TurboRater Integration

This 14-minute, pre-recorded training webinar is for all users of Agency Matrix and TurboRater. After this webinar, you'll be able to...

  • Set up your accounts to bridge to TurboRater
  • Set up your carriers
  • Bridge from Agency Matrix to TurboRater and back again

 

To view the Agency Matrix training library, click here. If you have questions about this or our other training webinars, please join our live Q&A webinar. Click here to see upcoming dates and times. 

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Basic Accounting
Basic Accounting

Click to learn how to use the basic accounting functions in Agency Matrix.

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Commissions
Commissions

Click to learn how to reconcile commissions and more in Agency Matrix.