TurboRater Help Center

Topics > Quote Features

Quote Features (51 FAQs)

Top 10 FAQs For This Topic

	How does NetQuote work with TurboRater?
	How can I set up each of my CSR's to log in to TurboRater so that I can run reports to find out who quoted what?
	How to Setup Generic Financing Generic Financing Setup for TurboRater WebEdition
	How can I turn off some of the items that display on the quote printout?
	I get this error message when attempting to rate a quote: Read beyond end of file. What do a I do to fix this?
	How do I export and email an individual quote as a TT2 attachment?
	How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?
	What information do I need to know about the Consumer Rater that integrates with the Comparative Rater?
	How can change the view multiple quotes open at one time?
	What do the yield and stop sign indicators on the Comparison screen mean?

Recently Added FAQs To This Topic

	How do I obtain a Real-Time Rating quote?
	Per this CR-M & Wind rule: "Commercial-Residential Multi-Peril & Wind Only: Maximum limits per building – none. However, any scheduled building with a replacement cost over $10,000,000 must be submitted to Citizens at least 30 business days prior to effective date for individual risk rating consideration (A-Rated Risk)." Please clarify for me before we purchase the TurboStorm product: If I have a building with a RC of OVER $10ml I have to submit it directly to Citizens for the A-Rated Risk. Does your program supply all of the forms necessary for submitting an A-Rated Risk? And would your program be able to tell us what the A-Rated risk premiums might be? Thank you
	How does NetQuote work with TurboRater?
	how do i change defaults?
	I get this error message when attempting to rate a quote: Read beyond end of file. What do a I do to fix this?
	Is there anyway to print out a list of the available violations on the "add violation" screen? I remember (years ago) being able to do that. Thanks! Joyce Munoz Silcox Insurance Services
	the screens are not allowing me to used the dropdown buttons...as in changing the sex from male to female or single to married. please advise what i need to do to correct this problem. thank you!
	I cannot click on the dropdown lists to highlight other options other than what is defaulted.
	What information do I need to know about the Consumer Rater that integrates with the Comparative Rater?
	How do I determine which "Prior Transfer Level" to choose? What do each of them entail?
	Why is a comprehensive and collision premium showing when I am trying to rate a liability only quote?
	How do I change the default values for Generic Financing for my quote (available in IL, OH, and TN only)?
	How to Setup Generic Financing Generic Financing Setup for TurboRater WebEdition
	How do I select a different finance company once I've gone to the quote Breakdown screen of a Combined Coverage quote (available in Illinios only)?
	How do I export and email an individual quote as a TT2 attachment?
	How do I move an excluded driver from the Exclusions (F6) tab to the Drivers (F4) tab?
	How do I move a driver entered on the Drivers (F4) tab to the Exclusions (F6) tab?
	What is the Company Questions tab for?
	How can change the view multiple quotes open at one time?
	When I have multiple quotes open, how can I view a list of what I have open?
	How do I rate an endorsement in the Comparative Rater?
	How do I save a quote?
	How can I edit an existing note attached to my quote?
	How do I delete a note attached to my quote?
	How can I attach a note or memo to each of my quotes?
	What do the yield and stop sign indicators on the Comparison screen mean?
	How can I quickly change limits or deductibles after rating a quote without having to go back to that tab in the quote entry?
	How do I sort the Comparison screen by a column other than the Total Premium?
	How do I change the default payment plan for all quotes for my insurance company?
	How do I choose a different payment plan from the one that is defaulted on the quote preview?
	How do I get back to the Comparison screen listing all of my companies from the Quote Breakdown screen for a specific company?
	How do I change the size of the quote preview on the Breakdown screen?
	How do I get to the second page of the quote preview on the Quote Breakdown screen?
	I don't want the Comparative Rater to automatically apply an Anti-Theft discount for my companies, how do I turn that off?
	How can I turn off some of the items that display on the quote printout?
	What does the asterisk * in the Term column next to the number mean on the comparison screen?
	How can I force the program to only rate the companies when the Limits, Deductibles or Term match what I enter?
	What is the Quote Description entry field used for?
	I don't use the Miscellaneous Premiums section, how can I remove it from the screen?
	How do I set up additional agency premiums or fees for my quotes (Miscellaneous Premiums)?
	How do I add a vehicle to my quote?
	How can I quickly delete a vehicle from my quote?
	How do I quickly add a driver to my quote?
	How can I quickly delete a driver from a quote?
	How can I set up each of my CSR's to log in to TurboRater so that I can run reports to find out who quoted what?
	Is there a history list of quotes that I recently opened that I can access?
	How do I delete a quote template?
	I have multiple quote templates, how do I choose another template to become the default template?
	How do I edit a quote template?
	How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?