A professional insurance agency website from Banyan Theory will help bring in more leads to your agency, and drop those leads to the right places with these integrations.
Applied Epic Leads Inbox Integration
If your agency uses Applied Epic Leads Inbox, we can add new leads there when someone fills out andsubmits a quote request form, such as a home or auto quote. This reduces data entry time and potential mistakes, and you'll always have the original form data to refer back to for any fields that might not have a place in Leads Inbox.
Triggers: Form submission
LightRail? Available Webtricity? Coming Soon
Hawksoft Integration
When a website visitor fills out and submits a quote form on your website, you'll often want to put the lead information into your agency management system for quoting and followup tasks. LightRail makes it easy to get this website lead data into your HawkSoft system.
Triggers: Manual action
LightRail? Available Webtricity? Coming Soon
LightMail Integration
If you value professionalism and consistency in your communications with insureds and leads, we recommend using LightMail for sending common emails, building PDF documents, and requesting electronic signatures. When someone requests a quote on your website, you can use our built-in "Reply with LightMail" button to send a quick response without having to type an entire email.
Triggers: Manual action
LightRail? Available Webtricity? Coming Soon
Slack Integration
Each new form submission to your website results in an email to you, and to your teammates if you'd like. If your agency runs on Slack, you can also choose to have us post a message to a Slack channel, which can be received by anyone who is subscribed to that channel.
Triggers: Form submission
LightRail? Available Webtricity? Available
Zapier Integration
When someone submits a form to your website, we can push the form data to your Zapier account. You can configure Zapier to take the form data and perform an action, such as storing it in Dropbox, adding an entry to a Google Sheets spreadsheet, or anything else you can think of with Zapier's 2,000+ apps.
Triggers: Form submission
LightRail? Available Webtricity? Coming Soon
Dropbox Integration
When a website visitor uploads a file to your website as part of a form submission, such as an insurance quote request, our platform can automatically place the uploaded file directly into a special folder in your agency's Dropbox, making it fast and easy to get access to uploaded files.
Triggers: Form submission
LightRail? Available Webtricity? Coming Soon
Webhooks Integration
We can post form request data to any webhook of your choosing, which allows integration with virtually any service that supports webhooks. If you have a custom system on-site, or an agency management system that understands webhooks, or a process automation service similar to Zapier, we should be able to work with it.
Triggers: Form submission
LightRail? Available Webtricity? Coming Soon
AgencyZoom Integration
If your agency uses AgencyZoom, we can add new leads there when someone fills out and submits a quote request form, such as a home or auto quote. This reduces data entry time and potential mistakes, and you'll always have the original form data to refer back to for any custom fields that might not have a place in AgencyZoom.
Triggers: Form Submission
LightRail? Coming Soon Webtricity? Available
What's Next
Feel free to look around, and then get in touch
if you have questions or are ready to get started.