Track Quote Activity - Allstate

Track quote activity like a BOSS...No manual entry!

You're just a couple of clicks away from seeing quote activity as you've never seen it before.

Long Story short...you'll upload one report today that goes back 1 year.  Then you'll only have to maintain by uploading new reports once or twice a month. 

It should only take you 2-3 minutes to track quote activity in your agency moving forward.

 

 

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STEP 1 - Set up the Quotes Activity

You only have to do this step one time.  Skip this step if you previously did this. 

  • Click on Activities from the main menu
  • Click on Activity Types to add a new activity
  • Click Add
  • Give your new activity type a Name = Quotes
  • Check Quote Activity button to indicate this is the Quote activity
  • Set the daily benchmark goal.  I.e. 8
  • Choose an award badge 
  • Keep "Apply to All" checked
  • Click Save when done

Should look something like this:

Screen_Shot_2019-03-11_at_6.11.59_PM.png

 

STEP 2 - Download your Quote Report from dash.

  • Go to Dash
  • Click on Reports, then Quotes, then P&C Total Serious Quotes Detail
  • Click the refresh icon next to export the report 
  • Enter the Production Date To and Production Date From
    • You can go all the way back to when you opened.
    • The further back you go, the longer it takes to pull the report.
    • We recommend going back 1-year
  • Select your Agent Number(s) - click the refresh icon if you don't see all of your agent numbers
  • Click OK
  • Click the Export icon
  • On the Export pop-up, you will see two options: Reports or Data.  Switch it to DATA
  • Then click OK
  • Save the file to your computer then upload to AgencyZoom.  Don't worry about the name...just remember where you saved it :) 

 

Step 3 - Upload to AgencyZoom

  • Click on Activities from the main menu
  • Click on Import Dash Quote Report
  • Click Browse and upload the P&C New Business P&C Total Serious Quotes Detail

 

Step 4 - See your Quote Activity

First stop is the main dashboard.....toggle it from Written business to Activities.  From there you change the time frame as well.

Screen_Shot_2019-03-11_at_6.18.38_PM.png

 

ALSO....from the activities dashboard, you can compare daily averages by different time frames.  For example - Yesterday vs 3-month rolling average.

You also have 3 different report options, all of which can be found under the Activities tab. Here's a brief explanation for each of the reports.

 

 

 

 

Still have questions? Contact Support.

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