Page 11 - Sales and Operations Handbook for Managers.pdf
P. 11
After bridging to TurboRater, the Sales agent will pull up
the Main Page and select the location of the retail store.
This will pull up the customer’s information. Verify the
existing customer information and enter the additional
required information to proceed: driver’s license
number, vehicle information, coverages (liability vs. full
coverage), and any eligible discounts (proof of prior,
homeowners, marital status). Once entered, the Sales
agent will click on “Rate”. All carrier quotes will be
listed. Agent should verify the customer is adhering to
insurance company guidelines before proceeding to
share quote prices.
