Versions Compared

Old Version 9

changes.mady.by.user Heather Levin

Saved on

compared with

New Version Current

changes.mady.by.user Heather Levin

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

DRP/LRP Quote Notifications will save you hours of work each week and ensure your customers have the most up-to-date information daily. The automatic DRP/LRP Quote Notifications service is an additional cost to your AgencyRoot subscription and is outlined below. LGM is currently unavailable for the quote notifications service.

Accessing LivestockPro

  1. From AgencyRoot core, navigate to the sidebar on the left-hand side of the screen.

    1. While hovering over the sidebar, click on “Apps” to open up our list of available apps.

    2. Under Free Apps, you will find LivestockPro.

  2. When using another AgencyRoot quoter, you will find LivestockPro displayed in the navigation menu across the top of the screen.

Creating LivestockPro Quotes

All 3 plans (DRP, LRP, and LGM) can be quoted within LivestockPro. New quotes for each plan can be created using the ‘New Quote’ button at the top of the screen. From there, you will see all of the inputs for the plan that you selected.

...

https://www.youtube.com/watch?v=Ul2oAy7wUxA

Printing LivestockPro Quotes

All 3 plans (DRP, LRP, and LGM) can also be printed. Printing a quote will print whatever you currently have on display within the quoter. For example, if you choose to have multiple coverages open within a single endorsement, the print will show each coverage within an endorsement, as well as any other endorsements and coverages that you have elected to show.

...

  1. Subtitles allow you to add text to the top of your printed page.

  2. Choose which of the currently active quote tabs to print.

  3. You are able to print your quotes with a logo or no logo.

  4. Whether or not to include market data (for LRP only).

...

Saving a LivestockPro Quote

  1. Once you have each required field filled out, you can save the quote to your agency.

    1. Existing quotes cannot be re-saved unless a field is changed.

  2. Quotes can be saved using the top right 'Save Quote' button.

...

  1. All saved quotes can be accessed via the ‘My Quotes’ tab at the top of each quoter. DRP, LRP, and LGM quotes are saved independently of each other.

Enabling the LivestockPro Quote Notification Service

Once a quote is saved, the quote can be set up to be sent out to your customers on a daily basis via email at the end of each market day. Quotes to send out are identified on an individual basis, and there is no limit to the number of quotes you can set up and send per customer.

...