TurboPass Insurance Monitoring
Learn how to receive real-time notifications of changes, lapses and cancellations to customers Insurance policies
⚡TurboPass Insurance Monitoring⚡
Get notified within 24 hours of any account or policy changes, cancellations, or lapses. That's 14x faster than competing solutions!
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CUT OUT SNAIL MAIL🐌
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REDUCE LOSSES FROM UNINSURED VEHICLE DAMAMGES❌
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STOP MANUALLY TRACKING POLICY STATUSES⌛
All TurboPass dashboard subscriptions include 5 free monitored policies per month. Every connected account after the 5th will be charged as a consumer overage associated to your subscription.
If you are interested in monitoring more than 10+ accounts, please fill out THIS FORM
Watch the 'How to' Video Below
00:00: This demo showcases, how turbopass streamlines Insurance monitoring and invitation management.
00:01: Once logged into your Turbopass dashboard, navigate to the Insurance Monitoring section at the top of your screen
00:08: To monitor a new customer, click Invite to Connect
00:12: Enter your customer's information and click review and send on the bottom right
00:17: Review the information and click Send Invite
00:21: Your customer has been sent a link. You can always reach out to the customer to ensure they complete the process.
00:27: All Insurance monitoring invitations will display on your regular turbo, passes screen.
00:34: The customer will find their insurance provider and log in with their username and password.
00:40: Once the customer has connected, go into your monitoring dashboard and select view policy to view the policy information
00:47: Information about the policy include the leanholder, drivers, vehicles, deductibles, premiums and more
00:56: On the left side you can view all historical policy information since the customer connected the account.
01:01: You can Disable monitoring for the policy on the left as well.
01:06: All Users that need to receive notifications for policy updates must navigate to the user edit screen and turn on the Enable Monitoring Notification toggle
01:16: When any change or update occurs to the connected policy or account, you will receive an email notification prompting you to login and see what has changed
01:26: Once directed to the policy view, you can see the current information after the change occurred
01:32: On your Monitoring dashboard, the latest status will indicate a change was made to either the account or policy
01:39: If you have any questions, please reach out to our product leed.
01:43: Thanks for watching