List of All Available Placeholders
Placeholder | Data Location | Description/Use Case |
General Use -- Agency, Location, and Staff Information |
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[[Agency Location City]] | My Agency > All About My Agency, then click on the blue location name | City of agency location of receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location Name]] | My Agency > All About My Agency, then click on the blue location name | Name of agency location of receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location Phone]] | My Agency > All About My Agency, then click on the blue location name | Phone of agency location of receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location State]] | My Agency > All About My Agency, then click on the blue location name | State of agency location for receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location Street Address]] | My Agency > All About My Agency, then click on the blue location name | Street address of agency location of receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location Website]] | My Agency > All About My Agency, then click on the blue location name | Website of agency location of receiving lead/customer, used by agencies with multiple branches/offices |
[[Agency Location Zip]] | My Agency > All About My Agency, then click on the blue location name | Zip code of agency location of receiving/customer, used by agencies with multiple branches/offices |
[[Agent Email]] | Agent user profile information | Email listed for the sending Agent |
[[Agent Email Signature]] | Agent user profile information | Email signature of the sending Agent |
[[Agent First Name]] | Agent user profile information | First name of the sending agent |
[[Agent Meeting Link]] | Agent user profile information | Meeting link of the sending agent |
[[Agent Mobile Phone Number]] | Agent user profile information | Mobile number of the sending agent |
[[Agent Name]] | Agent user profile information | First and last name of the sending Agent |
[[Agent Phone Number]] | Agent user profile information | Phone number of the sending Agent |
[[Agent Scheduling Link Page]] | Agent user email settings | Calendar scheduling link for Agent assigned to task |
[[My Agency City]] | My Agency contact information (My Agency > All About My Agency) | Main agency city |
[[My Agency Email]] | My Agency contact information (My Agency > All About My Agency) | Main agency email |
[[My Agency Facebook Page]] | My Agency contact information (My Agency > All About My Agency) | Main agency Facebook |
[[My Agency Fax Number]] | My Agency contact information (My Agency > All About My Agency) | Main agency fax |
[[My Agency Instagram Page]] | My Agency contact information (My Agency > All About My Agency) | Main agency Instagram |
[[My Agency Linkedin Page]] | My Agency contact information (My Agency > All About My Agency) | Main agency LinkedIn |
[[My Agency Name]] | My Agency contact information (My Agency > All About My Agency) | Main agency name |
[[My Agency Owner]] | My Agency contact information (My Agency > All About My Agency) | Agency owner first and last name |
[[My Agency Owner Email Signature]] | Agency owner's user profile | Agency owner email signature |
[[My Agency State]] | My Agency contact information (My Agency > All About My Agency) | Main agency state |
[[My Agency Twitter Account]] | My Agency contact information (My Agency > All About My Agency) | Main agency Twitter |
[[My Agency Zip Code]] | My Agency contact information (My Agency > All About My Agency) | Main agency zip code |
[[Sender Email Signature]] | Best used for automation, will populate the signature of the assigned sender | Email signature of sending staff member |
[[Signature]] | Best used for single emails, will pull the signature of the currently logged in user | Email signature of current sender |
General Use -- Basic Client Information |
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[[Account CSR Email]] | Client profile information, CSR's user profile | Used with messages sent by/to an account CSR |
[[Account CSR Email Signature]] | Client profile information, CSR's user profile | Used with messages sent by an account CSR |
[[Account CSR First Name]] | Client profile information | Used with messages sent by/to an account CSR |
[[Account CSR Meeting Link]] | Client profile information, CSR's user profile | Meeting link of account CSR |
[[Account CSR Name]] | Client profile information | Used with messages sent by/to an account CSR |
[[Account CSR Phone Number]] | Client profile information, CSR's user profile | Used with messages sent by an account CSR |
[[Account CSR Scheduling Page Link]] | Client profile information, CSR's email settings | Calendar scheduling link of account CSR |
[[Account Producer Email Signature]] | Client profile information, producer's user profile | Used with automation assigned to the account producer most typically |
[[Account Producer First Name]] | Client profile information | Used in messages from/to the account producer |
[[Account Producer Name]] | Client profile information | Used in messages from/to the account producer |
[[Account Producer Phone Number]] | Client profile information, producer's user profile | Used in messages from the account producer |
[[Business Name]] | Client profile information | Note: templates addressing commercial leads by their business name must use the Business name placeholder, as [[Name]] or [[First Name]] placeholders will not populate business name |
[[CSR Email]] | Client profile information, CSR's user profile | Account or assigned CSR email |
[[CSR Email Signature]] | Client profile information, CSR's user profile | Account or assigned CSR email signature |
[[CSR First Name]] | Client profile information | Account or assigned CSR first name |
[[CSR Meeting Link]] | Client profile information, CSR's user profile | Account or assigned CSR meeting link |
[[CSR Name]] | Client profile information | Account or assigned CSR first and last name |
[[CSR Phone Number]] | Client profile information, CSR's user profile | Account or assigned CSR phone number |
[[CSR Scheduling Page Link]] | Client profile information, CSR's email settings | Account or assigned CSR calendar scheduling link |
[[First Name]] | Client profile information | Personal lead/customer first name |
[[Last Name]] | Client profile information | Personal lead/customer last name |
[[Lead Source]] | Client profile information | Lead source of a lead or customer |
[[Middle Name]] | Client profile information | Personal lead/customer middle name |
[[Name]] | Client profile information | Personal lead/customer first and last name |
[[Nickname]] | Client profile information | Personal lead/customer nickname |
[[Primary Contact Email]] | Contacts section of a lead/customer profile, primary contact card | Commonly used with commercial accounts to directly address the owner, added as the primary contact |
[[Primary Contact First Name]] | Contacts section of a lead/customer profile, primary contact card | Commonly used with commercial accounts to directly address the owner, added as the primary contact |
[[Primary Contact Last Name]] | Contacts section of a lead/customer profile, primary contact card | Commonly used with commercial accounts to directly address the owner, added as the primary contact |
[[Primary Contact Phone Number]] | Contacts section of a lead/customer profile, primary contact card | Commonly used with commercial accounts to directly address the owner, added as the primary contact |
Lead and Quote Information |
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[[Existing Policy Carrier]] | Existing customer profile | Used with leads created from existing customers |
[[Existing Policy Expiration]] | Existing customer profile | Used with leads created from existing customers |
[[Existing Policy Information]] | Existing customer profile | Used with leads created from existing customers |
[[Existing Policy Type]] | Existing customer profile | Used with leads created from existing customers |
[[Lead Category]] | Lead information | Personal or commercial |
[[Lead Zip Code]] | Lead information | Used when listing lead address information |
[[Lead's Business Name]] | Commercial lead information | Note: templates addressing commercial leads by their business name must use the Business name placeholder, as [[Name]] or [[First Name]] placeholders will not populate business name |
[[Lead's City]] | Lead information | Used when listing lead address information |
[[Lead's Email]] | Lead information | Email listed directly in lead information |
[[Lead's Phone Number]] | Lead information | Phone number listed directly in lead information |
[[Lead's State]] | Lead information | Used when listing lead address information |
[[Lead's Street Address]] | Lead information | Used when listing lead address information |
[[Lead Referrer's First Name]] | Referral section in lead profile | Typically used when thanking the referrer of a new lead |
[[Lead Referrer's Last Name]] | Referral section in lead profile | Typically used when thanking the referrer of a new lead |
[[Next Expiration Date]] | Lead information | Next policy expiration of a lead, used with new leads |
[[Quote Info]] | Quotes section of lead profile | List of added quotes for a particular lead |
[[SmartCycle Date]] | Lead information | Only for leads currently living in the SmartCycle, pulls the date a lead will recycle back to a sales pipeline |
Customer and Policy Information |
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[[All Policy Info]] | Policy information, customer profile | Pull policy type, carrier, number, effective date, expiration date, and premium |
[[Carrier - Android App Link]] | Carrier setup (My Agency > Carrier Setup) listing for individual carrier | Used when the customer needs to contact the carrier directly |
[[Carrier - IPhone App Link]] | Carrier setup (My Agency > Carrier Setup) listing for individual carrier | Used when the customer needs to contact the carrier directly |
[[Carrier Company Name]] | Policy information | Used when referencing a customer's policy carrier |
[[Carrier Customer Self Service Link]] | Carrier setup (My Agency > Carrier Setup) listing for individual carrier | Used when the customer needs to contact the carrier directly |
[[Customer City]] | Customer information | Used when listing customer address information |
[[Customer Email]] | Customer information | Email listed directly in customer information |
[[Customer First Name]] | Customer information | Personal customer first name |
[[Customer Last Name]] | Customer information | Personal customer last name |
[[Customer Location Name]] | Customer information | Location to which customer is attributed/insured under |
[[Customer Phone Number]] | Customer information | Phone number directly in customer information |
[[Customer Referral Link]] | My Agency > Personalized Referral Sites | Will always pull the main agency referral link |
[[Customer State]] | Customer information | Used when listing customer address information |
[[Customer Street Address]] | Customer information | Used when listing customer address information |
[[Customer Zip Code]] | Customer information | Used when listing customer address information |
[[Policy Carrier]] | Policy information | Carrier of policy being referenced by email or service request |
[[Policy Effective Date]] | Policy information | Effective date of policy being referenced by correspondence or service request |
[[Policy Expiration Date]] | Policy information | Expiration date of policy being referenced by correspondence or service request |
[[Policy Number]] | Policy information | Policy number being referenced by correspondence or service request |
[[Policy Premium]] | Policy information | Premium of policy being referenced by correspondence or service request |
[[Policy Type]] | Policy information | Type of policy being referenced by correspondence or service request |
[[Prior Insurance Company Name]] | Prior policy information | Mainly used for renewals |
[[Prior Policy Number]] | Prior policy information | Mainly used for renewals |
Service Request and Policy Information |
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[[All Policy Info - Prior Term]] | Customer profile, prior information | Fills in all policy data from the term immediately prior to the current policy, mostly used for renewals |
[[Due Date]] | Services tab on customer profile | Service request due date |
[[Location of Property]] | Policy data for property lines | Used when referencing the property insured by a specific policy |
[[Service Category]] | Found in the individual service request, accessed under the Services tab on a customer profile; all service categories can be found by going to My Agency > Service Request Configuration | Claims, renewals, etc. |
[[Service Description]] | Found in the individual service request, accessed under the Services tab on a customer profile | Description added to the individual service request by the creator or those working the request |
[[Rate My Service]] | Reports > Services > Service Survey Results | Populates internal reviews for service ticket assignee |
[[Service Ticket Assignee Email]] | Service ticket assignees are determined by the settings of the service pipeline in which the service request was created. To find those settings, go to My Agency > Pipelines, click the three dots to the right of the service pipeline name whose settings you wish to view, select Edit. then select the white Settings button at the top of the next page | Used when sent by/in reference to a service ticket assignee |
[[Service Ticket Assignee Email Signature]] | Used when sent by a service ticket assignee |
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[[Service Ticket Assignee First Name]] | Used when sent by or to a service ticket assignee, etc. |
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[[Service Ticket Assignee Name]] | Used when sent by or to a service ticket assignee, etc. |
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[[Service Ticket Assignee Phone Number]] | Used when sent by/in reference to a service ticket assignee |
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[[Service Ticket Assignee Scheduling Page]] | Used when sent by/in reference to a service ticket assignee |
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Google Reviews |
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[[Rate My Agency]] | Google Reviews tab | If a Google Business account has been integrated, will link customers to this account for rating |
Contact Information |
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[[Contact Email]] | Contact card/contact profile | These placeholders are used when corresponding directly with a contact. To find an individual contact profile, select a contact on a lead or customer and, at the top of that contact's profile page, use the white Actions button and select "Show Contact List" |
[[Contact Phone Number]] | Contact card/contact profile |
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Miscellaneous/Agency- or AMS-Specific |
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[[AMS360 Customer Id]] | Pulled from AMS360 data when integrated | ID not listed in AgencyZoom |
[[CARCO Inspection Deadline Info]] | Used by Allstate agencies using CARCO | New York state-specific |
[[CARCO Locations]] | Used by Allstate agencies using CARCO | New York state-specific |
[[Cars for Photo Inspection]] | Used by Allstate agencies using CARCO | New York state-specific |
[[Today]] | Current day of the week | Day aligns with time zone set in My Agency > System Settings > Work Schedule |
[[Today's Date]] | Current date in MM.DD.YYYY format | Date aligns with time zone set in My Agency > System Settings > Work Schedule |