InsuredMine CRM | Optimize and Grow Your Insurance Agency

Responses synchronised with Turborater

Description: Any response to forms made with the Turborater auto-form template can be synced with the Turborater CRM, and you can view the responses there. 

Benefit: Centralized data ensures a productive structure for you while using the Turborater.

Process 

  • Navigate to the Forms module. Click on Templates.
  • Navigate to Auto Quote Form – Turborater (TX & CA). Click on the three dots and click on Edit.

 

  • Make required changes to the form and click on Save.  
  • Go to the Forms List page to view the form.

 

  • You can view the answers. The form response can be seen by clicking on the View button. The number of responses entered for a particular form will be displayed.

 

  • Scroll down to the end to click on Sync to Turborater.

 

 

  • A message will appear once the response synced is finished.
  • Click on Go to turborater. Enter login details to view the synced responses.

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