The AgencyZoom to PL Rater integration is a one way integration from AgencyZoom to PL Rater, that is designed to minimize duplicate entry by automatically creating a quote profile for your prospects and transferring as much information from AgencyZoom to PL rater as possible.
In this guide, we will go over how to setup the integration and how the integration works.
How to setup PLR integration:
Before connecting in AgencyZoom, ensure you are logged into your PL Rating account.
In AgencyZoom, select My Agency icon > Integration
Select PL Rating under the Comparative Rater section
Enter your PL Rating username, then click Submit
To connect other users, click into the Settings. You will see your list of team members.
Click the plus sign on their name and enter their PLR username.
Team members who are not connected can still send quote info to PLR. The default user will be the agency owner.
How it works:
Once a lead is quoted in AgencyZoom, the option to send information to PL Rating will be displayed.
Make your quote type selection: Home, Auto or Package
A new browser window will open up, taking you directly to PL Rater, where you can expect to find a new quote profile ready for you to complete with the following information already transferred from AgencyZoom: