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Quote Features (107 FAQs)

Top 10 FAQs For This Topic
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 turn on or off the Quote Auto Save option?
How to enable Auto Save
How do I create a quote template (set my own default entry fields)?
What are Click to Rate Companies?
How do I force bridged quotes to be marked bound automatically?

Recently Added FAQs To This Topic
How do I add a new lead source?
How to add or edit lead sources
How to submit a Rate Discrepancy research request
How to submit a Rate Discrepancy research request
How to Add a Fee(s) to a Quote Template
How to Add a Fee(s) to a Quote Template
How do I rate dwelling policies only?
If I have run a quote for a client, for example, 1 minute or 1 year ago, how do I pull up those numbers? It seem like the only option is to re-run the quotes.
How to rate Non-owner quote.
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?
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
How do I quote renters policy?
How does the Property Lookup feature work?
How the replacement cost valuation feature works
How do I activate CoreLogic Replacement Cost Valuation (formerly known as MSB)?
How to activate the CoreLogic Property Valuation feature
HELLO, HOW DO WE CORRECT THE GARAGING ADDRESS
Where to modify the garaging address
What to do if Progressive does not return a rate in TurboRater.
Progressive Quoting
Which lead vendors can be used with TurboRater?
Supported lead sources
What is Transportation Driver Coverage?
Transport Driver Coverage
What is Usage-Based Rating
Usage Based
How does the Pay Plan selection work?
How does the Pay Plan selection work?
How do I enter a Suspended or Expired License in CA?
CA License Suspension/Expiration
How can I enter the Licensed State for a state other than what I am rating in?
What is Native Language?
What the Native Language field is for
How do I turn on / off the requirement to enter a First and Last Name?
How to display or not display the Drivers License entry on the Single Screen Entry tab.
How do I print out my reminder notes?
How to Require a Lead Source be Entered on Quotes
How do I force bridged quotes to be marked bound automatically?
How do I print VA driving violations list from driver screen so I can study the terms to match to the violations?
What is Reason Not Bound?
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 I edit the company territories in TurboRater?
What entries are exported to AgencyBuzz?
How to activate Combined Coverage
How to set up a SambaSafety or Compass Driving Records MVR account in TurboRater.
How do I delete individual quotes?
What is Combined Coverage?
combined coverage
Protection Class Selection
I had a quote started by our intern that she saved. When I tried to open it at a different station under another account, the program asked me if I wanted to use it as a read only or to unlock it so it could be changed. Since more work needed to be done, I unlocked it. When I finished the quote and tried to save it I received the following message: "An error occurred saving the quote [XXX]. The Save Failed [The policy save failed. You do not have the policy locked.]." How do I now save this quote for later reference? Can I "Lock" this quote somehow so I can save it? Little help here.
I would like to be able to give a 'QUICK" quote. what is the min. amt of info I can input.
What are the field names that I can use for my customized Homeowner quote letter templates to pull in information from my quote?
What are Click to Rate Companies?
How do I turn on or off the Quote Auto Save option?
How to enable Auto Save
How do I restrict a user from printing an auto insurance card or binder?
How do I make email address a required entry?
How do I enter the Commission percentage for each company?
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