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TurboRater Training Videos

How to Create a Quote Template in TurboRater 01:28

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

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 Rate an Auto Policy Using the Single Screen 13:17

Watch this video for how to rate an auto policy using the single entry screen.

How to Rate an Auto Quote Using the Single Screen (CA) 11:52

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

How to Rate a Homeowners Policy 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.

Como Crear una Cotizacion de Carro (How to Quote an Auto in Spanish) 18:40

Aprenda como hacer una cotizacion de carro.

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.

How to Quote a Motorcycle in TurboRater 10:31

Learn the process for rating a motorcycle quote in TurboRater.

How to Delete Saved Quotes in TurboRater 02:06

Learn how to delete saved quotes in TurboRater.

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

Learn how to set up a new user 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.

Basic Reports in TurboRater 03:30

Learn about run basic reports in TurboRater.

TurboRater Quoting & Bridging Webinar (All Users) 22:48

This is a recording of a recent TurboRater Quoting & Bridging webinar. The webinar is intended for all new TurboRater users. You learn how to quickly get accurate quotes, then how to bridge a quote to the carrier site or your agency management system.

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.

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.

Using TurboRater as an MGA 03:46

Learn how to configure TurboRater for your MGA workflow.

Selecting Carriers from the Quote Screen 02:05

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

Ordering an MVR 02:03

Learn how to order an MVR within 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.

Using IP Addresses to Restrict Access 02:25

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

How to Set Up a Location in TurboRater 02:06

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

How to Generate ACORD Forms in TurboRater 02:12

How to generate an ACORD form in TurboRater.

How to Customize the Rating Application Fields in TurboRater 01:59

Learn how to customize the rating application in TurboRater. You can hide fields that don't affect the premium for your carriers, so make completing the application faster.

TurboRater Setup Webinar (Admins) 22:24

This is a recording of a recent TurboRater Setup webinar, and is intended for admins at an agency that's new to TurboRater. The webinar explains the steps that must be completed before an agency begins quoting in TurboRater.

Company Ranking in TurboRater 02:56

Learn how to use the company ranking feature in TurboRater.

Ranking Companies in TurboRater 02:35

With TurboRater’s Company Ranking feature, ITC gives agencies a way to take simply comparing premiums out of rating, and put the emphasis on carrier relationships and agent expertise back in.

TurboRater Provides Unlimited, Prefill Lookups for Texas Agents 01:11

TurboRater is now the only comparative rater to provide unlimited, free prefill lookups for its Texas agents. Unlimited, free prefill lookups is just another reason that TurboRater is the value-rich choice for Texas agents.

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