Agency Elephant + RiskAdvisor

Agency Elephant + RiskAdvisor integrations

Create or update Agency Elephant leads when new clients are added in RiskAdvisor

Effortlessly maintain your leads in Agency Elephant whenever a new client is added in RiskAdvisor. This smooth workflow ensures your lead information in Agency Elephant is always up-to-date, giving you more time to focus on client relationship building. It takes care of the mundane data entry task so you can put all your energy into serving your clients better.

When this happens...
New ClientTriggers when a client is created in RiskAdvisor.
TriggerPolling
automatically do this!
Create or Update LeadCreate a new lead, or updates an existing lead.
ActionWrite

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More things you can do with RiskAdvisor and Agency Elephant

Discover other triggers and actions you can use with RiskAdvisor and Agency Elephant

Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Trigger
Polling
Try It
Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
Try It
QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Email
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile ID
  Required
- Notes
Action
Write

- Risk Profile ID
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client Email
  Required
Action
Search

- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write
- Event
  Required
- Pipeline Status
  Required
Trigger
Instant
Try It
- Event
  Required
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Lead ID
  Required
- Action
  Required
- Tags
  Required
Action
Write
- Select a group
  Required
- Select a tag
- Select Pipeline Status
Action
Write

New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
Try It
New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Risk Profile ID
  Required
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Write
- Email
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write
- Event
  Required
- Tag
  Required
Trigger
Instant
Try It
New Group
Triggers when a new Group is created.
Trigger
Instant
Try It
- Lead ID
  Required
- Action
  Required
- Pipeline Status
  Required
Action
Write
- Lead ID
  Required
- Action
  Required
- Group
  Required
Action
Write
- Enter a keyword
  Required
- Select a group
Action
Search

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

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Related categories

CRM (Customer Relationship Management)

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About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

HelpHelp

Related categories

CRM (Customer Relationship Management)