Supercharge Your Sales Process with QuoteWizard and LeadSoft Integration

Do you use Quotewizard for Home, Auto or Life?

Our Quotewizard integration can help agents respond first and follow up without dropping the ball so you can close more of your opportunities.

Best of all, if you don't win their business this year, Leadsoft can help you follow up every year on auto-pilot so you can try again when they renew.

Here's How:

1. Seamless Lead Management:

With the integration of QuoteWizard and LeadSoft, you can effortlessly manage your leads in one centralized platform. This process is made even easier by our tool that allows you to choose an opportunity stage and pipeline. After setting your preferences, you will receive an email address for your QuoteWizard leads. When a new lead is added to this email, it automatically triggers workflows inside LeadSoft, streamlining the entire process.

2. Automated Call-Outs, SMS, and Email:

The power of automation is one of the key features of the QuoteWizard and LeadSoft integration. Our provided workflow automatically initiates call-outs, sends SMS, and emails to your leads, ensuring timely and consistent follow-ups. This not only increases your chances of winning clients but also saves time and resources.

3. Customizable Follow-Up Workflows:

One of the most significant advantages of integrating QuoteWizard and LeadSoft is the ability to create and implement customized follow-up workflows. For instance, you can set up a workflow to follow up with leads every year if you didn't win their business this time around. This keeps you at the forefront of their minds and increases the likelihood of converting them into clients in the future.

How to Get Started with QuoteWizard and LeadSoft Integration:

To start leveraging the power of QuoteWizard and LeadSoft integration, follow these simple steps:

1. Set up your LeadSoft account and configure it with your QuoteWizard account.
2. Choose an opportunity stage and pipeline for your leads, this will create an email address for your QuoteWizard leads to be sent to.
3. Configure your QuoteWizard Channel to email incoming leads to that email address.
4. Configure workflows inside LeadSoft to be triggered when a new lead arrives - we have some out of the box that you can use and modify!

With this powerful combination, you can automate your follow-ups, ensuring that no lead slips through the cracks. Customizable workflows allow you to stay on top of potential clients, even if you didn't win their business the first time around.

Don't miss out on this opportunity to supercharge your sales process with the seamless integration of QuoteWizard and LeadSoft. Start today and watch your conversion rates soar!