This article covers how to integrate with quotes generated in your AMS. This is very specific to one scenario and there are other possible ways to do this. 

Reacting to Quotes

Inside Agency Revolution Connect's Event Page one of the choices is a New Quoted Policy. 

Choosing this as your Add Event for a sequence will add people with new Quotes to the sequence

What are Policy Quotes?

Policy quotes are policies that come over from your Agency Management System with a policy status of "Quoted" - or the mapped equivalent thereof. If the system you are using allows you to choose Quoted as a policy type then all you need to do is select this. Creating a policy or changing it's status to Quoted will trigger this event.

How do I tell Connect what Policy Statuses are "Quoted?"

Your AMS may let you define which policy types are quoted. For example, some systems let you define the policy status as "QUO." How do we know this is a quoted policy? Easy, go to you list setup page.

How can I communicate with these Quotes?

React with a new Quote event

Create a new campaign, add a step sequence, and for your event choose New Quoted Policy.

Then you can react with each your new quotes with an SMS, Postcard or Email. 

If you want to fine tune who you target, create a segment targeting the types of customers you want to follow-up with when they have a new Quote.

Blast with a segment

Build a new segment that highlight the quoted policies you want to target. In the screenshot below I am targeting Accounts with Quoted Auto Policies who are not currently active accounts. Think of these as your x-dates.

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