Ability to Push Lead Data to Hawksoft Without Quoting Data
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 purposes—especially for x-dates or unqualified leads.
Feature Request:
We’d 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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Comments2
David Watson
Apr 17, 2025
The AgencyZoom piece of this has been accomplished. Still working on the right plan for Hawksoft.
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Michael Cruz
Apr 17, 2025
This was a HUGE win for us. Thank you for the new feature.