Introduction
Welcome to Keeper by HoneyQuote®, a powerful platform designed specifically for Referral Agents like you. As a Referral Agent, you have the ability to manage the sales process for your clients, from creating accounts and leads to referring full applications for home insurance policies.
This guide will walk you through the essential steps of using Keeper by HoneyQuote® to efficiently create accounts, generate quotes, and refer applications for your clients. Once an application is referred, HoneyQuote’s team will verify all the details, handle the binding process, and notify both you and the client once the policy is finalized.
Let’s get started!
Creating Accounts in Keeper
The first step in working with your clients is to create an account in Keeper. Accounts act as the foundation for managing leads and applications, allowing you to track and process each client’s insurance needs efficiently.
How to Create an Account:
Click the "Create Account" Button
Once logged into Keeper, navigate to the "Accounts" section and click the "Create Account" button to begin a new client record.Enter Client Information
You’ll be prompted to fill in the client’s essential details, including:Name: Your client’s full name.
Email: The email address used for communication and account creation.
Phone Number: A reliable contact number for the client.
Mailing Address: This is the client’s mailing address, which may or may not be the same as the property they want to insure.
Save the Account
After entering the required information, click "Create Account." Once the account is created, you will be prompted to move on to creating a lead.
Creating Leads in Keeper
Once you’ve created an account, the next step is to create a lead for the client. Each lead represents a property that the client is interested in insuring, and an account can have multiple leads if a client has more than one property.
How to Create a Lead:
Select the Product Type
After the account is created, Keeper will prompt you to create a lead. Begin by selecting the appropriate product type for the property, such as Home, Condo, or Flood.Enter the Property Address
Input the physical address of the property your client wants to insure. This should be the full address, including the street name, city, and postal code.Ownership Information
Indicate whether the property is owned by a business or an individual. This ensures the correct setup for the policy.Primary Applicant Information
Verify or enter the primary applicant’s details, including the client’s name, email, and phone number, ensuring that all information is accurate and up to date.Mailing Address
If the mailing address is different from the property address, you’ll have the option to update it here. This is useful for clients with multiple properties or different mailing addresses.
Save the Lead
After entering the required details, click "Create Lead." The lead will be saved, and you can then proceed to generate quotes for the client.
Generating Quotes for Clients
As a Referral Agent, generating quotes for your client involves completing a detailed application process in Keeper. This step-by-step process ensures that all necessary information is gathered to generate accurate quotes for the client.
How to Generate a Quote:
Click "Full Application"
In the lead profile, click the "Full Application" button. This will guide you through a multi-step process where you’ll provide detailed information about the property, coverages, applicants, occupancy, current insurance, and other important factors.Complete the Application
Carefully fill in all the required fields during the application process. This ensures that the generated quotes will be accurate and tailored to your client’s needs. Double-check the information as you proceed to avoid delays in the review process.Generate and Review Quotes
After completing the full application, Keeper will generate quotes based on the information provided. You have the option to download the quote in PDF format.
Conclusion
As a Referral Agent with HoneyQuote, you play a key role in helping clients navigate the insurance process. By using Keeper to create accounts, generate leads, and refer full applications, you ensure that your clients receive the best insurance solutions while allowing HoneyQuote to handle the detailed review and binding process.
This guide has walked you through each essential step to make sure your workflow is seamless and efficient. Together, we provide clients with a smooth, professional experience from start to finish.