June 2010 ITC TurboRater Monthly Newsletter
Subscribe to our Newsletters Online Bill Pay Suggestions Web Edition
 

IN THIS ISSUE

   
  » New Training Videos
  » Web Edition FAQs
  » Key Benefits
  » How To Upgrade
   
   
   
   
 

Follow us!

     
  Twitter twitter
     
  Facebook facebook
     
  LinkedIn linked in
     
  Blog blog
   
   
   
   
   
 

Training Videos

  Check out our Videos
   
   
 

ONLINE CE COURSES

  Check out our fast,
  easy, and
  affordable online
  Insurance CE courses
   
 

Support Options

   
  » Online Help
  » Email
  » (800) 383-3482 x4
   
   
   
   
 

other ITC Products

   
  Insurance Website Builder
 

Fully functional websites

 

designed specifically

 

for the independent

 

insurance agent.

   
   
  InsurancePro
 

Cost effective

 

agency management

 

system.

   
   
   
   
   
   
   
   
   
 

Contact Us

   
   
  Insurance
  Technologies
  Corporation
  1335 Valwood Pkwy
  Suite 108
  Carrollton TX 75006
  (800) 383-3482 x189
  www.turborater.com
   
     
  New Training Videos  
  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 Quotes
  • Bridging to company or agency management system
  • Retrieving your user name and password
 
  Check out our videos anytime at http://support.turborater.com/twevideos/training.htm  
     
  Haven't upgraded to Web Edition yet?
Check out our Frequently Asked Question List
 
     
  Is there an additional fee for the Web Edition?  
  No.  The Web Edition is just another upgrade included in your current subscription to TurboRater.  There are no additional fees to upgrade and the process is simple.  The only additional fee that may be incurred is a subscription to Online Quote Storage if you don't currently utilize this feature.  For additional information regarding Online Quote Storage, contact one of our sales consultants at (800) 383-3482 x189.  
     
  Can I run both the Desktop and the Web Edition at the same time?  
  Yes.  You can simultaneously run both editions at the same time and share quotes between each system.   
     
  Will my employees have access to all of the features in the Web Edition, such as turning companies on or off?  
  The Web Edition includes a new enhancement allowing users to be assigned various rights.   Administrator status gives the user full access rights to the program.  A standard user can have limitations placed on the areas they can visit and/or edit within the Web Edition.   Such restrictions could include what locations' quotes a user can access; the misc premiums, lead source, quote descriptions they can select; and so on.   
     
  Will every user be required to have a username and password?  
  Yes.  Each user that needs access to the TurboRater Web Edition will be required to have their own username and password.   
     
 

Key Benefits to Web Edition:

 
 
  • Anytime, anywhere access with any Internet-PC
  • Share quotes with multiple users/locations
  • Automatic backup of your quote database
  • Company rate & software updates automatically applied
  • Extensive reporting capabilities including geographical map
  • Improved quote lookups
  • Ability to download your quotes into excel format
  • Quote up to 6 cars / 6 drivers
  • Ability to assign separate producer codes to users/locations
  • Close more sales with easy-to-use reminders to follow-up with prospects
  • Decrease underwriting cancellations with follow-up reminders
  • Ability to customize vehicle and driver attribute question list
 
  Web Edition - 7 minute presentation  
     
  For a closer look, check out our 7 minute online demonstration of Web Edition.  
  View online demo here.  
     
  How to Upgrade  
  Upgrading to Web Edition is easy.   
     
  » If you are currently an Online Quote Storage Subscriber  
  If you currently subscribe to our Online Quote Storage, 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.  Note:  You will have access to BOTH the Desktop and Web Edition at the same time, no additional charge.  So if you have employees that may be disinclined to software changes, that is ok.  They can run the current Desktop Edition at the same time other employees are using Web Edition and you can share quotes between both.  The only issue that may be presented is if you do a quote with more than four cars or four drivers in Web Edition, you will not be able to pull that quote up in your current Desktop edition. Other than that, the two versions work great together.
 
     
  » If you store your own quotes  
  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.