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TurboRater Training Videos

TurboRater for Websites Setup for Admins 27:37

This live training webinar is for all TurboRater for Websites users, including Admins. You can use this as a refresher from your one-on-one training or if you've added a new employee. In this webinar, you'll learn how to set up your Admin Console, customize your Admin Console, add a company group specifically for TurboRater for Websites, and more!

AccuAuto to TurboRater - Quoting and Bridging 28:11

This training video is for AccuAuto users switching to TurboRater, including all new TurboRater users, including agency owners, producers, and CSRs. You'll learn the fastest way to run a quote, bridge a quote to a company website or a compatible management system, add notes and reminders and more.

Quote a Companion Policy 02:51

With our new Companion Policy feature, you'll submit for a quote once, and receive auto and home quotes side-by-side, so you can quickly offer the most competitive package solution to your prospect. Companion Policy will make your agency's auto and home package sales skyrocket.

Log In and Change Password 01:38

Learn where to log in to TurboRater and change your current password. We'll show admins how to access any user's password too.

TurboRater Setup Webinar (Admins) 21:48

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.

Setting Up Carriers to Quote 01:36

Before quoting and bridging, your carriers must be set up in a Company Group. All locations and users that have the same producer codes and logins for every company can share one company group. Otherwise, create a separate company group for each location or user who has their own carrier producer codes and/or logins.

Customize the Rating Fields with Quote Templates 05:13

Quote templates are used to pre-fill common answers into a new quote application's fields. This makes quoting faster and more accurate. Learn how to create a new template, edit an existing template, and start a new quote from a template.

PIA Affiliates - Carrier Setup & Quote Binding 02:23

This video shows PIA affiliates how to set up their PIA carriers in a TurboRater company group, and how to submit bind requests to PIA for some carriers.

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

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

Quoting an Auto Policy 13:17

We'll show you how to quickly quote an auto policy in TurboRater by using the single screen.

Quoting a California Auto Policy 11:52

We'll show you how to quickly quote a California auto policy in TurboRater by using the single screen.

Quoting a Homeowners, Renters or Condo Policy 08:52

Let us show you how to quickly quote a homeowners (HO3 or HO5), renters (HO4) or condo (HO6) policy in TurboRater. To quote a Renters HO4 policy, go to the Property Information section in the application, and select "Tenant" in the Occupancy field. Then select the Dwelling Use, like apartment, condo or dwelling (home). To quote a Condo HO6 policy, go to the Property Information section in the application, and select "Condo" in the Dwelling Use field.

Bridging to InsurancePro 03:11

You can easily bridge a TurboRater quote to InsurancePro Management System - let us show you how.

TurboRater Provides Unlimited Free 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.

Finding a Client / Quote in TurboRater 03:51

Finding a prospect or client you've already entered in TurboRater is quick and easy - we'll show you how.

Configuración de TurboRater (TurboRater Setup - Spanish) 13:00

Esta es una grabación de un seminario web de configuración reciente de TurboRater, y está destinada a los administradores de una agencia que es nueva en TurboRater. El seminario web explica los pasos que deben completarse antes de que una agencia comience a cotizar en TurboRater.

Cotizar una Póliza de Automóvil (Quoting an Auto Policy - Spanish) 18:40

Aprenda cómo hacer una cotización de automóvil con TurboRater.

Cotizar una Póliza de Seguro Propietario (Quoting a Homeowner Policy - Spanish) 11:19

Permítanos mostrarle cómo cotizar rápidamente una póliza de seguro propietario (HO3 o HO5), inquilinos (HO4) o condominio (HO6) en TurboRater. Para cotizar una política de inquilinos HO4, vaya a la sección Información de la propiedad en la aplicación y seleccione "Tenant" en el campo Ocupación. Luego seleccione el uso de vivienda, como apartamento, condominio o vivienda (casa). Para cotizar una política de condominio HO6, vaya a la sección Información de la propiedad en la aplicación y seleccione "Condo" en el campo Uso de la vivienda.

Carrier Bound Data & Report Scheduling 01:51

With our 41.0 release, we introduced two new features, the ability to collect policy bound / not bound data by carrier, and the ability to schedule reports to be automatically emailed at specified intervals. This short video explains these new enhancements in more detail.

Set Up Bridging with NowCerts 01:47

TurboRater supports two-way, auto and home bridging from NowCerts. This short video explains how to set up this integration.

Run Basic Reports 03:30

TurboRater is full of valuable data that's entered during the quoting process; see how to access the data with basic reports.

Run Advanced Reports 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, quotes bound / not bound and more.

Generate a Prefilled ACORD Form 02:12

Don't waste time manually typing information into ACORD forms. TurboRater prefills data from a rating application into the ACORD form of your choice and still allows editing any fields - we'll show you how.

Quoting a Foreign License 01:21

Learn how to run a quote with a foreign license; Mexico, Metricula, International or other.

Record a Quote as a Bound Policy 02:47

Record all TurboRater quotes that convert to policies so you can run valuable close ratio reports.

Monitoring Policies Bound 03:17

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

Creating a New User Account 06:01

Learn how to set up a new user in TurboRater.

Create a New Location 02:06

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

Set Company Rankings 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.

Quoting a Motorcycle Policy 10:31

Learn the process for rating a motorcycle quote in TurboRater.

Delete a Quote 02:06

Learn how to delete saved quotes in TurboRater.

Select Specific Carriers to Quote 02:05

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

Order an MVR Report 02:03

Learn how to order an MVR within TurboRater.

Restrict User Access to TurboRater 02:25

TurboRater admins have the ability to limit the IP addresses that can be used to log into TurboRater. This restricts your users' access to your TurboRater account and its data.

Integrate an AgencyBuzz Account 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.

MGA Set Up 03:46

Learn how to configure TurboRater as a Managing General Agency (MGA).

Bridging Company Groups 02:14

Learn how to bridge to company groups for each location for users with their own carrier producer codes.

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