Agent & Agency Website Integration
Leads from Your Website directly into
Radius!
Each Radius account can have leads that are
generated on an Agent or Agency's website to automatically import
into their Book of Business Leads Section. Once the HTML Code is
placed on the external website a prospect can complete and submit
the form which will populate a Lead on the Dashboard and Lead
sections of the Radius account.
The Lead information will include: First and Last Name Address, City, State and Zip Coverage Type Requested Hot Lead Flag Custom Form Fields Admin has created
Here are the steps to integrating the Radius Website Lead Form:
Step One: Submit a Support Request to Radius with Account Name. Once Radius confirms the submitted information we will send out an email with HTML Code.
Step Two: HTML Code is to be placed on either an existing or new page which can act as either a Contact Us, Request Quote or Additional Information page.
Step Three: Always test page(s) prior to going live. Submit a few example Leads to verify that the information is displaying in the Radius Account
The Lead information will include: First and Last Name Address, City, State and Zip Coverage Type Requested Hot Lead Flag Custom Form Fields Admin has created
Here are the steps to integrating the Radius Website Lead Form:
Step One: Submit a Support Request to Radius with Account Name. Once Radius confirms the submitted information we will send out an email with HTML Code.
Step Two: HTML Code is to be placed on either an existing or new page which can act as either a Contact Us, Request Quote or Additional Information page.
Step Three: Always test page(s) prior to going live. Submit a few example Leads to verify that the information is displaying in the Radius Account