Name

The name of your QuoteForm is for your agency to identify which QuoteForm it is. This name will not be visible to your prospects or clients.

Description

The Title, Subtitle, and Description fields of your QuoteForm will allow for you to put additional information or welcome notes on the QuoteForm.

These are optional fields

Assigned To

This will be the user who receives the notification that a QuoteForm has been completed.

This list will only contain RiskAdvisor Users.

PolicyLink

One of the options inside of QuoteForms is for the prospect to Import Your Insurance via PolicyLink. This selection is the PolicyLink that you want to be made available inside of this QuoteForm.

Use Custom PolicyLink

If you have an account with Canopy Connect, InsurGrid or another service that you utilize for Policy & Dec Page collection you can provide the custom URL here.

Lines of Business

All QuoteForms will come defaulted with Home Insurance & Auto Insurance. You will have the ability to search and add additional Lines of Business for your QuoteForm here.

Confirmation Page

There are 3 Confirmation Page options available, shown below.

These confirmation pages are per QuoteForm.

Show Default Confirmation Page

This is a plain text message that says “Thank you, we have received your submission and will be in touch soon”

Replace default with custom message

You can add a custom Confirmation Page

Redirect to a custom confirmation page

This supports any URL so that you can redirect to a Thank You Page or another page that you would like to send your prospect to upon submission.

Lead Source

AgencyZoom Users

If you have AgencyZoom enabled for your agency you can pre-select the AgencyZoom lead source that you would like to assign a completed submission to.

All Other Users

If you do not have AgencyZoom enabled for your agency you will have a text input that you can pre-define the Lead Source for this QuoteForm.

Enable Property Data

Enabling Property Data will allow the Home QuoteForm to be prefilled via Property Data.

Property Data Fields

Field	QuoteForm Prefilled	Risk Profile Prefilled
Does your home have a pool?	✅	✅
Pool Type	✅	✅
Year Built	✅	✅
Square Feet	✅	✅
How many stories/floors is the home?	✅	✅
Number of Bedrooms	✅	✅
Number of Full Bathrooms	✅	✅
Number of Half Bathrooms	✅	✅
Do you have a mortgage on this home?	❌	✅
Lender Name	❌	✅
Effective Year Built (Will show as a year beside the Year Built Field)	❌	✅
Residence Type	❌	✅
What is the framing of the home?	❌	✅
What is the exterior of the home?	❌	✅
What is the foundation of the home?	❌	✅
Type of Roof	❌	✅
Roofing Shape	❌	✅
Type of Primary Heating	❌	✅
Does Home have Central Air Conditioning?	❌	✅
Is the home located on more than 5 acres?	❌	✅