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 PL Rating username.
Team members who are not connected can still send quote info to PL Rating. The default user will be the agency owner.
AgencyZoom to PLR:
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 Rating, where you can expect to find a new quote profile ready for you to complete with the following information already populated from AgencyZoom:
PLR to AgencyZoom:
You can now export quotes from PL Rating to AgencyZoom and add to a new or existing lead.
Add AgencyZoom as a product in PLR
Admin > manage agency information
Export Quote from PLR to AgencyZoom
Client list > select client
Select existing quote
Select AgencyZoom in the Connect Partner dropdown
Sign in if you have not already
If a match is found, the quote will be applied to the lead file.
If no match is found, search existing leads OR create a new lead