With QuoteForms you can create as many individual Links as you would like. That means if you would like to make one for each prospect or customer you can. That being said, here are our recommended best practices for QuoteForms creation.

Here are the top Links that we recommend creating:

1. Your Website

Whether you are going to embed this on your Get a Quote page or redirect to the link with a button we think that it's best to have a specific Link for your website to track where this one is coming from.

2. Per Team Member

Whether your team members are out hunting for business or if they are active in Facebook Groups receiving referrals creating a specific Link for each team member is a huge win. They can upload their Profile Picture ↗ so that they are building a personal connection with their referral right away.

3. For a Specific Referral Partner

When you receive more business from a specific referral partner you can show them that they are important to you by providing them with their very own Link. The benefit here is that you can track how many Links are coming from them and continue to thank them for being a great partner!
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Have an idea on how to use your Links for a specific purpose? Let us know! Start the conversation in our Facebook User Group

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 Stay tuned for more updates and innovations.