Question / Issue |
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What entries are exported to AgencyBuzz? |
Answer / Solution |
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Below is a list of specific entries in a quote that can be included in any of the automatic emails through AgencyBuzz:
- Insured’s First Name
- Insured’s Last Name
- Insured’s Address, City, State, and Zip Code
- Home, Work, and Cell Phone
- Insured’s Email Address 1
- Insured’s Date of Birth
- Insured’s Employer Name
- Lead Source
- Line of Business
- Policy Number
- Payment Amount 2
- Total Premium 2
- Downpayment 2
- Number of Monthly Payments 2
- Policy Effective Date
- Policy Expiration Date
1 Email address is required for the quote to be imported to AgencyBuzz.
2 In order to export this entry, the quote must be saved on the breakdown screen (not the comparison screen). By doing this, you are specifying which carrier you have selected. |