Adding your lead providers to AgencyIQ has never been easier!  Now, just go to the “my agency” link located in the top right-hand corner, then click on the new “Lead Providers” tab.  Here, you can request your lead companies to send your leads into the AgencyIQ System.

Lead Providers Tab

Add a lead provider by clicking the “add lead provider” link in the top left of that tab.  Next, select your lead provider’s name from the list and click the “add provider” button.  You will be prompted to enter your account number or any additional information needed by the lead companies.  Once you submit this information, a request will be made of the lead provider to set things up and your leads should start flowing into AgencyIQ soon!

Checking on the Status of your Lead Set Up

The status of your requests will be listed as pending until the first lead is received from that provider.  Once a lead is received, you will be able see when the request was made as well as when the first and the most recent leads were received.  If you have been on the AgencyIQ System and already have your lead providers set up, you can visit this location to see when the last lead was received from your lead providers and add new lead providers after you sign up with them.

Continue to watch for more updates and features coming soon!