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TurboRater Training Videos

How to Do an Auto Quote Using the Single Screen 13:17

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

Bridging From TurboRater to InsurancePro 03:11

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) 11:52

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

How to Rate a Homeowners Quote in TurboRater 08:52

Learn the process for rating a homeowners quote in TurboRater.

Monitoring Policies Bound 03:17

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

Quoting a Mexico or International License 01:21

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

How to Delete Saved Quotes in TurboRater 02:06

Learn how to delete saved quotes in TurboRater.

How To Mark a Policy Bound in TurboRater 02:47

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

How to Create a Quote Template in TurboRater 01:28

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

How to Set Up a New User in TurboRater 06:01

Learn how to set up a new user in TurboRater.

AgencyBuzz Integration with TurboRater 03:40

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.

Basic Reports in TurboRater 03:30

Learn about run basic reports in TurboRater.

How to Rate a Motorcycle Quote in TurboRater 10:31

Learn the process for rating a motorcycle quote in TurboRater.

Advanced Reports in TurboRater 04:29

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 Find Client Screen in TurboRater 03:51

Learn how to use the find client screen to access saved quotes in TurboRater.

What is the Purpose of Company Groups? 01:34

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 02:06

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

Ordering an MVR 02:03

Learn how to order an MVR within TurboRater.

How to Customize Driver and Vehicle Attributes 01:59

Learn how to customize driver and vehicle attributes in TurboRater.

Using TurboRater as an MGA 03:46

Learn how to configure TurboRater for your MGA workflow.

Using IP Addresses to Restrict Access 02:25

Learn how to use IP addresses to restrict user access to TurboRater.

How to Generate ACORD Forms 02:12

How to generate an ACORD form in TurboRater.

Selecting Carriers from the Quote Screen 02:05

Learn how to select which carriers to rate or not from TurboRater's quote screen.

Company Ranking in TurboRater 02:56

Learn how to use the company ranking feature in TurboRater.

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