Uploading your quotes data enables you to track how many quotes your Agency has completed, as well as review trending reports on the Agency's performance.

This article covers the following:

  • How to create a quote activity
  • How to download the quote report from DASH
  • How to upload the quote report to AgencyZoom
  • How to review the quotes data/reports
  • How often should I do this?

How to create a quote activity:

  • Click on Activities from the main menu
  • Click on Activity Types to add a new activity
  • Click Add
  • Check Quote Activity button to indicate activity type
  • Click Save when done

How to download the quote report from DASH:

  • Go to DASH
  • Click on Reports, then Quotes, then P&C Total Serious Quotes Detail
  • Click the refresh icon to export the report
  • Enter the Production Date To and Production Date From
  • Select your Agent Number(s) - click the refresh icon if you don't see all of your agent numbers
  • Click OK
  • Click the Export icon
  • From the export window (will appear after you click the export button), click the Data option then click OK
  • Save the file to your computer then upload to AgencyZoom

Here is a video that walks you step by step on how to find this report in DASH, in case you have any issues:

https://drive.google.com/file/d/1gYoudM_r4NQgSbKgHol1o8C12sBO0GHN/view

 

How to upload the quote report to AgencyZoom

  • Click on Activities from the main menu
  • Click on Import Quote Report
  • Click Browse and upload the P&C New Business P&C Total Serious Quotes Detail

How to review the quotes data/reports

You have 3 different report options, all of which can be found under the Activities tab. Here's a brief explanation for each of the reports allows you to review.

Note: The current quote reporting capability doesn't allow for a breakdown by the type of quote (Auto vs. Home). However, this will be possible in future releases. 😉

  • Daily Activity Summary: Review activity data by LSP from a daily view
  • Monthly Activity Report: Review activity total for a specific month, with ranking and averages
  • Agency Activity Trending: Review trending reports based on historical data for the entire Agency

Still have questions? Start a live chat with our Support Team using the icon in the lower right corner of the screen! Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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