Enabling First Impressions
First Impressions is a Robo-Agent software that generates insurance quotes from web lead providers and telemarketers. Once the integration is enabled, quoted leads are dropped directly into Blitz Lead Manager with the quote attached to the lead’s history. An email is sent out to the lead, the lead is assigned to a user, and a follow-up appointment is automatically scheduled on the user’s calendar.
How to set up First Impressions:
1. In Blitz, Under Administration à Web Lead Setup, click configure to the right of First Impressions. In the Configuration Options, click the enable checkbox next to the providers you use. Dropdown boxes will appear within the enabled rows. Make sure you select “Round Robin” for the Auto Assign Group—this will allow for leads to be automatically distributed between users in a round robin fashion. Auto Assign Groups can be customized under Administration à Auto Assign Groups.
2. Click on My Profile in Blitz, and find the API Id and Transaction Id. These will be required to set up First Impressions.
3. At https://www.robo-agent.com/logon.aspx, keeping Blitz open in a different screen, enter your Agency Number and Password. Click on Blitz Integration in the left menu, and edit settings. Click the checkbox next to “Integration Enabled” and select the Web Service URL that reads: https://www.blitzleadmanager.com/allstate/ws/ws.asmx. Copy your API Id (they call it a AppID) and Transaction ID and enter them in the appropriate boxes. Test your connection and save settings.
First Impressions Blitz Integration
4. If you are new to First Impressions, send your First Impressions email address (agent#@robo-agent.com) to your current web lead providers. This will let them know to send leads through First Impressions as opposed to directly to your email.
Interested in First Impressions? Learn more here: http://roboagent.net/firstimpressions.html