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

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https://www.youtube.com/watch?v=cB1s0zNSr-g

We provide, free of cost, access to quoting tools for LRP, DRP, and LGM. In addition to the quoting services, AND with a subscription to DRP/LRP Quote Notifications, our tools allow for an automatic email-sending service that keeps your customers in the loop through daily updates to a variety of coverage levels and products.

Check out LivestockPro here.

DRP/LRP Quote Notifications will save you hours of work, weekly, and always make sure 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 the AgencyRoot home dashboard, navigate to the sidebar on the left-hand side of the screen.

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

  3. Under Free Apps, you will find LivestockPro. Click on it to open up the quoter.

Saving a quote

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

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

    1. Quotes are linked to contacts or entities and associated with the user that created the quote.

  3. 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 automatic DRP/LRP daily email service

Once a quote is saved, the quote can be set up to send 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.

Our DRP/LRP Quote Notifications Subscription will allow users to set up and save LRP or DRP quotes & send an Automatic, Daily, and Updated quote via email to any number of customers and prospects. The DRP/LRP Quote Notifications subscription is $500 / year and allows all users in the Agency to set up and send out automatic daily LRP/DRP quotes.

The following video will take you through setting up, saving, and sending a Daily LRP quote.

https://www.youtube.com/watch?v=cB1s0zNSr-g

  1. Set up a saved quote. This quote can be DRP or LRP, depending on your customer’s needs.

  2. To designate a quote to be sent out daily, save your current quote, and then click ‘Notifications’ next to the ‘Save’ button. Note: Quotes from other plans are not available to be set up with Quote Notifications at this time.

  3. From the ‘Notification Settings’ box that opened up, configure the options that best fit your customer’s needs. When you are done, click ‘Next.’

  4. Now, select the contacts and/or entities that you want to have set up with daily quote emails. Type in their name into the contact search box, and then select the agent that will be receiving any customer replies to these emails.

  5. Click ‘Done’ and the quote is set up.

  6. If you want to manage your quotes, get to the ‘My Notifications’ tab 1 of 2 ways:

    1. Click the ‘My Notifications’ tab.

    2. Click a blue bell icon from the saved quotes tab.

  7. Click the blue bell icon from the ‘My Notifications’ tab to manage the settings for each quote individually.

    1. Click the red trash can icon to delete the quote.

    2. Click the arrow to see an overview of the quote beyond the title.

  8. Use the filters above the saved quotes to narrow down a large list of quotes to something more searchable.

Please contact support@agencyroot.com to discuss and set up DRP/LRP Quote Notifications!

 

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