Watch the quick video below for instructions on to get your leads from vendors automatically into your AgencyZoom account.
The Current email-based integration partners are:
All Web Leads
Benepath
CommercialInsurance.net
Compare Insurance Quotes
Datalot
Dave Ramsey
EverQuote
G4Smarketing
HBW Leads
HometownQuotes
ILB Leads
InsuranceLeads
InsuranceQuotes
ITC Website
PLR Market Access
QuoteHound
QuoteNerds
Quote Rush
Real Results
Smart Financial
Trusted Choice
Step-By-Step Instructions:
Step 1) Click the My Agency icon
Step 2) Click the "Integration" page
Step 3) Click the "Web Lead Integration" button
Step 4) Click the blue "+ Web Lead Integration" button in the upper-right corner
Step 5) Choose one of the supported email-based vendors and click "Next"
Step 6) Select the Lead Source you want to assign to these leads from the dropdown menu, then click "Next"
Step 7) Select the Pipeline you want these leads to come into from the dropdown menu, then select the Stage you want them placed in from the second dropdown and click "Next"
Step 8) Choose how you want the leads to be Assigned
(This can be round-robin to all producers, assign to a specific producer-only, or assign to members in an assignment group) then click "Next"
Step 9) The "All Done" Page will display your unique email inbox address
(format will be agent name_vendor name@myagency.email)
Step 10) Go to your lead vendor portal and add this new email address to the lead delivery system
Congratulations! Your leads can start coming directly into AgencyZoom!
PLR Market Access
After you've followed the steps above, follow the below steps in PL Rating:
Select Admin > Market Access Admin
Enter the email address provided from AgencyZoom
Save