AgentCubed Integration
Overview
AgentCubed focuses on delivering powerful lead management and CRM solutions specific to those in the insurance industry.
Appended Fields
will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | The outcome of the integration |
Reason | If the outcome was not success, this is the reason |
Reference Id | Reference ID |
Reference Opportunity Id | Reference Opportunity ID |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Dob | Date of birth |
First Name | First name |
Last Name | Last name |
Email | Email address |
Phone 1 | Primary phone number |
Phone 2 | Secondary phone number |
Postal Code | Postal code |
County | County |
Address 1 | Street address |
State | State |
Marital Status | Marital status |
Gender | Gender |
Is Smoker | Whether or not the individual is a smoker |
Insurance Height Ft | The feet portion of a height measurement |
Insurance Height In | The inches portion of a height measurement |
Insurance Weight | Weight in pounds |
Insurance Is Expectant Parent | Whether or not the customer is an expectant parent |
Credit Rating | Estimated credit rating |
Insurance Type | Insurance type |
Family History Heart Disease | Whether or not the individual has a family history of heart disease |
Family History Cancer | Whether or not the individual has a family history of cancer |
Insurance Requested Coverage Value | The value of the coverage requested |
Insurance Requested Coverage Qualifier | The qualifier for the insurance coverage requested |
Insurance Requested Coverage Coverage Type | The type of insurance coverage requested |
Insurance Requested Coverage Comment | Comments regarding the insurance coverage requested |
Date Start | The expected start date |
Time To Contact | Best time of day to contact |
Insurance Claim Amount | The amount of the insurance claim |
Insurance Claim Comment | Comments regarding the insurance claim |
Medical Condition | A pre-existing medical condition |
Insurance Current | Name of your current insurance |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Agentcubed Web Lead Id | Web Lead ID |
| Agentcubed Lead Source Key | Lead Source Key |
| Agentcubed Reference Key | Reference key |
| Agentcubed Reference Key Type | Reference key type |
| Agentcubed Relation Type | Relation type |
| Agentcubed Comments | Comments |
| Agentcubed Individual Id | Individual ID |
| Agentcubed Relationship | Relationship |
| Agentcubed Error Notification Email | Error notification email |
| Agentcubed Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |