Ensure your Tarmika account is ready to go in 3 easy steps:
To Recap:
#1 Review your Carriers
The carriers shown on the update profile section of Tarmika are the carriers your agency is set up with for quoting on the platform.#2 Review your Producer Codes
Ensure all the producer codes you and your team need for quoting are listed for each carrier you work with through Tarmika.
Email us at support@appliedsystems.com with the carrier & producer code information if you need additional carriers or producer codes added to your Tarmika account.
#3 Add your Carrier Credentials
75% of quote errors in Tarmika are due to lack of credentials being entered in the system. Please note that everyone on your team needs to enter their own set of credentials to their Tarmika account before they quote in the system.
Remember to update your credentials in Tarmika each time you update your credentials!
Quote & Test your Account
After completing the steps above, ensure your account is ready to go is by submitting your first quote to all your available markets through Tarmika. Should anything in your account not work the way it should, please contact support@appliedsystens.com, and our team will assist you