From ITC Agent Conference 2016...
Put your best foot forward when presenting a quote online to your prospects. Learn advanced techniques to customize the appearance of TurboRater for Websites, both for desktop and mobile visitors. Learn how you can pass information previously gathered from your prospects to TurboRater for Websites.
3. Entries –Display/Hide and Default
• Policy effective date
• Prior insurance
• Social security
• License number and type (example: international)
• Age licensed
• Homeowner
• Violations
• Annual mileage
• VIN
4. Entries – Pass It In (Via Query String)
• First/last name
• Email
• Phone
• Address
• Date of birth
• Gender
• Marital status
• Lead source
• SR22
• Non-owner
• Ability to hide/show comp, collision, rental, towing
Example URLs:
https://[Your URL]?fname=AnMarie
https://[Your URL]?partner=ABCRealty
Policy Effective Date –
Who is your target market?
Buy Today?
Carriers offer Advanced Quoting Discount?
Social Security
Is this really needed anymore?
Security risk
License number type
hide/show license types you don’t write
If you capture information up front – pass it to us, don’t make the client re-enter
Lead Source – touch on that next slide
SR22 – can be used to default SR22 on/off
Non-Owner – same thing
Embed your TFW into a referral source’s site
Give them a URL that auto passes in the lead source
Many agents have a “Get Started” easy entry on their website
Recommend not using CAPTCHA unless you feel your site has been targeted by bot
So, let’s talk Design!
When we First Released TFW
Agent could easily go in an change colors, fonts, header, etc
but what we found – Agents Are Not Graphic Web Designers!!!
So we released a new look
Based off of Google’s philosophy
Basic appearance to work with almost any site....
But highly customizable
another example
This is the critical component, customizing it to use the same design elements as used in your current branding/website
consistent appearance
Look at the difference here
Another example, - this one is so customized I barely recognized it as TFW
CSS – override our stylesheets
ITC - $125 an hour
Don’t know CSS but want to change the colors/fonts/ yourself - FAQ
For those that run TFW in an iFrame – TURN OFF CONTACT PANEL
Can choose to just display one carrier – NOT recommended
BUY BUTTON carriers show up on top
Then you can choose to sort by Total Premium, Payment, Downpayment
Show Multiple carriers
Also can show/hide logos/names
BUY BUTTON carriers show up on top
Then you can choose to sort by Total Premium, Payment, Down Payment
Show Multiple carriers
Also can show/hide logos/names
BUY BUTTON carriers show up on top
Then you can choose to sort by Total Premium, Payment, Down Payment