One key metric we track in our agency is the lead-to-quote ratio. When a lead calls in, we collect their name, contact info, and marketing source before prequalifying them. After that, we decide whether to quote now, quote later (x-date/recycle lead), or not quote at all(dead lead)
Currently, Risk Advisor requires quoting data (home, auto, and/or umbrella) to push the lead into AgencyZoom, but sometimes, we only want to capture basic lead details for tracking and follow-up purposesβespecially for x-dates or unqualified leads.
Feature Request:
Weβd love the ability to push lead data into AgencyZoom and Hawksoft without entering quoting data. This would help streamline our workflow, improve lead tracking, and prevent us from entering placeholder quotes just to move the lead through the system.
Is this something that could be added? Let me know if others are experiencing the same issue!
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π₯ Released
π‘ Feature Request
Integrations
About 1 year ago
Michael Cruz
Get notified by email when there are changes.
π₯ Released
π‘ Feature Request
Integrations
About 1 year ago
Michael Cruz
Get notified by email when there are changes.