www.turborater.com

FAQ ID # 334
Last Update : 2017/06/21
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Question / Issue
What entries can I hide, require, or choose a default selection?

Answer / Solution

TurboRater for Websites lets you customize the fields that are visible in the quote process. You can also choose to make certain fields required, and you can choose the default entry. For many fields, you can choose the default entry even if the field is not visible to your customers.

Below is the list of fields that you can choose to make visible or hidden. To make changes to these fields, log in to your TurboRater for Websites Admin Console and click the "Entries" tab. Be sure to save your changes when you're finished!

 

Welcome Page

 

 

 

Entry

Visible

Required

Default Value

Contact Phone

Yes/No

Yes/No

Home, Work, Cell





General Information

 

 

 

Entry

Visible

Required

Default Value

Address Line 2

Yes/No

Yes/No

 

Lead Source

Yes/No

Yes/No

Use "Preferences" tab to set Lead Sources

Policy Effective Date

Yes/No

--

Blank Date, Today's Date, Tomorrow, 2,3,4,5,6,7,8 days in advance

Non-Owner

Yes/No

--

 

Prior Insurance

Yes/No

Yes/No

Yes or No

Prior Carrier

Yes/No

Yes/No

Use "Prior Carriers" tab to select carriers to display

Reason for No Insurance

Yes/No

Yes/No

Select One; Car in Storage; Company Car; Deployed Military; Did Not Own or Operate a Vehicle; Driving Without Insurance; Incarcerated; No Insurance Required; Out of Country; Physically Impaired/Ill; Self Insured; Under Someone Else's Policy; Other.

Prior Insurance

Yes

Yes/No

 





Drivers

 

 

 

Entry

Visible

Required

Default Value

First Name

Yes/No

Yes/No

 

Last Name

Yes/No

Yes/No

 

Social Security Number

Yes/No

--

 

License Type

Yes/No

Yes/No

Not Licensed, US License, Mexico License, Canada License, International License, Poland License, Matricula

License State

Yes/No

Yes/No

State Quoted or choose state

Age Licensed

Yes/No

Yes/No

Defaults to 16 but you can change default age.

License Status

Yes/No

--

 

License Number

Yes/No

Yes/No

 

SR-22

Yes/No

--

Yes or No

Residence Type

Yes/No

Yes/No

Home; Apartment; Condo; Mobile Home; Fixed Mobile Home
Residence Status -- -- Own; Rent
Education Level

Yes/No

Yes/No

Choose from list
Industry

Yes/No

Yes/No

Choose from list
Occupation -- -- Choose from list

Violations

Yes/No

--

Use "Violations" tab to select violations to display





Vehicles

 

 

 

Entry

Visible

Required

Default Value

Usage

Yes/No

Yes

Select One; Drive to Work/School, Pleasure, Business

Annual Mileage

Yes/No

Yes/No

Default is 0 but you can default another amount in here.

VIN

Yes/No

--

 

Vehicle is Garaged

Yes/No

--

Select One; At my primary residence; Not at my primary residence
Own Or Lease

Yes/No

Yes/No

Select One; Own/No Loan; Own/With a Loan; Leased
Require Comp & Coll When Financed or Leased

Yes/No

--

 

Comprehensive Coverage

Yes/No

--

No Coverage, 250, 500, 750, 1000

Collision Coverage

Yes/No

--

No Coverage, 250, 500, 750, 1000

Rental

Yes/No

--

No Coverage, 20, 30, 40

Towing

Yes/No

--

No Coverage, 20, 50, 75





Quote Comparison

 

 

 

Entry

Visible

Required

Default Value

Sort Binding Companies at Top

Yes/No

 

 

User Comparison Sort

Yes/No

 

Down; Total Premium; Payments





User Verification

 

 

 

Entry

Visible

Required

Default Value

Bot/Spam Prevention (Captcha)

Yes/No

 

 

 



Direct Link to This FAQ
http://www.itcdataservices.com/support/ecmpfaq/?f=334

Tags
required, requirements, entries

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