How OfficeHubb works with your rater and management system

• One click copies the lead and opens your rater. The Quote button copies the prospect's details and every answer on the card, then opens your rater in a new tab. You paste and quote.
• One click opens your management system after a sale. Log a sale and one click opens your management system at the sign-in page you saved, so you can file the policy while it is fresh.
• Finished intakes sent straight to QuoteRUSH. Instant Quotes, new and optional on The Full Package, sends a finished intake to your QuoteRUSH account as a new lead. Pick TurboRater as the source instead, and a personal auto intake puts a TurboRater import file on the lead card.
• Your leads and past sales loaded for you. Send us the file and our support team loads it. A lead vendor can post leads to a web address that belongs to your agency.
• Your sales out any time. Sale records download as a CSV file.

Pick your rater in Settings (Agency tab, AMS & Raters) and every lead card gets a Quote button. It is on every package. One click does two things:

1. Copies the lead to your clipboard: name, phone, email and address, then every answer on the card, one per line.
2. Opens your rater in a new tab, at its website or sign-in page, or at the login link you saved.

Paste, and you are quoting. The copied text looks like this:

Name: Maria Lopez

Phone: (941) 555-0134

Email: maria@example.com

Address: 123 Palm Ave, Punta Gorda FL 33950

What is your date of birth?: 04/12/1985

What year was the roof replaced?: 2019

Which coverages do you want?: Wind, Flood

Referral source: Neighbor

Answers from your intake form come first, in the order the form asked them. Answers that came in another way (AI chat, a phone call, an import or your own typing) follow, in the order the card shows them.

The button opens each rater listed above by name. With Other, it copies the same details and you open your rater. With more than one rater on file, it becomes a "Quote in..." menu.

When you have the quote, note it on the lead. A lead that went through Instant Quotes has a Quotes panel on its card for the carrier and the annual premium. On any other lead, use the card's Comments.

Instant Quotes is new and optional on The Full Package. Turn it on under Front Desk, Instant Quotes, and pick QuoteRUSH or TurboRater as the source.

• QuoteRUSH: a finished home, auto or flood intake from your website or your staff is sent straight to your QuoteRUSH account as a new lead. It uses the Importer WebID and password that QuoteRUSH issues to your agency.
• TurboRater: a finished personal auto intake puts a TurboRater import file on the lead card for you to import.

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

Pick your management system in Settings (Agency tab, AMS & Raters) and save its sign-in page. From then on:

• When you log a sale, OfficeHubb asks if you want to file it in your management system, and one click opens it in a new tab.
• Clicking Open marks the sale as filed. You can change the mark on the Records tab, so the list shows what you have filed and what you have not.

• Your public agency page: a quote form on every package, and AI chat intake on Solo and The Full Package.
• Staff intake: a guided form your team fills in with a client.
• By hand: add a lead on any stage.
• A file: send us a CSV, Excel or text PDF of your leads or past sales, and our support team loads it. See Importing Data.
• A lead vendor: your vendor posts leads to a web address that belongs to your agency. Each lead becomes a card on the first stage of your Sales Pipeline and goes to the next person in your lead rotation.
• Sales export: Sales Reporting, Records, Export CSV. One row per policy: client, product, carrier, premium, policy number, transaction, effective date, agent, date logged, sold date, status, client phone and email, service credit, notes, and the date it was filed in your management system. The client name is saved with each sale; older sales logged from a lead card show the card's name.

Your management system stays your system of record. OfficeHubb opens it for you; it does not read or change the records inside it. Prices come from your rater and your carriers.

Do I have to change my rater or management system? No. You keep both. The Quote button and the one-click open need nothing from either vendor. Instant Quotes to QuoteRUSH uses the import login QuoteRUSH gives your agency, and we set it up with you.

My rater is not on the list. Does the Quote button still help? Yes. Pick Other and it copies the same details and answers. You open your rater yourself.

My office does things its own way. Can OfficeHubb fit it? Yes. Tell us what you use and how work moves through your office today, and we set up the hand-off with you.

How do quotes get onto the card? A person adds them, in the Quotes panel on an Instant Quotes lead or in the card's Comments.

Does logging a sale create the policy in my management system? You file the policy there. OfficeHubb opens your management system in one click and keeps the "filed" mark on the sale.

Can I get my data out? Yes. Sale records export to CSV whenever you want them.