Frequently Asked Questions
Results Tracking

Q:  What is the Results Tracking area in the MI-Rater RT? 
A:  The Results Tracking Information window in the MI-Rater RT offers your agency a convenient way to track which quotes your producers are selling, the source of the leads, which carriers are competitive, and much more.

Q:  How easy will getting the results be?
A:  Getting results from Results Tracking is as easy as choosing a date range (i.e. month to date, last month, last quarter, etc) and clicking on Create Reports. Microsoft Excel will automatically launch with your reports already created.

Q:  What will the results look like?
A:  You will have the ability to view many reports. See figure 1 and figure 2 below for just a couple of examples.

Q:  How can I see an example of all the reports that will be available to me?
A:  Contact our representative at 800.755.2329.

Q:  May I require that the information be filled out on every quote?
A:  Yes.  You may require your users to complete certain fields prior to saving a quote by selecting fields in the Results Tracking setup page.


(Figure 1)


(Figure 2)

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