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TurboRater Training Videos

How to do an auto quote using the single screen 14:26

Watch this video for how to do an auto quote using the single entry screen.

Bridging From TurboRater to InsurancePro 02:51

Learn how to seamlessly bridge a quote from comparative rating system TurboRater to agency management system InsurancePro.

How to Do an Auto Quote Using the Single Screen (CA) 12:34

Learn how to do an auto quote using the single entry screen in TurboRater.

How to Rate a Homeowners Quote in TurboRater 09:58

Learn the process for rating a homeowners quote in TurboRater.

Tracking Policies Bound 03:23

Learn how to track number of policies bound versus quotes provided in TurboRater.

Bridging From InsurancePro to TurboRater 01:33

Learn how to bridge from the InsurancePro agency management system to the TurboRater automobile, homeowners, and motorcycle comparative rating system.

How to Delete Saved Quotes in TurboRater 02:06

Learn how to delete saved quotes in TurboRater.

Quote Mexico or International License 01:13

Learn how to rate a Mexico or international license in TurboRater.

How To Mark a Policy Bound in TurboRater 02:43

Learn how to mark a policy as bound to track closing ratio in TurboRater.

How to Create a Quote Template in TurboRater 01:26

Learn how to create quote template in TurboRater to set defaults for fasting quoting.

How to Set Up a New User in TurboRater 05:30

Learn how to set up a new user in TurboRater.

AgencyBuzz Integration with TurboRater 03:00

Learn about how to integrate automated agency marketing system AgencyBuzz with comparative rating system TurboRater so you can automatically follow up on quotes, remind clients of renewals and payments and soliciting referrals.

How to Rate a Motorcycle Quote in TurboRater 12:14

Learn the process for rating a motorcycle quote in TurboRater.

Advanced Reports in TurboRater 05:21

Learn how to run performance reports in TurboRater so you can make better informed business decisions. Reports include producer performance, data entry quality, close ratio and quotes not bound.

How to Use the Open Quote Screen in TurboRater 02:24

Learn how to use the open quote screen to access saved quotes in TurboRater.

Basic Reports in TurboRater 02:12

Learn about run basic reports in TurboRater.

What is the Purpose of Company Groups? 01:27

Learn about how to set up company groups in TurboRater so different offices have their own customized set of companies.

How to Set Up a Location in TurboRater 02:13

Learn how to set up a new agency location in TurboRater.

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