Homeowners Intake
Intake Workflows
Homeowners Intake helps collect property information for a homeowners quote.
Revox can collect: caller name, phone number, email, current carrier, effective date, property address, property type, occupancy type, year built, square footage, number of stories, roof age, roof type, construction type, foundation type, heating type, electrical type, plumbing type, pool information, security system, property value, mortgage company, loan number.
The goal is to give the agency enough property information to review and follow up.