboRater?

Recently Added FAQs To This Topic
How do I reset my TurboRater password?
Resetting your TurboRater password
Cluster Agency Name Field usage in TurboRater
Cluster Agency Name Field usage in TurboRater
How to setup Hawksoft integration with TurboRater (Anywhere/Parallels)
How to setup Hawksoft integration with TurboRater (Anywhere/Parallels)
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
What does the Single Parent question in TurboRater do?
What does the Single Parent question in TurboRater do?
What does the Parent's Policy question in TurboRater do?
What does the Parent's Policy question in TurboRater do?
Auto-Purge Feature of TurboRater
Auto-Purge Feature of TurboRater
How to set up the Applied Epic bridge
Setup bridge for Applied Epic
How to Add a Fee(s) to a Quote Template
How to Add a Fee(s) to a Quote Template
How do I add a new company for quoting?
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
Why is the Quote Template selection greyed out at the user level?
Quote template default
Where did this go?
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
What carriers does TurboRater partner with in Mexico?
Which Mexican carriers are linked to TurboRater
How Do I Bridge to American Heartland or United Equity?
American Heartland & United Equity Application Process
How do I quote vehicles that are older than 1971?
How to rate a vehicle older than 1971
Illinois Custom Financing Setup
Illinois Custom Financing Setup
Generic Financing Setup
Generic Financing Setup
How to enable Single Sign On for TurboRater.
Single Sign-on Support
What is the Assigned To field?
Assigned To
Basic Reports - Auto Excel Report Details
Excel Auto Report Choices Expanded
Troubleshooting ordering MVRs
troubleshooting ordering MVRs
How to setup MVR services with ADR?
How to setup MVR services with ADR
Basic Reports Training Video
Basic Reports Training Video Link
Bridging Instructions for Harbor in Oklahoma(OK)
Bridging for Harbor in Oklahoma
TurboRater supports two-way auto & home bridging with NowCerts Management System
NowCerts Agency Management System
Support of the Tech Canary / Sales Force Bridge for Importing auto Sales Leads to TurboRater
Tech Canary / Sales Force Bridge Support
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
Are there any companies available not listed? I am looking to see if Nevada General is available.
How to activate AgencyBuzz in TurboRater
How to activate AgencyBuzz in TurboRater
ACORD Forms in TurboRater
ACORD Form Options
Basic Reports Access for Standard or Restricted Users
Basic Reports Access for Standard or Restricted Users
How long will I stay logged into TurboRater if there is no activity?
TurboRater Time Out
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
Why would I make lead sources required?
Why would you make lead sources required?
How do I set a quote template for everyone in the agency?
quote template settings
What is Mix and Match?
What is Mix and Match?
What Agency Management Programs does TurboRater integrate with?
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