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Track Quote Activity - Allstate
Track Quote Activity - Allstate

Tracking Quote Activity within AgencyZoom

Moe avatar
Written by Moe
Updated over a week ago

**11/1/2023 Update: In Mid-October, Allstate made updates to the reports from DASH. As you go through this process, you won't have the option to save the report as a csv file anymore. We've made updates to our system to allow you to upload the P&C Total Serious Quotes Detail directly into AgencyZoom in Excel format without resaving it as a csv.**

Track quote activity like a BOSS... No more manual entry!

You're just a couple of clicks away from seeing quote activity as you've never seen it before.

Long Story'll upload one report today that goes back 1 year.  Then you'll only have to maintain by uploading new reports once or twice a month. 

It should only take you 2-3 minutes to track quote activity in your agency moving forward.

STEP 1 - Set up the Quotes Activity

You only have to do this step one time. Skip this step if you previously did this. 

  • Click on Activities from the main menu

  • Click on Activity Types to add a new activity

  • Click Add

  • Give your new activity type a Name = Quotes

  • Check Quote Activity button to indicate this is the Quote activity

  • Set the daily benchmark goal.  I.e. 8

  • Choose an award badge 

  • Keep "Apply to All" checked

  • Click Save when done

STEP 2 - Download your Quote Report from DASH.

  • Go to DASH

  • Navigate to the P&C Total Serious Quotes Detail report.

  • Change the "Start Date" and "End Date". The further back you go, the longer it takes to pull the report. We recommend going back 1-year.

  • Once the report is updated, click the "Download" button.

  • Your report should download to your Downloads folder and you're ready to go back to AgencyZoom!

Step 3 - Upload to AgencyZoom

  • Click on Activities from the main menu

  • Click on Import Dash Quote Report

  • Click Browse and upload the report you just downloaded.

Step 4 - See your Quote Activity

Nicely done! You did it, to view the Quote Activities, first stop is the main dashboard.....toggle it from Written business to Activities. 

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)


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