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)