Added filter by Marketing Source on API Leads
- You now have the ability to filter by Marketing Source on your API Leads call view page so you can view leads from specific marketing sources.
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Custom Marketing Sources for Org Transferred Round Robin Leads
- When distributing leads to sub-agencies, a new source will be created in their Marketing Source drop down for their API Workflows showing the lead source + org transfer from _____ (ex: MVP Premium Home- Org Transfer from Smith Insurance). This allows agents to have different distribution settings for leads they are receiving from the district vs. leads they are buying themselves from the same source.
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New Quote Follow Up Workflow Template
- Set this workflow automatically trigger when you mark a household as quoted, ensuring consistent follow-up that increases your chances of closing the sale.
Create this workflow from our Workflow Templates and enable in your Workflow Settings to start converting more quotes to policies.
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New Lead Text/Email/Task Workflow Template
- Get the full contact experience with text, email, AND call tasks all built into your new lead workflow. No more missed touch points—every lead gets the complete follow-up treatment.
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New Spanish New Lead Workflow Template
- Our proven New Lead workflow, now available in Spanish. Connect with Spanish-speaking prospects using professionally crafted messaging that converts.
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Email Parser for "EverQuote Marketing Services" Leads
- If you are purchasing "EverQuote Marketing Services" leads, you can provide your EverQuote account rep with your webhook email, which will be {orgApiToken}@parse.agencymvp.com. Your "orgAPItoken" can be found on your Account Information page in Agency MVP.
Email Parser for AllWebLeads
- For AWL it's an additional option on top of API delivery, for their regular leads. The only reason to use it over API delivery is if you are unable for any reason to do the API setup. The primary use case for this is a district that has one AWL account with multiple campaigns per agent. AWL allows only one API endpoint for the entire account, but they allow different email webhooks for each campaign. You will use your email webhook to get this connected which will be {orgApiToken}@parse.agencymvp.com. Your "orgAPItoken" can be found on your Account Information page in Agency MVP.