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.)