Enhancements
Current TurboRater Users - Preparing to Upgrade to TurboRater Web Edition To upgrade to the TurboRater Web Edition, the following requirements need to be met:
Minimum System Requirements
Subscription to Online Quote Storage Must allow Javascript Must allow pop-ups Must allow Browser Cookies Minimum resolution 1024 x 768 IE 6.0+ or Firefox 2.0+ required, IE 7.0+ recommended 768k DSL or better (no dial-up) .NET framework 2.0+ (requires Windows XP+) 512MB RAM Hard drive storage space required is dependent on the company bridges used. 10MB – 100MB
How to Upgrade > If you store your quotes locally (on your computer) In order to utilize the browser-based technology available with the new Web Edition, a subscription to online quote storage will be required. The benefits of using online quote storage far outweigh the minimal cost for the subscription. Contact our sales department today to learn more at (800) 383-3482 x189. > If you are currently an Online Quote Storage Subscriber Simply download the Quick Start Guide for Online Quote Storage Users and you can start using all of the new features in Web Edition by the end of the day. Training Video for Current Users For Current Desktop Users For Current Administrators (Agency Principals)
Training Video for Current Users
Access TurboRater From Multiple Locations Access TurboRater and your quote files anywhere you have internet access. No longer be restricted to a certain computer or a particular office. Customize TurboRater per Location and/or User Now there is the ability to specify companies and producer codes by user or location. Six Cars and Six Drivers As supported by the individual companies, now there is the ability to quote up to 6 cars and 6 drivers. Reminders Manage your quotes more effectively with the ability to add reminder notes the quotes. Automatic Backups With your quote database being stored online on ITC's advanced servers, you can rest easy knowing your quotes will be automatically backed up on a daily basis. Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Customize TurboRater per Location and/or User Now there is the ability to specify companies and producer codes by user or location. Six Cars and Six Drivers As supported by the individual companies, now there is the ability to quote up to 6 cars and 6 drivers. Reminders Manage your quotes more effectively with the ability to add reminder notes the quotes. Automatic Backups With your quote database being stored online on ITC's advanced servers, you can rest easy knowing your quotes will be automatically backed up on a daily basis. Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Six Cars and Six Drivers As supported by the individual companies, now there is the ability to quote up to 6 cars and 6 drivers. Reminders Manage your quotes more effectively with the ability to add reminder notes the quotes. Automatic Backups With your quote database being stored online on ITC's advanced servers, you can rest easy knowing your quotes will be automatically backed up on a daily basis. Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Reminders Manage your quotes more effectively with the ability to add reminder notes the quotes. Automatic Backups With your quote database being stored online on ITC's advanced servers, you can rest easy knowing your quotes will be automatically backed up on a daily basis. Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Automatic Backups With your quote database being stored online on ITC's advanced servers, you can rest easy knowing your quotes will be automatically backed up on a daily basis. Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Enhanced Reporting Capabilities The new reporting features will give you more choices in monitoring your quoting activity. Track closing ratios by monitoring your staff's quotes vs. written policies; see where your quotes are located with our new Geographical Map feature. Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Improved Quote Lookups Find quotes easier and quicker with additional search criteria. Lookup quotes by last name, first name, phone number, quote number, email address, location quoted, CSR/Agent, open reminders, expired policies, and so on. No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
No Need to Manage Multiple Sets of Company Rates It is no longer necessary to have the old and new company rates installed, just choose the companies you wish to be active on your rater. TurboRater Web Edition automatically handles the selection of the proper rate based on the policy effective date you enter. Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
Streamlined Interface Select which driver attributes and car attributes are necessary for the companies you write with. For instance, if "Months at Residence" or "Single Parent" isn't an underwriting question your companies use, simply turn that question off.
