Setting up Web Lead Providers

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Click here for FAQs about assigning web leads 

Blitz can receive leads automatically from web lead providers and quoting systems, and assign them to users. If you are using a Quoter (First Impressions, Typhoon, or Quote Rush), scroll to the second option below.

Option 1: Instructions for receiving web leads directly from the provider

1. Navigate to Administration > Web Lead Provider
2. Click the  next to your lead provider.
3. Check the Enable check box for each lead type you are receiving.
4. Click the Save Settings button on the top right in the dark blue bar.
5. Once it's saved, you are able to set up an Auto Assign Group for each lead type by selecting one in the dropdown and clicking Save Settings again. You have the option to set up separate Auto Assign Groups for different lead types and providers (for example, if you have a different user that works Life leads, you could use a different Auto Assign Group that is set up for that user). Auto Assign Groups must be configured in Administration > Auto Assign Groups. If you leave this dropdown blank, the leads will not be assigned, and users can instead use the Shark Tank to claim leads. Click here for more information on assigning leads and using the Shark Tank.
6. To complete the integration, you must notify the lead provider that you have a Blitz account. They will need your API ID, Transaction ID, and API URL. These can be found in the Web Lead Provider Page in Blitz (only administrators have access to this information).
   Many vendors have a page on their site to submit the API information - check the account settings for your vendor to see where to submit this information. If the vendor does not have a page for this, you can email their support team with the information.

 

Option 2: Instructions for receiving web leads via First Impressions, Typhoon, or Quote Rush

1. Navigate to Administration > Web Lead Provider
2. Click the next to First Impressions, Typhoon, or Quote Rush
3. Check the Enable check box for each provider and lead type you are receiving from the quoter.
4. Click the Save Settings button on the top right in the dark blue bar.
5. Once it's saved, you are able to set up an Auto Assign Group for each provider and lead type by selecting one in the dropdown and clicking Save Settings again. You have the option to set up separate Auto Assign Groups for different lead types and providers (for example, if you have a different user that works Life leads, you could use a different Auto Assign Group that is set up for that user). Auto Assign Groups must be configured in Administration > Auto Assign Groups. If you leave this dropdown blank, the leads will not be assigned, and users can use the Shark Tank to claim leads. Click here for more information on assigning leads and using the Shark Tank.
6. To complete the integration:
   1. Notify your quoter that you have a Blitz account. They will need your API ID, Transaction ID, and API URL. These can be found in the Web Lead Provider Page in Blitz (only administrators have access to this information).
      Many vendors have a page on their site to submit the API information - check the account settings for your vendor to see where to submit this information. If the vendor does not have a page for this, you can email their support team with the information.
   2. Notify your lead provider that you're using a quoter. The lead provider will need your email address associated with your quoter account so they can deliver the leads to be quoted. Once they are quoted, they will be sent to Blitz.