FAQ ID # 423
report on number of policies sold online
Last Update : 2020/06/26
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Question / Issue
Report on how many policies sold via Buy Now.

Answer / Solution

To see the number of policies bound through the Buy Now feature in TurboRater for Websites:

  • Log in to TurboRater
  • On the top menu, select Reports > Basic > Create New Report
  • In the Filters section, select:
    • Contact Method = TurboRater for Websites
    • Policy Status = Bound
    • Specify the date range for when it was bound
  •  Specify your Report Type and click Generate Report

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