Link with other Software

 



 

 

 Import Data from TurboRater

 

 


You can import all your existing Quote Files from ITC TurboRater in to InsurancePro. The first step is to Export data out from TurboRater to Excel. To do this, open TurboRater, and then click on "Tools", then "Quote Management... -> Export to Excel".

TurboRater will then ask you to specify the location where you want to store the exported file. Once you have successfully exported the data out from TurboRater, open InsurancePro, and click on "Download/Bridge" and then click on "Import all from TurboRater Excel Export". InsurancePro will ask you to locate the file, and import all the quote files from the Excel Sheet in to InsurancePro database.