How to Create Your First PolicyLink
Written By David Watson
Last updated Over 1 year ago
RiskAdvisor offers you the ability to receive Policy & Dec Page(s) from your prospects through our feature, PolicyLink.
Let's take a look at how to set it up.
Step 1: Create a new PolicyLink
To do this, click here
Name your PolicyLink
Assign PolicyLink to Team Member
Assign Lead Source to PolicyLink
For AgencyZoom Agencies, you will see your list of Lead Sources to select from.
For all other agencies, you will see a text input list.
+ Create PolicyLink
Step 2: Copy link or embed code
Shareable Link
Embed Code
