ITC Turbo Rater

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ITC rating integration works best if ITC and Amsoft are installed on the same root drive. To integrate ITC rating information into Amsoft, you must first set ITC to save rates to Amsoft. To do this, open Turborater, and from the main menu, click on 'Tools' and 'Agency Management Setup'. You will then see the following screen:



In the 'System Name' field, type or choose 'Amsoft'.

The 'Executable name' should be 'c:\hcs\itcimp.exe' (if c is the drive where Amsoft is located)

'Bridge Format' should be 'Turbo Tags 2.0'

Then click 'Ok'

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Exporting a Rate from ITC:

First, you will need to fill out eh general information screen, and then quote the rate by clicking on 'Quote' and choosing 'Rate'.



You will then need to highlight the desired quote, and click on the 'Select Button.

This will bring you to the following screen:



From here, click on 'Breakdown', choose 'Send To' and then 'Amsoft'. (You must have set up Amsoft as you Agency Management System as described above).





This will open Amsoft's ITC Rater Import section:



If one file is displayed, simply click on the 'Select button.

If more than one file is displayed, enter the client's last name in the field that says 'If more than one record displayed enter Insured's last name here', and then clcik the 'Get Files' button. This should display one file, and then you can click on the 'Select' button.

If you are using ITC's DOS version, contact us for more information.


This will bring you to a screen which allows you to select the correct Account Code, Company Code, MGA, and Producer for this policy:



Make sure that the Account Code you use is unique. There is a list of used Account Codes listed to the right. Be sure to double check that the Account Code has not already been used. Once this screen has the correct information, click on the 'Continue' button.


Your quote should now be in your client file under the Account Code you chose.