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Quoting & Your Rater

One click copies a lead and opens the rater you already use. Plus Instant Quotes, new and optional on The Full Package: a finished intake goes to your QuoteRUSH account as a new lead, or becomes a TurboRater file on the card.

OfficeHubb is built around the rater you already use, and you keep it. It copies what a prospect already told you, so your team pastes it instead of typing it again. Tell us which rater you use, and we set up the hand-off with you.

The Quote button

Pick your rater during onboarding, or any time in Settings (Agency tab, AMS & Raters). From then on every lead card has a Quote button, on every package. One click copies the lead's contact details and every answer on the card to your clipboard, then opens your rater in a new tab. You paste and quote.

More than one rater? You get a "Quote in..." menu.

Which raters it opens

The button opens PL Rating, Tarmika, EZLynx Rating, QuoteRUSH, Bolt, TurboRater and Ivantage by name. It opens the rater's website or sign-in page, or your own login link if you saved one in Settings.

If you use a different rater, pick Other. The button copies the same details and answers, and you open your rater yourself. An agency with no rater on file has no Quote button.

Quotes on the card

A person adds each quote to the lead. On a lead that went through Instant Quotes, the card has a Quotes panel: add the carrier and the annual premium there. On any other lead, note the quote in the card's Comments.

Instant Quotes (The Full Package)

Instant Quotes is new and opt-in. It is off until an owner or manager turns it on under Front Desk, Instant Quotes, and picks one of two sources:

  • QuoteRUSH. When a prospect or your staff finishes a home, auto or flood intake, OfficeHubb sends it to your QuoteRUSH account as a new lead. You need the Importer WebID and password that QuoteRUSH issues to your agency. The settings screen has a ready-made email to ask for them.
  • TurboRater. For a personal auto intake, OfficeHubb puts a TurboRater import file (.TT2) on the lead card's Files tab for you to import. A home intake gets no file. The answers stay on the card for you to enter.

Your team adds the quotes in the card's Quotes panel, and the prospect then sees up to three. Because this is new, check your first lead in QuoteRUSH, or your first TurboRater import, before you rely on it.

The fine print

  • Quotes come from your rater and your appointments. Final pricing always comes from carrier underwriting.
  • OfficeHubb hands over the facts. Licensed people do the advising.
  • Your landing page does not promise instant quotes.

For everything that moves in and out, see How OfficeHubb works with your rater and management system.

← How OfficeHubb works with your rater and management system