July 2014 Schedule for TurboRater Academy

June 26, 2014 Becky Schroeder

Join us each Tuesday for TurboRater Academy, our free, 30-minute weekly webinar series on the different features and capabilities of our personal lines comparative rater TurboRater.

There are two tracks: one for admins like agency principals and managers and one for users like producers and customer service representatives.

Here are the upcoming topics for each track.

TurboRater Admin Academy - for agency principals and managers, every Tuesday at 11:00 a.m. CDT

July 1 - Company Ranking: How to Set Company Preferences (click here to view the recording)
July 8 - Letters: How to Create/Edit Quote Letters
July 15 - Miscellaneous Premiums: How to Set Up Agency/Broker Fees (click here to view the recording)
July 22 - Lead Sources: How to Customize Your Lead Source (click here to view the recording)
July 29 - Advanced Reports: How to Manage Your Agents' Performance (click here to view the recording)

Click here to register for TurboRater Admin Academy.


TurboRater User Academy - for producers and customer service representatives, ever Tuesday at 3:00 p.m. CDT

July 1 - Basic Reports: How to Manage Your Quotes (click here to view the recording)
July 8 - Sorting Options on the Comparison Screen: How to Sell Policies When Pricing is a Factor (click here to view the recording)
July 15 - Licensing Questions: How to Rate an Insured with a Foreign License (click here to view the recording)
July 22 - Notes/Reminders: How to Create Notes with Reminders and Run Reports on Them (click here to view the recording)
July 29 - User Preferences: How to Set Up TurboRater to Look and Feel the Way You Want (click here to view the recording)

Click here to register for TurboRater User Academy.

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About the Author

Becky Schroeder

As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.

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