Page 14 - Sales and Operations Handbook for Managers.pdf

The Sales agent will select the carrier based on

customer selection from the list in TurboRater. The

Sales agent will select the carrier which will then bridge

the information from TurboRater to the carrier website.

The carrier's website will pull up and the Sales agent
will reverify the customer information. Answer the

prompts on each page requested by the Carrier until it

runs the MVR or CLUE report for the customer. Once

the reports are run, the carrier will provide a more

accurate monthly pricing based on the customer’s
information and history. Relay the new price to the

customer and explain payment breakdown and

coverages associated with the quote. If the customer

disagrees with the pricing, then the Agent will go back

to TurboRater and look at the next pricing the customer

is interested in viewing. Go through the same process
on the next carrier’s website. If the customer does not

want to purchase a policy, then the agent should

determine why the customer does not want to purchase.