Ability to Push Lead Data to Hawksoft Without Quoting Data

One key metric we track in our agency is the lead-to-quote ratio. When a lead calls in, we collect their name, contact info, and marketing source before prequalifying them. After that, we decide whether to quote now, quote later (x-date/recycle lead), or not quote at all(dead lead)

Currently, Risk Advisor requires quoting data (home, auto, and/or umbrella) to push the lead into AgencyZoom, but sometimes, we only want to capture basic lead details for tracking and follow-up purposesβ€”especially for x-dates or unqualified leads.

Feature Request:
We’d love the ability to push lead data into AgencyZoom and Hawksoft without entering quoting data. This would help streamline our workflow, improve lead tracking, and prevent us from entering placeholder quotes just to move the lead through the system.

Is this something that could be added? Let me know if others are experiencing the same issue!

Please authenticate to join the conversation.

Upvoters
Status

πŸ”₯ Released

Board

πŸ’‘ Feature Request

Tags

Integrations

Date

About 1 year ago

Author

Michael Cruz

Subscribe to post

Get notified by email when there are changes.