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FAQ ID # 318
Last Update : 2016/05/09
Rating : Not Rated
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Question / Issue
What entries are exported to AgencyBuzz?

Answer / Solution

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

 

Email address is required for the quote to be imported to AgencyBuzz.

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.


Related FAQs
How do I export my TurboRater leads into AgencyBuzz?
How to activate AgencyBuzz in TurboRater
How to activate AgencyBuzz in TurboRater

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=318

Tags
Agency Buzz, AgencyBuzz, export, email marketing

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