Round Robin Quote & Apply eApps

Round Robin can be used to assign leads to your sales team randomly.

Here’s an example of how you could set up Round Robin for an agency that wants to route leads that come from their Quote & Apply website to one of their eight sales agents: Navigate to the Quote & Apply website in BOSS > click the “Access” tab > type in the name of the agent you want to include in the list of Round Robin > click “+ Add Access” > click the checkbox next to Round Robin.

When the eApp is created, the agent will be randomly selected from your list of Round Robin agents.

Note that the agent must be licensed in the application’s state to be randomly selected. If not, you’ll see a message like the one below.

If you want to assign one round robin agent to the eApp, but not make them the writing agent, select the “Skip Round Robin License Check” checkbox. This will provide one round robin agent with access to the eApp, but won’t make them the agent, and doesn’t require them to have a license in the state of the application.