GravityCerts is thrilled to announce our newest integration with TurboRater. Our partnership revolutionizes how agencies use their website to gather client information to quote home and auto policies.
What is TurboRater?
TurboRater is the industry’s leading personal lines comparative rater that helps producers and CSRs provide quotes quickly and accurately. Quote multiple personal lines carriers fast and accurately in one place. TurboRater allows agents to understand and price options from several carriers with built-in underwriting rules.
Increase revenue, save time, and improve efficiency by using TurboRater. The ease of one-time data entry helps reduce errors and time spent on employee training and onboarding.
With more than 200 carriers available, and accurate rates for auto, homeowners, condominium, renters, dwelling fire, and motorcycle policies, you can quickly quote the coverage your clients need.
How does the integration work?
- Automatic data transfer: GravityCerts hosted websites come prepackaged with personal lines quote intake forms. Send your clients the link to your form to fill out their information. Upon submission, prospects automatically send their information into TurboRater directly from your GravityCerts hosted website.
- Turbocharged Quoting: Data from your website form is automatically transferred to TurboRater populating insured data, property and property data, vehicles information, drivers information, coverage options, and even underwriting questions. This means less manual data entry and more time building relationships with your clients.
- Faster Quoting Process: With the help of a blazingly fast API connection, agents can receive an email from your website with a link directly to the TurboRater quote. Simply click the link in the email to view the active quote in TurboRater. Your agents and CSRs will love how easily they can manage multiple quotes with quick email links.
Increase revenue by helping agents quote and close more prospects with GravityCerts and TurboRater integration.
How do I connect TurboRater with GravityCerts?
Getting your GravityCerts hosted website connected with TurboRater is easy. All you need from TurboRater are two keys.
- ITC Account Number: Your 6 digit account number can be found inside your TurboRater portal under Help and Training > About TurboRater.
- Account ID: Your API account ID is a long string of letters and numbers provided by TurboRater. Please reach out to your TurboRater sales rep to request an API Account ID.
Once you have your two keys, head over to the backend of your website. Then go to Forms > Settings > GravityCerts. Locate the TurboRater settings box, shown below, then paste your two keys into the fields. Save the changes, and you’re ready to create your form feeds.
Taking Integration Further
Our newest TurboRater integration also works seamlessly with all our other integrations. Want to send client data into your AMS, or CRM? No problem. With GravityCerts, each form submission can send to multiple systems simultaneously.
For example: Clients can use the Canopy Connect integration to pre-fill a quote intake form with policy data pulled directly from their carrier. The client answers a few remaining questions, and submits their quote. The form then sends the data into AgencyZoom or Automate365 to create the lead, drop them into your New Business Pipeline, assign the agent, and kick-off your “new lead” automation. At the same time, the form sends the data to Nowcerts creating the prospect, adding the primary insureds, vehicles, drivers, property data, notes, and any attachments. Also at the same time the client data is added to TurboRater, creating the primary insureds, property information, vehicles, drivers, and coverage options.
Whoa, that was a lot of integration! As you can see, with one form submission the client information was automatically added to your 3 major systems; AMS, CRM, & Rater. Your team also received an email notification letting them know you have a new quote submission ready to work.
GravityCerts takes the headache out of data entry by integrating all your systems through your GravityCerts website.
Level up your agency. Schedule a demo with GravityCerts or get started today!