The agencies closing the most premium are not working harder than everyone else. They just have a system that runs consistently. Seven days from now your agency will have that system, and most of your competitors never build it at all. Today is where it starts.
Day 1 is about getting your leads into Agency MVP and your team ready to go. If you have nothing to import yet, this will be quick. Either way, let's get it done.
Step 1 — Prepare Your Lead File
Before you import anything, gather your current lead sources. If you buy leads from a vendor, reach out today and request a CSV file of all the leads you have purchased.
Before importing, make sure your CSV meets these requirements:
- Each lead must have a first name, last name, and at least one contact method — a phone number, email address, or full mailing address.
- If you have texting consent for any households, add a column called Consent to Text and mark those rows with Y or Yes.
- If you plan to assign a workflow during the import, build that workflow first before running the import.
💡 Tip: Download the Official Agency MVP Import Template to make sure your file is formatted correctly before you import.
Step 2 — Import Your Leads
Once your file is ready, here is how to import it into Agency MVP.
- Log in to Agency MVP.
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Click the + symbol in the top right corner near your name.
- Select Import Leads from the dropdown.
- Click Select File and upload your CSV.
- In the Import Details section, choose the Lead Source, Tag, User, and whether you want to bulk pipeline the import. MVP will attempt to auto-fill columns during the process.
- If you want to assign a workflow to these leads, choose a Custom or X-Date workflow from the dropdown.
- Click Begin Import.
💡 Tip: Imports may take up to 24 hours depending on file size. Once complete, your leads will appear on the Leads call view page of the assigned owner.
Would you rather have us handle the import? Fill out the Import Request Form and our team will take care of it.
📖 Full article: Importing Leads
Step 3 — Connect Your Internet Lead Sources
If you are buying internet leads from vendors like EverQuote, QuoteWizard, or All Web Leads, you can connect them directly to Agency MVP so new leads flow in automatically.
- Click your name in the top right.
- Click Account Information.
- Find the Lead Integration section on the page and connect your lead source.
⚠️ Note: EverQuote uses a URL to connect. Every other lead vendor uses the Organization Token found on your Account Information page.
📖 Full article: Lead Integration — EverQuote, QuoteWizard, All Web Leads
Step 4 — Invite Your Team
Get your producers into the account today. Every day they are not in the system is a day they fall behind on their own setup steps this week.
- Click your name in the top right corner.
- Select Invite Team Member from the dropdown.
- Enter the team member's first name, last name, email address, phone number, and role.
- Send the invite. They will receive an email with instructions to create their login.
💡 Tip: If you select Account Manager as a role, that staff member will have all of the same permissions as you. This is only recommended for office managers.
📖 Full article: Adding Staff to Agency MVP
Step 5 — Book Your Get Moving Quick Call
If you have not already scheduled your Get Moving Quick call with our team, do it today. This call is designed to get your first campaigns running fast and is one of the quickest ways to see results in your first week.
👉 Book Your Get Moving Quick Call
Want More Detail?
These full articles walk through every step with additional screenshots and tips.
- Importing Leads
- Account Information
- Lead Integration — EverQuote, QuoteWizard, All Web Leads
- Adding Staff to Agency MVP
Day 1 is done. The foundation is set. Tomorrow we connect your phone and texting so Agency MVP can start reaching your leads automatically.