Quote Intake Tools
Tools & Automations
Quote Intake Tools are used when a caller wants a quote.
Examples: Personal Auto Intake Tool, Homeowners Intake Tool, Commercial Lines Intake Tool, Renters Intake Tool.
These tools collect the right fields for each line of business and submit them to your dashboard. The agent should not call the tool at the beginning of the call. It should first collect the information, then submit the tool near the end of the intake.