InsuredMine CRM | Optimize and Grow Your Insurance Agency

Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.

Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates.

Benefit- The new feature of edit restrictions on forms created using PL Rating, QuoteRush, and TurboRater form templates helps prevent unintentional changes or accidental deletion of important information.

Navigation – 

  • Navigate to the Forms module.
  • Go to the Templates tab. Choose any PL rater, QuoteRush, Turborater, or HS contact form template. Click on three dots and select Edit.   


  • Create the form by the requirements, and select Save. 
  • Click on save after entering the form\’s name.


  • Go to the Forms list.
  • Under the Action column, the edit sign will be visible. If you click the edit button, the popup will show that ‘You only have read access.’

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