Blitz is a system to manage your sales process, while eAgent is meant for tracking policies. With the integration, Blitz automatically transfers the lead's information to eAgent once the policy is sold.
- Navigate to Administration > Account Settings and fill out the available fields within the “eAgent Configuration” box. Click the “Enable eAgent Integration” check box and select a Milestone.
Recommended: Most agents choose the "Sold" Milestone.
- Once a lead hits the configured Milestone, the contact information from the Details tab and the latest history note are automatically sent to eAgent.
Note: If you have leads in Blitz that were already at that milestone prior to this integration, you will need to add another history note to those leads to send them over to eAgent.
- The bottom of the lead will display this pop-up after you enter the history note: