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 short...you'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
Click on Reports, then Quotes, then P&C Total Serious Quotes Detail
Click the refresh icon next to export the report
Enter the Production Date To and Production Date FromYou can go all the way back to when you opened.The further back you go, the longer it takes to pull the report.We recommend going back 1-year
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
On the Export pop-up, you will see two options: Reports or Data. Switch it to DATA
Then click OK
Save the file to your computer then upload to AgencyZoom. Don't worry about the name...just remember where you saved it :)
Step 3 - Upload to AgencyZoom
Click on Activities from the main menu
Click on Import Dash Quote Report
Click Browse and upload the P&C New Business P&C Total Serious Quotes Detail
Step 4 - See your Quote Activity
First stop is the main dashboard.....toggle it from Written business to Activities. From there you change the time frame as well.