We partnered with Vertafore® to make high-intent, appetite-matching, local insurance referrals more accessible to independent agents. Through AgencyZoom™️, Vertafore’s cloud-based sales automation platform, agents can now access their Momentum Edge referrals in one place, allowing them to easily manage insurance prospects and sell more business.
Read on to learn how you can easily integrate Momentum Edge referrals into AgencyZoom.
How to Integrate Momentum Edge Referrals into AgencyZoom
With just a few simple steps, you can start managing your Momentum Edge referrals directly within AgencyZoom. These steps apply to agencies receiving Claim-it Referrals, Consumer Choice Referrals, or Premium Choice Referrals through the Edge Professional or Edge Producer subscription. Here’s how to get started.
Here’s how to get started.
Step 1: In AgencyZoom, select the gear icon then select Integration.
Step 2: You will be led to AgencyZoom’s App Marketplace where you will select Web Lead Integration.
Step 3: On the top right of your screen, select + Web Lead Integration. Next, choose which referral type you would like sent to AgencyZoom.
NOTE: For each referral type you want to integrate, you will need to repeat steps 3-9.
Step 4: Click the + Web Lead Integration button, then Select a Web Lead Vendor. Scroll down and choose from the type of referral you’ll want to be sent to your AgencyZoom account. You’ll have to do one at a time depending on your needs. Click Next.
Step 5: For your lead source, select Momentum Edge from the dropdown menu.
Step 6: Follow the steps in the wizard through to Finish, then click Back to Web Lead Integrations.
Step 7: For every Momentum Edge referral type you choose to set up, you will see an integration. Make sure to copy the ‘Webhook’ URL for each—you will save these in your Momentum Edge Agent Portal.
Integrate Your Momentum Edge Agent Portal into AgencyZoom
Step 8: Log into your Agent Portal. Click the Referrals drop down then select Integrations.
Step 9: Paste in the ‘Webhook’ URLs (Step 6) that you created in AgencyZoom into the appropriate field. Then click Save.
Example: If you created a webhook for commercial Premium Choice Referrals, past the URL into the first box listed as “Premium Choice – Commercial.”
Step 10: Your Momentum Edge referrals will flow into AgencyZoom in the appropriate pipeline. To see your referrals, go back to AgencyZoom and select Pipeline (third icon beneath the “+”) in the left sidebar. Next, select the referral you would like to view and click Activities to see the full import of your Momentum Edge referral information.
With this integration, independent agents can more easily see, manage, and contact their Momentum Edge referrals from a single platform without needing to log into their account. If you’re not receiving Momentum Edge referrals, see our Edge subscription options or speak with an account executive to get started.
