QuoteRush 2-Way Sync enables seamless data exchange between InsuredMine and QuoteRush, ensuring real-time synchronization of policy, quote, and client information. This ensures that data stays consistent and current across both platforms—boosting agent efficiency and reducing manual entry.
Use Case: With the QuoteRush 2-Way Sync feature, agents no longer need to manually enter lead details into InsuredMine when they’ve already been created in QuoteRush. This automation saves time, reduces errors, and enhances overall workflow efficiency.
đź’ˇNote: This feature is only active when enabled in the Rater Settings within InsuredMine.
🔄 Sync Frequency: Any updates to existing leads in QuoteRush are automatically reflected in InsuredMine through a cron job that runs every 5-7 minutes.
How to Set Up and Use the 2-Way Sync ?
Step 1: Enable Rater Settings in InsuredMine
- Go to the Settings module in InsuredMine.
- Under Configuration, click on Rater Settings.
- Enable QuoteRush 2-Way Sync.
- Select the form you want the synced data to populate.
     5.Click on Save.
A success message will appear in the top-right corner, and the form name will be displayed under QuoteRush 2-Way Sync.
Step 2: Create a Lead in QuoteRush
- Log in to the QuoteRush Portal.
- Navigate to Home, then click on New Lead.
3. In the popup, select either Home or Auto as the lead type, and click Next.
4. Fill in the required fields with appropriate information and click Submit.
5. Open the newly created lead and click Edit.
6. Complete the required fields with the relevant details and then select Submit.
đź“ť Note: Click Save Lead to trigger a confirmation popup. Click OK to complete the update.
Step 3: Verify in InsuredMine
- Navigate to the Forms module in InsuredMine.
- Open the selected form and check the latest response.
You’ll see that the lead created in QuoteRush is automatically reflected in InsuredMine.
đź’ˇ Automation Tip: If Form Automation is enabled in InsuredMine, a Deal Card, Accounts and Contacts will be automatically created. The agent will be able to view quotes under the Intake Form within the Deal Card.
📝Note: Any new lead—whether Home, Auto, or Combined—will appear under the Combined Form selected in the Rater Setting
