Agency Elephant + RiskAdvisor
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.
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 Client
Triggers when a client is created in RiskAdvisor.
- automatically do this!Create or Update Lead
Create a new lead, or updates an existing lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
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
Updated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
Risk Profile IDRequired
Notes
