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.)