TurboRater Newsletters

Home Rating Added to TurboRater

Wed, 21 Dec 2011 00:00:00 -0600

Home Rating Added to Web Edition We are excited to announce the release of our Homeowners Comparative rater in Texas. Customers currently using our Web Edition have had the home rater added to their account at no additional cost. They now have the ability to quote both lines of business in one easy-to-use system. Just like with auto, the home rater provides a consistent and uniform entry. The flow is very much like obtaining an auto quote which makes it very easy to learn t...

TurboCharge Your Sales with AgencyBuzz

Mon, 19 Sep 2011 00:00:00 -0500

TurboCharge your Sales with AgencyBuzz You have a potential customer on the phone and just provided a quote to them, now what? Do you just save the quote and then hope they buy from you soon? Or does your agency have a procedure in place to follow up with the prospect at some point in the near future? If so, is the follow up done by phone, direct mail, email, all of the above? How do you track which clients need a follow up and when? Do you only call or email the day after providing the quote o...

New Features Added to TurboRater

Tue, 08 Mar 2011 00:00:00 -0600

Holding Producers Accountable Your producers work every day to sell policies, but the quotes that they give prospective clients don’t always turn into revenues for your agency. It is important that you monitor your producers’ results in order to hold them accountable and give mentoring where it is needed because a successful producer is a happy and profitable producer. Read more about measuring your producer’s success and holding them accountable for their ...

TurboRater Monthly Newsletter - December 2010

Wed, 01 Dec 2010 00:00:00 -0600

Company Groups There are situations when an agency may need to have different companies or different producer codes for their producers or locations. For these situations, we have included a "Company Group" feature in TurboRater Web Edition. Company Groups provide the ability for each producer or location to have their own customized set of companies. For example, agencies that have multiple locations may have separate producer codes for each location. Company Groups can be used to ass...

TurboRater Monthly Newsletter - November 2010

Mon, 01 Nov 2010 00:00:00 -0500

New Updates for TurboRater Web Edition We have added several new features to TurboRater Web Edition in our recent update. This newsletter will highlight just a few of the key enhancements. To see a complete list of the new updates, please view the weekly update notification sent to you via email on November 19, 2010. Key Enhancements Quote Letters: Sending a follow-up letter to a potential or current client after a providing a quote is important because it puts your company's name ...

Auto-Owners Rates Now Available in Indiana

Fri, 01 Oct 2010 00:00:00 -0500

Auto-Owners' rates now available on Web Edition We are excited to announce we have added Auto-Owners' rates to TurboRater Web Edition. Their rates are Real Time and do require an active producer code to retrieve. How do I add a new company to TurboRater? Remember, to improve the accuracy of a Auto-Owner quote, be sure to accurately complete all rating questions. In addition, they have several specific Company Questions. By taking just a moment to answer these questions, you can be...

TurboRater Monthly Newsletter - October 2010

Fri, 01 Oct 2010 00:00:00 -0500

Who Can Edit Companies in Web Edition? One of the great features in Web Edition is the ability for the agency owner to assign an Access Level to each of their employees. The Access Level assigned will determine what abilities the employee has in TurboRater. For example, certain Access Levels can restrict what quotes can be viewed or edited, their ability to generate reports, their access to create or edit other users or locations, and so on. In some cases, agen...

New Process for Quoting Safeco and Speed Enhancements

Wed, 01 Sep 2010 00:00:00 -0500

New Process for Quoting Safeco Safeco rates are now available as an exclusive rate in CO, IN and VA. For those quotes you believe fit Safeco’s risk model, you can obtain their rate by clicking on the Safeco name in the Rating/Scoring Option tab (also known as the Insurance Scoring/Real-Time Rating screen for desktop users). To obtain a Safeco rate, click on Safeco's name in the Insurance Scoring Screen: Web Edition Desktop Edition Remember, to improve t...

Vehicle and Driver Attribute Lists and Producer Codes

Sun, 01 Aug 2010 00:00:00 -0500

Customizing the Driver and Vehicle Attribute List By default, there are twenty-five Driver and nine Vehicle Attribute questions displayed under the Driver and Car tabs. Attribute questions are included because many insurance companies require this information to return an accurate quote. However, you may find the companies you represent do not need all of the attribute questions answered, therefore, in the Web Edition you have the ability to remove any unneeded questions. Customizing t...

Offer Online Auto Insurance Quotes to Consumers

Thu, 08 Jul 2010 00:00:00 -0500

When asked how they obtained price quotes for their auto insurance, 63% of respondents indicated they went online to get a quote. With TurboRater Web Edition, you can offer online auto quotes to internet shoppers 24/7, for a nominal fee. How does the Online Consumer Rater work? Online insurance consumers enter their quote information Up to 20 companies of your choice are rated The best price is presented to the customer Following the quote,...

New Training Videos

Tue, 15 Jun 2010 00:00:00 -0500

We are pleased to announce our new training videos for Web Edition. Topics include: How to enter a quote Setting Up Company Groups Setting Up Agency Locations Agency Management Integration System Preferences and Quote Templates Setting up Integration Reports Deleting Q...