Internet Lead Quoting Guide

Transcription

1 USER GUIDE Internet Lead Quoting Guide Revised 2/2/2015 All contents copyright by QuoteBurst Inc. All rights reserved. No part of this document or the related files may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording, or otherwise) without the prior written permission of the publisher.

2 Contents Introduction... 4 Getting Started... 5 Setting the right computer controls... 5 Window 7 & Vista... 7 Installing the Typhoon Software... 8 Entering Basic Agent Info... 9 Software License Agreement Overview...10 Running Typhoon...11 Check Your Settings...12 Agent...12 General settings...15 Auto...17 Property...18 Insurance Score Settings...18 Print Settings...19 Quoting Through Other Companies...19 St. John s Settings...19 Tower Settings...21 Universal Settings...22 Start Quoting...23 Daily Maintenance...23 Typhoon Manager...24 Internet Leads...24 View...26 Requoting Failed Leads...27 Skip...27 Drip Stats...28 Automatic Templates...28 Automatic Text Signatures

3 Automatic Signature Images...30 Opting Out...31 My Account...32 Agency Setup...32 Lead Routing...33 Change Password

4 Introduction Typhoon is the way to automatically quote Internet leads in real time and a quote to the prospect within minutes of the initial request. Did You Know Lead from the Internet QuoteBurst is a result of collaboration of Allstate agent Bruce Thompson and IT guru Stephen Bentley? The products and services provided by QuoteBurst are offered exclusively to Allstate agents? QuoteBurst offers free techincal support for all our products through or ? Every time you start a QuoteBurst program you will have the latest version of the software automatically downloaded free? QuoteBurst is your employee to handle all your Internet leads (Typhoon), bulk mailing leads (Dyanmo) and requoting (FlashBack) needs? Our goal is to make quoting as easy as possible for you so you can concentrate on others ways to make your business more profitable? Let s get ready to start Typhoon 4

5 Getting Started There a few things to do before running Typhoon for the first time. You need to: 1. Ensure your computer has the right controls set 2. Install the software 3. Enter your user information into Typhoon 4. Agree to the Software License Setting the right computer controls There is a setting in the control panel that needs to be checked in order for Typhoon to run properly. You will need Admin rights for the computer in order to make these changes. We need to make sure the computer is not going to sleep. Go to your or button in the bottom corner of the screen. Then select Control Panel or (some machines may have Settings instead of Control Panel.) Use the directions of the following pages for your particular Windows edition. QuoteBurst products are not engineered to run on Mac or virtual machines. 5

6 Window 7 & 8 1. Select the Systems and Security category. 2. Under the Power Options, select Change when the computer sleeps. 3. Use the dropdown button to select Never and Save the changes. Turning off the display is not necessary for Typhoon. This completes the control panel changes. Click here to begin Installing the Typhoon Software. 6

7 Vista 1. From the control panel double click the Power Option. 2. In the side panel locate the option to change when the computer sleeps and click it. 3. Use the drop down arrow to select Never from the list of when to put the computer to sleep. 4. Click to save the changes. This completes the control panel changes. Click here to begin Installing the Typhoon Software. 7

8 Installing the Typhoon Software 1. Go to 2. Scroll down and click the INSTALL under typhoon 3. You need to allow the program access to install by clicking install. NOTE: Some security programs like McAfee may require additional steps to install programs on your computer. Check with the security program providers for the steps to allow the Typhoon installation. 4. During the install you will see a screen like the one on the right informing you of the download progress. 5. The program will create an icon on your desktop 6. Once the install is complete, Typhoon is automatically activated for you. The QuoteBurst Twins Typhoon and Dynamo are the twins that come in the QuoteBurst car. Dynamo quotes the bulk leads that come from the provider in a.csv file and Typhoon quotes the Internet leads. Since they share the same engine, only one can drive at a time. That means you can run either Typhoon or Dynamo but you cannot run both at the same time on the same machine. In order to save you money on products you don t need, you can subscribe to either or both services to fit your business needs. 8

9 Entering Basic Agent Info Before running Typhoon for the first time, you will need to enter the settings required to keep you logged into Alliance while running your quotes. Typhoon works by logging into Alliance and filling out the screens just as you would. In order to do so, it needs your Alliance information. Agent ID This is your agent number beginning with A0. Gateway User ID In most cases this will be same as the agent ID. Sub-producers will have a number that begins with an S. Password this is the current Gateway for the user ID entered in the previous field. Primary Quoting State Dynamo allows you to quote in multiple states, but the primary state needs to be selected here. Alliance Node When you enter your primary quoting state, Dynamo will enter the node. To locate your node, simply start the Alliance Apps from your Gateway page. Look at the address displayed. It will read An example would be LAG0101. Click OK. You will need to verify your gateway password and then click OK again. 9

10 Software License Agreement Overview On your first use of Typhoon, you will be required to enter your agent ID number, your initials, and click Agree. Below is an overview of the software agreement. For the complete agreement, scroll down through the agreement before agreeing to the contract. Software License Agreement Overview 1. Flashback uses Comma Separated Values files (.csv). Microsoft Excel is commonly used to open.csv files. There is a problem however, with saving the Flashback history files with Excel. The control numbers beginning with the 1 (those generated after January 2010) will not save correctly using Excel, so no match can be made between the scrub data and the audit e GRANT OF LICENSE -You may install and use the SOFTWARE PRODUCT on any number of computers for a single agency owner. 2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS - You may not reverse engineer, decompile, or disassemble the SOFTWARE PRODUCT. You may not rent or lease the SOFTWARE PRODUCT. 3. CONFIDENTIAL DATA - QuoteBurst agrees not to disclose Confidential Information received through the processing of Internet leads or consumer lists to any third parties. 4. COPYRIGHT All software, images, audio, etc. in any of the programs, or support material is protected by copyright laws and international treaty provisions. 5. MISCELLANEOUS - QuoteBurst reserves the right to modify this Agreement at any time. 6. LIMITED WARRANTY There is a limited warranty for 90 days from receipt. 7. CUSTOMER REMEDIES -QuoteBurst s and its suppliers' entire liability and your exclusive remedy shall be, at QuoteBurst s option, either (a) return of the price paid within 90 days, or (b) repair or replacement of the SOFTWARE PRODUCT. 8. NO OTHER WARRANTIES - To the maximum extent permitted by applicable law, QuoteBurst and its suppliers disclaim all other warrantees, either express or implied, including, but not limited to, implied warrantees of merchantability and fitness for a particular purpose, with regard to the software product. This limited warranty gives you specific legal rights. 9. NO LIABILITY FOR CONSEQUENTIAL DAMAGES - To the maximum extent permitted by applicable law, in no event shall QuoteBurst or its suppliers be liable for any special, incidental, indirect, or consequential damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use the software product, even if QuoteBurst has been advised of the possibility of such damages. Agent agrees to release, waive, discharge, hold harmless, defend and indemnify QuoteBurst and its owners, agents, officers and employees from any and all claims, actions or losses which may arise out of use of the SOFTWARE PRODUCT. 10. CAPTIONS - Captions contained in this Agreement are inserted for reference and in no way define, limit, extend or describe the scope of the SLA or intent of any provision in the SLA. 11. SEVERABILITY - If any provision of this SLA becomes or is declared by a court of competent jurisdiction to be illegal, unenforceable, or void, this SLA shall continue in full force and effect without said provision; provided, however, that no such severability shall be effective if it materially changes the economic benefit of the SLA to the other party. 12. AUTHORITY TO EXECUTE - You warrant and represent to QuoteBurst that this SLA shall be binding upon You once executed, and that the individual executing this document is authorized or has been empowered to do so. 10

11 Running Typhoon When you click the QuoteBurst icon, you will see the products menu. Select Typhoon. You can minimize this screen at any time using the button in the top right corner. Setting your quoting options is the most important concern. Once these are set, you won t need to change them until your rates change or you wish to change the options. **Note when you change your gateway password, you must change your password in Typhoon. Click the click here link on the menu screen. 11

12 Check Your Settings The settings are stored on the QuoteBurst server and are common to Typhoon and Dynamo. Across the top are the tabs for the different groups of settings. The button will save the changes to all the settings in all the tabs. Therefore, you do not need to click Agent at the end of each screen. The information on this screen is used in the Dynamo mail merge option as the header on the quote. General The general settings tab displays a synopsis of the different rules. Here you have the options to show pop-ups when new leads arrive, to receive delivery and read receipts and to print the quote in addition to ing it. For each type indicate whether generate a quote, send an auto response or do nothing. For Auto-Response Only - The lead will not be quoted through Typhoon. You must manually do the quote in Alliance. The prospect will only get an letting them know you are working on the quote. If you wish to add a separate rule for home or auto, use the add buttons below the type Rule. Click on the Edit Action to modify the details. 12

13 The follow-up date option will automatically set the FUD on the coverage page. If you have pending leads that you have quoted manually, you can set them all to skipped by clicking the Rules button. The rules allow quoting in various states with different settings, different providers, etc. Keep in mind that the rules are "processed" in the order they are listed. In this case, and TX leads will be processed via Allstate. This is because Allstate is the first in the list. If you want TX home leads to be processed with Tower, use the "Up" link on Tower record to move Tower above Allstate. Now, when a home lead comes in for TX, it will be processed via Tower. In this example, we ve used the rules to quote in different states. Since I have both Texas and Oklahoma using Allstate Base and they are on the same node of TXG0101, I combined them. In Georgia, I am using Deluxe and the node is LAG0201, and Florida is using St. John s. For information on finding the node, see Entering Basic Agent Info. Non-Alliance Rules If you have a non-alliance rule and you have another rule of that type, you have the option to permanently delete rule. 13

14 Auto Rule Company - prefilled and locked Product Type - prefilled and locked State use the dropdown arrow to select the appropriate states in which you are licensed to insure. Alliance Node This is the same node that is on the Basic Agent Info and should be prefilled. (See Entering Basic Agent Info) Package Type use the dropdown arrow to select the package you wish to quote from a list of packages available in your state. Comprehensive Type - use the dropdown arrow to select the type of comprehensive you have selected in your Alliance presets. This must match the Alliance preset. Apply multiple policy discount Your options are none, Homeowners or Renters Is Rule Active - the default is checked but you can deselect it if you no longer wish use. Home Rule & Renters/Condo Rule Product Type - prefilled and locked State use the dropdown arrow to select the appropriate states in which you are licensed to insure. Alliance Node This is the same node that is on the Basic Agent Info and should be prefilled. (See Entering Basic Agent Info) Policy Type use the dropdown arrow to select the policy type you wish to quote from a list of types available in your state. Is Rule Active - the default is checked but you can deselect it if you no longer wish use. 14

15 settings The top portion of the screen allows the agent to designate who gets what . Quote The default is for Typhoon to send the quote to the prospect in an . If you would rather send the quote through Alliance, click to check the box. Agent Address This is the address the prospect will see as the sender of the . A user friendly address looks less like spam, but it must be address. Confirmation s the default is for a confirmation to be sent to the agent address when the quote is received and read by the prospect. Click to check the box if you do not wish to receive the confirmation s. CC If you would like the confirmation s to be sent to your producers, you may enter their addresses in the space provided. Separate the address with a comma or semicolon. These addresses do not need to This field is limited to 110 characters. Note: When using the lead routing feature, distribution s specified on the settings will be disregarded. (See Lead Routing.) Confirmation routing After Typhoon processes the lead, it will notify you via that the lead was a success or failure. The default is to send this to both the agent and the producers. If you do not wish to have the status s sent to the producers, click to check the box. 15

16 The Alliance The that is sent to the prospect has an introduction paragraph followed by the standard Allstate quote. You can customize the using the settings screen. Typhoon addresses the prospect by name based on the information provide in the lead. Office Times based on the opening and closing time you indicate, Typhoon will indicate that the office and will open again at, or that the office is open. These are whole numbers only. Intro - Typhoon provides you with a standard introduction. You may modify it. This intro will be the last part of the introduction the prospect sees. This is not a limit for this box. Agency Signature This is the information that is sent only if no quote can be generated. You can enter up to 300 characters. After hours contact information You may choose to have Typhoon inform the prospect that you can be reached after hours. To do so, click the include after hours box, and enter the contact name and phone number. 16

17 Auto The auto settings tab allows the agent to detail how the leads should be quoted. Click the box next to the option to select it. Some options like, the Uninsured Motorist or the Collision Waiver are not available in your state and will be ignored. Send Sample Your lead provider should be screening for errors in the make but sometimes errors do get through. If Alliance rejects the make and you have this box checked, Typhoon will send the quote as a Toyota Camry. If you don t have the box checked, the prospect will receive an telling them that we couldn t generate a quote based on the information supplied and sets the lead status to VEHICLE. The Bodily Injury cannot be lower than your preset BI in Alliance. The Collision Deductible and the Comprehensive Deductible should match your presets in Alliance as well. 17

18 Property The property settings tab allows the agent to detail how home, renters and condo leads should be quoted. Click the box next to the option to select it. The top half of the screen shows the Alliance settings and the bottom half are used if you quote through St. John s. Insurance Score Settings Typhoon does not pull the credit report for any lead. Therefore you need to tell it how you wish to score the lead to quote. There are two options. The default is to override any self-credit scores and use a set score. Use the down arrow to select the score you wish to use. The second option is to assign a score based on the self-credit wording in the lead. To get to this screen you need to uncheck the IS Mode Override box by clicking on it. You can then use the dropdown buttons to assign a value to the word. For example, you may decide the Good is a 5 for auto, and a 15 for home. 18

19 Print Settings The default is for Typhoon to the quotes to the prospect. You may also print the quote to the default printer for the computer on which Typhoon is running. If printing, you can indicate which page(s) you want printed and the number of copies. Note: The mail merge option is not active with Typhoon. Click save changes before closing the settings. Quoting Through Other Companies Because some states do not have the option to quote Home through Allstate, as a courtesy we have provided additional companies for Home quoting. These other companies may make changes on occasion which will require us to modify our programs to accommodate. Because we do not have a close relationship with these companies like we do with Allstate, the only way we know if changes are needed are when agents let us know. We will get the modifications done as quick as possible, but Allstate/Alliance quoting is our first priority. Based on your primary quoting state in the Agent Choice Technology box, Typhoon will determine if your state uses a company other than Allstate to quote for property. If you only quoting with Allstate, go to Start Quoting. St. John s Settings In order to enter the login settings for St. John s, Tower, and Universal you must go through Dynamo to enter the information. Typhoon pulls from the Dynamo data. A. Click to exit Typhoon and return to the menu. B. Select Dynamo and click. C. Select the home icon. D. Click on the word St. Johns to highlight it. E. Click on the click here on the right F. Enter your agent ID, St John s user ID, the password, and the primary quoting state. 19

20 G. The Use normal QuoteBurst should always be checked. This is a failsafe protocol. If there were a severe server problem we would switch over to an alternate server and all the agents to unselect this box. H. Remember, there are settings for St. Johns at the bottom of the Settings Property page. I. Click to return to the Dynamo menu. J. Click to return to the Dynamo type selection screen. K. Click to return to the main menu. L. Select Typhoon and click. M. Go to Start Quoting. 20

21 Tower Settings In order to enter the login settings for St. John s and Tower, you must go through Dynamo to enter the information. Typhoon pulls from the Dynamo data. A. Click to exit Typhoon and return to the menu. B. Select Dynamo and click. C. Select the home icon. D. Click the word Tower to highlight it. E. Click To set on the right. F. Enter your Tower user ID, the password, and the primary quoting state. G. The Use normal QuoteBurst should always be checked. This is a failsafe protocol. If there were a severe server problem we would switch over to an alternate server and all the agents to unselect this box. H. Click. I. Click to return to the Dynamo type selection screen. J. Click to return to the main menu. K. Select Typhoon and click. L. Go to Start Quoting. 21

22 Universal Settings In order to enter the login settings for St. John s, Tower, and Universal you must go through Dynamo to enter the information. Typhoon pulls from the Dynamo data. A. Click to exit Typhoon and return to the menu. B. Select Dynamo and click. C. Select the home icon. D. Use the dropdown box to select Universal. E. Click. F. Enter your Universal user ID, the password, and the primary quoting state. G. Click. H. Click to return to the Dynamo type selection screen and then Click to the main menu. to return I. Select Typhoon and click. Understand Typhoon A. Because Universal uses the Frontier All Perils setting, click. B. Enter a dummy Frontier user Id and password any character will do. C. Deductable to either 1% or 2% using the drop down buttons. J. Click to save and return to the Typhoon menu K. Go to Start Quoting. Lead providers collect the leads for prospects in real time. They then the agent and the agent s Typhoon mailbox. When Typhoon is turned on, it checks the mailbox every 20 seconds for a new lead. When it finds a pending lead it opens another window logs into Alliance fills out the Alliance screens automatically saves the quote in Alliance s the quote to the prospect All in less than 2 minutes! 22

23 Start Quoting You are now ready to start quoting. Typhoon has an indicator to let you know what it is doing at a glance. The red light means that Typhoon is not active. A yellow light indicates that Typhoon is active, and that it will be checking its mailbox every 20 seconds. The green light means that Typhoon has found a lead and is quoting it in another window. Click to get Typhoon to the yellow/active state. If this is your first time to run Typhoon, you will be reminded that you must give your lead provider the mailbox address assign to you in your welcome . It will be your agent number at either qbleads.com or stingraydata.com. Check your welcome to make sure you are using the correct address. For a complete list of lead providers accepted by Typhoon go to and select Solutions. Daily Maintenance Typhoon was designed to run 24/7 but you should stop it once a day, preferably first thing in the morning, and do basic maintenance. This will ensure that both your machine and Typhoon are running at their peak. 1. Click 2. Click 3. Click on the menu screen 4. Check to see if there are any updates to your machine the need to be installed. 5. Restart your machine. 6. Start Typhoon by double clicking the icon. Typhoon will check to see if you have the latest version of the program. If not, it will update the program for you. 7. Select Typhoon and click. 8. Click to get Typhoon back to the yellow light. 23

24 Typhoon Manager The fact that Typhoon quotes internet leads and returns a response in 2 minutes is fantastic, but the Typhoon Manager allows you to do so much more! To get to the Typhoon Lead Manager, go to Enter you username and password. If you are unsure about this information, call our tech support team at , ext. 2. Click Dashboard.. This takes you to the One of the first things you ll notice is the Snapshot. You can click on the red labels to change the snapshot to show the counts for Today, Yesterday, This Week, Last Week, This Month, and Last Month. The Typhoon Status is not operational at this time. At the bottom of the dashboard you will find the 3 sections of the manager. Internet Leads The Internet Leads function will become your friend. From here you can monitor the status of your leads at a glance and requote them if Typhoon wasn t able to generate the quote on the first try. Display Options - At the top left corner, of the screen you can select which data to display. The default is Today, but there are options for Yesterday, This Week, Last Week, This Month, and Last Month. When you change the display option you need to click. Snapshot - This table is a synopsis of the leads processed for the time selected in the display option. In this case all 41 leads processed successfully but that is not the norm. Leads don t always come 24

25 in with all the information Alliance needs to quote. It will be rare for you to get 100% of your quotes to be successfully quoted. There are too many things that can cause Alliance to fail due to the data in the leads. A 70-80% success rate is what we consider acceptable, 80-90% is good, 90-95% is great. The average across all agents is 97% but it all depends on the quality of the lead. What a lead s status means This box gives a short description of some of the most common statuses. The table below contains the complete list. Status Description Action Attempt Typhoon will attempt to quote a MyWorksItems lead 3 times, 1 hour apart. None Duplicate Typhoon identifies duplicate leads and only generates the quote for the lead received first. None Error The lead has unexpected data that Alliance doesn t accept. Failed False Ineligible Inproc Pending Pending-R Responded Skipped Success Unavail Vehicle Typhoon was unable to generate a quote through Alliance. Typhoon was unable to log into Frontier, St. John s, or Tower. You requested to use Frontier, St. John, Tower, or Universal to quote a home lead and the lead was not eligible for the company. Typhoon is in the process of quoting this lead. Typhoon has not yet seen this lead. This lead has been requoted and is ready to be quoted. You set Typhoon to only respond to the lead but not quote it. Typhoon did not attempt to quote this lead. This could be caused by: 1. The lead came in when Typhoon wasn t on, and the Clear all pending leads option was chosen. 2. The Alliance password is incorrect. Make sure Typhoon has the correct login settings, close out of Typhoon complete, click the Requote action, and start Typhoon back up. 3. Before Typhoon could quote the lead, you clicked the Skip action. This lead has been successfully quoted by Typhoon. The MyWorkItems was unavailable after 3 attempts Invalid vehicle information was entered e.g. CC2wdSedan4Door as a model You will need to manually generate the quote. View the lead data. If you cannot spot the error, close Typhoon, requote, restart Typhoon, and watch the quote go through the Alliance screen to see what the error was. Check your login settings. You can adjust your selection based on counties and year built. If the lead has been in the Inproc status for more than 2 minutes, there could have been a power failure or problem on the machine while Typhoon was quoting the lead. Close Typhoon, requote, and restart Typhoon. Typhoon checks every 20 seconds to see if there is a pending lead. Make sure Typhoon is up and on either the yellow or green light. Make sure Typhoon is up and on either the yellow or green light. If you wish to change this, go to Typhoon settings, General tab, and edit the rule for this lead type. Make sure Typhoon has your current gateway password (see Running Typhoon), close Typhoon, requote, and restart Typhoon. None None Set default to Toyota Camry to avoid this message. (See Auto.) 25

26 Internet Leads This section gives you the details about the lead. It s pretty self-explanatory. Notice the Received On is followed by the time zone. You can set this in the Agency Setup section. There are 3 actions that you can use. View If you click on the word View, you will see the details of the lead. Notice the quote information. Here you can see the date and time of the quote as well as the amount. If you are using the lead routing feature, you would also see the producer to whom the lead was routed. The other information you see here is what was received from the lead provider. If the lead is failed you may spot the problem by looking at the data that was provided. If you scroll down to the bottom of the page, you ll find the information from the drip campaign. This is where you can opt the prospect out of all future s. Click Back to List at the top right corner to return to the Leads screen. 26

27 Requoting Failed Leads There are many reasons a lead might fail. The most common problem is that bad data was received from the lead provider. If that is the case you need to call the prospect to get accurate data then generate a quote manually from Alliance. These are things to look for as you try to determine the problem: Invalid address No phone number P.O. address for a home lead The driver hasn t been licensed for 3+ years Model was entered incorrectly Wording where a number was expect Invalid characters in the name field Typhoon doesn t manipulate the data received from the lead provider; it just uses the data to enter into Alliance. If you are consistently seeing a problem with the data, contact the lead provider. They may be able to activate more filters to ensure you are getting the best data possible. Understanding Typhoon When Typhoon is started it looks at the mailbox and memorizes the status of the leads. It then will quote the Pending or Pending-R oldest to newest. If you attempt requote a lead while Typhoon is still active, it remembers that it has already done that lead, and will set the status to success without actually generating a quote. Therefore, you need to clear Typhoon s memory by stopping it, exiting completely out, clicking requote for the lead(s), and starting Typhoon back up. Other factors that cause a lead not to generate a quote are: You didn t change the password in Typhoon when you changed it in Gateway. Typhoon was left on red, rather than yellow. There is a conflict between the Alliance presets and the Typhoon settings. Power failure or machine error You didn t have your control properly set. (See Setting the right computer controls ). Alliance made a programming change that affected quoting, and QuoteBurst was not informed of the change. There may be some things you can fix or you may just want to requote the lead, watch it, and see what Alliance says is the problem. In either case, you need to shut down Typhoon, click the requote action, and start Typhoon again. Typhoon refreshes the screen after each click of an action. Skip Sometimes a lead comes in and you wish to skip it before Typhoon even tries to quote it. In that case, you can click Skip to skip that lead. 27

28 Drip Typhoon receives leads from various lead providers, quotes the lead through Alliance and then s the quote to the prospect in real time. The drip allows the agent to set up standardized s that will be sent automatically to the prospect in addition to the basic quote. Stats The statistics section displays the totals for each of the following categories: s sent through all the drip campaigns s that were actually opened by the prospect Prospect that chose to unsubscribe from future s s that bounced due to an invalid address Automatic Templates The template allows the agent to set up various s that will be sent to prospects based on the selection criteria. It is a form letter that is personalized at the time it is sent. To begin creating an template, click on New Template as shown on the screen to the right. The table on the next page further describes the fields on the screen. You will notice that the form of the template is similar to a regular . 28

29 Field Name Description Your choices: Quote Type: This is Who will All, Auto, Homeowners, Renter, or Condominium receive the . When to deliver: Subject: Body: Keywords for template: Send From Address Text Signature Signature Image Is Template Active The What of the Allows you to insert key data into the The address the prospect will see as the sender An automated signature An automated Image Allows you to control campaigns On Quote Receipt Day Quote Received. Day After Quote Received. Send After ## days. Keywords and your own text Keywords and your own text First Name Last Name Address Premium One of the saved text signatures or None One of the saved image or None Yes or No Specify the time Specify the time Specify the number of days and the time In this example, this will be sent to auto prospects one week after the quote request was received. The addresses the prospect by first name. To do this, after the word Hi we pressed the Insert Keyword button. The program inserted the keyword that was displayed in the Keywords for Template box into the at the cursor. At the time this is sent, {first_name} will be replaced with the prospect s first name. You may also choose to insert the last name, address, or premium amount, use the dropdown arrow to choose the desired field, position the cursor in the body at the desired location and the click Insert Keyword. 29

30 Also, note that the template is active. Any leads that come in after this is saved as active will have an sent unless the status is changed to inactive or the prospect is opted out. Automatic Text Signatures Often s close with not only the sender s name but the address, phone number or other pertinent information. In the example above, the signature is included in the . A better way to do this is to save the address in one place then select it. Let s go back to the main menu and select New Signature. Now we can enter Bruce s standard signature text and save it. Back at the menu screen you ll see that our saved template is listed as well as the saved signature. Select edit to modify the template. Now we can choose to use the saved signature using the drop-down button Automatic Signature Images In some cases, it is desirable to include a logo or the signature image. The Typhoon Manager Drip allows the agent to load a gif, jpg, jpeg, and png file. The image must be under 100kb in size. From the Drip menu, choose New Signature Image. Next click browse to locate the image you wish to use. 30

31 In this instance, we were looking for the QuoteBurst logo. Once the file is located, you can select it by either double clicking the icon or single clicking the icon then clicking open. Next, give the image a name and click save. This will take us back to the main drip menu. Now if we return to our , we can select the logo to be applied to the . Opting Out As you follow up with your leads, there will be people you will not want to receive further drip s, possibly because they become customers or because they ask not to receive any further communication. In these cases, you will want to opt them out. To opt a lead out of future s, you need to go to the Internet leads from the Typhoon Manager main menu. Use the selection choices to locate the lead, then click refresh. 31

32 Scroll down to the lead name and click on the view option. In the case below we are looking for Hans Andersen. Scroll down to the bottom of the lead details and you will see the option to opt Hans out of all future s. A pop-up will appear asking you to confirm the opt-out. If you opt a lead out of the campaign, you will not be able to add them back again. My Account The third option on you Typhoon Manager Dashboard is My Account. Here you can choose settings that help you get the most from Typhoon. Agency Setup Click on Agency Setup. You will see the information screen. Agency name This name is displayed in the black banner line in Typhoon Manager. Time Zone controls the time displayed as the lead time on the Internet Lead screen. The address and phone information are not used at this time. 32

33 Lead Routing Lead routing allows you to distribute the incoming leads based on 3 levels of rules. The rules are applied based on the line of business (e.g. Automobile, Homeowners, etc.), lead provider (e.g. NetQuote, AgentInsider, etc.), and/or zip code (either a range or specific zip codes separated by commas). Note: When using the lead routing feature, distribution s specified on the settings will be disregarded. (See settings) User Profiles Here the owner can set and maintain the producers. You can change the order of the list by clicking on the column heading. One click will sort the list A-Z, and a second click reverses the sort. Edit button to modify the user s profile. All fields can be changed except the username field. If you need to change the username, you will need to delete the old record and add a new one. Button to permanently delete the profile. Be careful not to delete your owner record as that is the only role that can add/modify user profiles. Now, let s add a new producer. Click the ADD NEW QUOTEBURST USER. 33

34 All of the fields are mandatory with the exception of the sub-producer code field. Username, First Name and Last Name limited to 20 characters each. Allstate Prefix the part of the address that Limited to 30 characters. Sub-Producer If you opt to use this field, it must be a numeric code of no more than 10 digits. Office Agent ID The Allstate agent number beginning with a0. User Role view higher level reports. Owner Type 2 - Allows the user to add/edit user profiles, view statistics by producer, and can Producer, Telemarketing, Manager, Accounting Type 1 Can view reports only for the individual After you submit the form, the new user will receive an that includes their username and temporary password. Lead Routing Leads are routed or assigned to the producers based on distribution rules. There are 3 levels of distribution rules. The rules are applied based on the Line Of Business (Automobile, Homeowners, etc.), lead provider (NetQuote, AgentInsider, etc.), and zip code (either specific or range). Unrouted leads are left unassigned. Level 1 routes a lead based on LOB, provider AND zip code. Level 2 routes a lead based on LOB AND either provider OR zip code. Level 3 routes a lead based on LOB. 34

35 These levels go from most specific to the least specific. So if you have multiple rules for automobiles, for example, the most specific rule would apply based on the lead that came in. If a lead does not match any of your defined rules, the lead is not assigned to any particular producer. Edit button to modify the rule. All fields can be changed. Button to permanently delete the profile To add a lead routing rule, click ADD NEW DISTRIBUTION RULE. Line of Business (LOB) choose Automobile, Condo, Homeowners, or Renters. Provider choose a specific provider or choose Any. Limit Zip Codes Choose No for all zip codes, Specific or Range. This rule applies to Click to select the name. To select multiple people, hold down the Ctrl key while you click. When the rule applies to multiple users, the leads will be routed to all indicated in a round-robin fashion. Change Password The default for your password is the same as your user name. If you wish to change that, 1. Type in the current password, 2. The new password, 3. Confirm the new password by typing it a second time Click 35