Rating Blog

|

July 2014 Schedule for TurboRater Academy

Join us each Tuesday for TurboRater Academy, our free, 30-minute weekly webinar series on the different features and capabilities of our personal lines comparative rater TurboRater.

There are two tracks: one for admins like agency principals and managers and one for users like producers and customer service representatives.

Here are the upcoming topics for each track.

TurboRater Admin Academy - for agency principals and managers, every Tuesday at 11:00 a.m. CDT

July 1 - Company Ranking: How to Set Company Preferences (click here to view the recording)
July 8 - Letters: How to Create/Edit Quote Letters
July 15 - Miscellaneous Premiums: How to Set Up Agency/Broker Fees (click here to view the recording)
July 22 - Lead Sources: How to Customize Your Lead Source (click here to view the recording)
July 29 - Advanced Reports: How to Manage Your Agents’ Performance (click here to view the recording)

Click here to register for TurboRater Admin Academy.


TurboRater User Academy - for producers and customer service representatives, ever Tuesday at 3:00 p.m. CDT

July 1 - Basic Reports: How to Manage Your Quotes (click here to view the recording)
July 8 - Sorting Options on the Comparison Screen: How to Sell Policies When Pricing is a Factor (click here to view the recording)
July 15 - Licensing Questions: How to Rate an Insured with a Foreign License (click here to view the recording)
July 22 - Notes/Reminders: How to Create Notes with Reminders and Run Reports on Them (click here to view the recording)
July 29 - User Preferences: How to Set Up TurboRater to Look and Feel the Way You Want (click here to view the recording)

Click here to register for TurboRater User Academy.




RELATEDTURBORATER ACADEMY TRAINING



© 1983-2016, Insurance Technologies Corporation
All Rights Reserved - Terms & Privacy Policy

1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482