Leads Inbox

For increased efficiency and a seamless connected experience, Leads Inbox enables you to import and manage leads obtained from Applied WebRater, third-party lead vendors, or your brokerage’s custom-built data capture or rating platform. To view the available lines of business, click here. Depending on the data that imported leads contain, you can automatically create personal lines accounts, contacts, and policies (policy headers only).

Leads Inbox provides a convenient view of your leads, with filtering options to help you review and manage the ones that are most relevant to you. Review each lead’s information and determine whether to import it into the system manually, archive it, or purge it. Both leads that have imported automatically and those that require manual processing display in Leads Inbox.

To access the Leads Inbox from the Home screen, do one of the following:

• Click Leads Inbox on the navigation panel.
• Click Areas > Leads Inbox on the menubar.
• Click the down arrow next to Home on the options bar and select Leads Inbox.

To access the Leads Inbox from another area of the program, do one of the following:

• Click Home > Leads Inbox on the menubar.
• Click the down arrow next to Home on the options bar and select Leads Inbox.

Managing Your View

Leads Inbox populates with all of your leads, including leads that have already imported. A red dot displays in the header (as well as next to the Import Failed option in the view filter menu and beside individual leads) when new leads have failed to import and require attention. Access a view filter option that displays Import Failed leads to review them. Selecting a lead removes the indicator from it. Once you have viewed all of them, the indicator is removed from Leads Inbox.

Ten leads display per page. If more than 10 leads are available, use the First, Previous, Next, and Last buttons to scroll through the pages, or select a page number. To keep your list of leads up to date, click the Refresh link label.

By default, Open leads display. If necessary, you can change your view filter selection, perform a search, apply filters with a custom view, or reorder or remove list columns.

• Change the leads that display in the list if necessary.

  Click the word Leads in the view filter and select one of the following options:

  • Open: Displays leads with a Lead Status of Open. You can archive and import leads from this view.
  • Imported: Displays leads with a Lead Status of Imported. You can archive leads from this view.
  • Import Failed: Displays leads with a Lead Status of Import Failed. You can archive and import leads from this view.
  • Archived: Displays leads with a Lead Status of Archived. You can purge and restore leads from this view.
  • All: Displays all leads available regardless of Lead Status.
  • My Custom View (displays if you have previously saved a custom view): The leads that display and the actions available depend on the filters applied in your custom view. You can only save one custom view.

  Use the search field to locate specific leads, or apply a filter  to narrow the list.

  1. Click the Filter button  on the column by which you want to filter.
  2. The Filter pop-up window displays. The filter available depends on your column selection:
  • Checkbox filter: Select the checkbox beside each item you want to include and deselect the ones you want to exclude. Click the Select/Deselect All link label to select or deselect all items. Use the search field to locate a specific item in the list.
  • Date Range filter: Enter a number of Days Before Today and/or Days After Today to define a range. The date range you have defined displays below the field. To define a new range, click the Clear All link label.
  • Premium filter: Select a comparison option from the dropdown menu and enter an amount in the field. To clear these values and start over, click the Clear All link label.
  3. Click Apply to filter the list.
     
     The column’s filter button displays in blue  when a filter is applied to it.
  4. Repeat these steps to apply filters on additional columns if necessary.
     
     To clear any filter you have set for the current session, click the Clear All Filters link label and then click the Clear All Filters button in the pop-up message. Clearing all filters does not delete saved custom views.
     
     To use your filter selections as a custom view, do the following:
  1.  Click the Save Custom View link label.
  2. In the popup window, verify your current filters and compare them to any existing filters before saving your changes. Differences display in red. Then click Save Custom View or Overwrite Custom View (depending on whether you have previously saved a custom view).

  You can search for a whole or partial term that occurs in any column (except dates, premiums, and phone numbers).

  Enter a search term in the search field. To clear your current search and start a new one, click the Delete button  in the field.

  If no search results are available for a view filter selection other than All, click the Try this search on Leads-All link label to broaden your search.

• Change the columns that display in the list if necessary.
  1. Click the Select Columns link label in the header.
  2. The Select Columns window displays. Select the checkbox next to each column you want to include in the list. Deselect the checkbox next to each column you want to remove from the list.
  3. Columns display in the order in which they are listed. To reorder them, click a column, then click the up arrow or down arrow  to reposition it.
  4. Click OK or press [Enter] to save your changes.
     
     Click Cancel to close the window without saving your changes.

Reviewing Lead details

The details section displays additional information about the selected lead (if its status is Imported or Import Failed), beyond the information displayed in the list. If the lead failed to import, you can view details on the portions of the import that succeeded and the point in the process at which the import failed.  

From the details section, you can do the following:

• Assign the Lead Owner who is responsible for processing the lead. You can only assign users who have access to Leads Inbox as Lead Owners. Select the Lead Owner from the dropdown menu.
• View the raw data on a lead by clicking the Open Data Peek link label. This data can be helpful if you need to discuss the details of a lead with the corresponding client before importing it. If a lead fails to import, the Data Peek can also provide insight into the reason.
• Enter Comments about the lead as you work on it. Be aware that incoming leads do not contain comments when they are placed in the Leads Inbox. Comments are retained only in Leads Inbox; when you import a lead, the comments entered do not import with it.
• If the lead’s Contact Information displays, you can contact the client by phone, or click the contact’s email address to begin an email to them.

Available workflows

From Leads Inbox, you can complete the import process or archive, purge, or restore leads. Each lead’s Lead Status determines the workflows available. Click one of the following buttons:

Import Lead

Leads that are not configured to import automatically display in Leads Inbox, as well as any leads configured for automated import that did not import successfully. To import one of these leads manually, select it and click the Import Lead button.

For detailed instructions on importing a lead manually, see Import a Lead.

Archive Lead

If you do not plan to act on an Open, Imported, or Import Failed lead and it is no longer necessary, select it and click the Archive button to move it from its current list to the Archived view. If your organization has enabled Automated Archive in Automated Actions Configuration, leads that remain Open for the number of days specified are archived automatically. Automated archiving does not affect Imported or Import Failed leads.

Purge Lead

If you no longer need an individual Archived lead, select it and click the Purge Lead button to delete it permanently. Leads with an Entered Date older than the number of days specified in Automated Actions Configuration are purged automatically.

Restore Lead

If you have archived a lead in error, select it and click the Restore Lead button to move it back to the Open list.