Below is a list of specific entries in a quote that can be included in any of the automatic emails through AgencyBuzz:

• Insured’s First Name
• Insured’s Last Name
• Insured’s Address,  City,  State, and Zip Code
• Home, Work, and Cell Phone
• Insured’s Email Address ¹
• Insured’s Date of Birth
• Insured’s Employer Name
• Lead Source
• Line of Business
• Policy Number
• Payment Amount ²
• Total Premium ²
• Downpayment ²
• Number of Monthly Payments ²
• Policy Effective Date
• Policy Expiration Date

¹ Email address is required for the quote to be imported to AgencyBuzz.

²  In order to export this entry, the quote must be saved on the breakdown screen (not the comparison screen).  By doing this, you are specifying which carrier you have selected.