TurboRater Integration
Released 3/22/23
The TurboRater + AgencyZoom integration allows you to easily quote multiple carriers by reducing time spent on data entry.
Why use a rating tool within AgencyZoom?
Saves you time by reducing duplicate entry and automating processes
Improves employee productivity by spending less time visiting individual carrier websites
Allows you to close business faster with an accurate quote
How does the integration work?
Once connected, you will have the ability to push lead information to TurboRater within the quote tab of a lead, by selecting the line of business to push the lead information to TurboRater. Eliminate double-entry by selecting this option each time you need to quote a lead. You can then pull the quote details from TurboRater into AgencyZoom.
How do I connect my TurboRater account?
Select My Agency > Integrations > select TurboRater from the App Marketplace
Enter your TurboRater credentials
After connecting, this 'action menu' (shown below) will display in the Quote section of a lead
4. Select the line of business icon next to the TurboRater logo to push the lead information to TurboRater and complete the submission process.
5. Once you have completed the submission, return to AgencyZoom and under the Lead's 'Quote' section, a quote for the selected line of business with $0.00 will be displayed.
6. Click on the TurboRater logo on the quote and a dropdown will appear with three options:
View in TurboRater
Download Quote
View Proposal Information
7. Click on 'Download Quote' to pull all of the quote details from TurboRater into AgencyZoom.
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